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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.
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Help so relationships don't go stale and performance suffers

The importance of having a digital memory system easily accessible We help you and your team remember - what you have forgotten or only partially remember- so that relationships don't go stale. There ...
author Dick Wooden 10 Min Read
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Get Real About Relationships

If ever it was important it would this disruptive year to get real about relationships. Soft skills and CRM for human interaction. Let’s talk about relationship. After all, it’s the second word in ...
author Dick Wooden 7 Min Read
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Facilitate relationships with partners and customers using Creatio portals

Creatio portals can help you to facilitate long-term relationships with partners, contractors, stakeholders, and customers, and is designed for various use cases and business scenarios.   Did you ...
author Dick Wooden 6 Min Read
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Appreciation- Increase the Value of Your Business

Some businesses have a couple of special customer appreciation days each year. That can be part of a good marketing strategy, but Julie and I advise our entrepreneurial clients to make every day a ...
author Dick Wooden 6 Min Read
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ATTENTION, CRIMESTOPPERS: Stop the Crimes of a Crappy CRM

CRM Crime Prevention Crimes might be happening right under your nose. As a business owner, you have the power to stop or, better yet, prevent them. No need to call 911. These aren’t that sort of ...
author Dick Wooden 9 Min Read
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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like agile Creatio provides a single, central repository for critical contact and customer information. It enables quick and easy access to every ...
author Dick Wooden 16 Min Read
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Rules for Straight Thinking for Successful Human Relations

Successful Human Relations Principles and Practice in Business, in the Home, and in Government is a book I ran across while browsing older books about relationship development from Dr. William ...
author Dick Wooden 11 Min Read
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