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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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Freedom and Getting Control with CRM Success

Your CRM must provide Freedom and at the same time Control of your World OK you have a CRM system in place or are considering a different CRM solution. We hear clients and prospects requesting ...
author Dick Wooden 6 Min Read
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40+ Ways to Follow up with Your Prospects and Customers

The following is from C.J. Hayden is the author of Get Clients Now!™ Thousands of business owners  and independent professionals have used her simple sales and marketing system to double or triple ...
author Dick Wooden 21 Min Read
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Humanizing your approach - Are you People-Centered?

"People-centered is not the same thing as being a people person." states Dr. Frank I. Lutz, author of "Win - the Key Principles to Take Your Business from Ordinary to Extraordinary." This article is ...
author Dick Wooden 8 Min Read
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Steps to Activate Effective e-Marketing with CRM

Start with a strategic decision - who is your ideal target customer? Many of the businesses we work with use their email marketing primarily for sales - creating qualified leads, nurturing a prospect ...
author Dick Wooden 22 Min Read
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7 Keys to Success with CRM - Process Ties People Together

Tie People and Processes Together with CRM Once you have taken into account all the people and their needs, you need to have processes that successfully tie them together. Effective CRM processes ...
author Dick Wooden 11 Min Read
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Mastering the Art of Managing - Define the problem

Understanding comes from defining the problem or challenge ahead of us: Making your business work smarter is a continual goal. I want to share some insights on the mastering the 'Art' of managing ...
author Dick Wooden 10 Min Read
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Working your schedule of activities - Infor Mobile 3.x capabilities

Typically you want to quickly view your schedule of activities for the current week- ideally on your smart phone.  It starts when you log in and see your scheduled activities, known as "My ...
author Dick Wooden 12 Min Read
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