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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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What are Your Critical Numbers?

The Power of Numbers for business success Numbers count.  Well, yes, of course they do Do you know all your crucial numbers? You’re smart, so it’s probably safe to assume that you know your bank ...
author Dick Wooden 12 Min Read
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CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
author Dick Wooden 10 Min Read
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Triple Threat Capability or Triple Treat? You Win Either Way with CRM

Triple threat or triple treat? That might be a proofreading concern. But right now, it’s more than that. It’s a real question: Which one describes a great CRM system? Both do, actually. Triple ...
author Dick Wooden 7 Min Read
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10 Warning Signs Your Business Needs a CRM System: Lagging Indicators

In "10 Warning Signs Your Business Needs a CRM System - Leading Indicators", we discussed signs that you're outgrowing your current processing system and should start considering a CRM. "Lagging ...
author Dick Wooden 18 Min Read
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Your Vision and Your CRM Strategy- Close the Loop

Where do you want your business to be in 3-5 years? Do you have a CRM strategy to get you there?  Having a successful CRM-focused business strategy depends on a vision for a better future. And making ...
author Dick Wooden 6 Min Read
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CRM Implementation: Focus on the "how" with 3 strategies

What do you expect from a customer relationship management, or CRM, system? Adopting one is about a lot more than simply organizing prospect and customer details. It’s a considerable shift in how ...
author Dick Wooden 13 Min Read
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Make better informed decisions, quicker with bpm'online analytics

You have invested time, money, and other resources in building helpful information in your bpm'online CRM system. Great! Are you using the built in analytics to make better informed decisions, ...
author Dick Wooden 5 Min Read
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