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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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Get a CRM that's BIG enough for your business

The most common reason that clients come to us is to have a more capable, well-used CRM system that  works purposely for their business. Basically they have outgrown their current system.  If your ...
author Dick Wooden 10 Min Read
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5 Focused Questions and Resources to Finish the Year Strong

Three fourths of the year is gone leaving approximately 90 days left for this year.  Take away the holidays and weekends does not leave a lot of time to finish strong for the year.  But we are in the ...
author Dick Wooden 8 Min Read
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Increase Awareness to Increase Sales and Revenue

People cannot buy what they are not aware of.  Even your existing customers are too busy to know what ways you can help and the products and services you also have. The average awareness is 25%.  75% ...
author Dick Wooden 7 Min Read
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Business Intelligence Made Easier with Creatio Analytics

A smart business will use the tools and systems to continually get better - to grow smarter and faster.   According the Gartner: “Analytical CRM, which includes predictive analytics and segmentation ...
author Dick Wooden 7 Min Read
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20 Past-Due Warning Signs Your Business Needs a CRM System

 In "20 Warning Signs Your Business Needs a CRM System - Part 1", we discussed "Leading Indicators" - signs that you're outgrowing your current processing system and should start considering a CRM. ...
author Dick Wooden 18 Min Read
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7 Keys to Success with CRM - Pulling it all Together with CRM

In this 7 Keys to Success with CRM series we started with the extreme importance of People First strategy and focus.  Next the focus moved to Processes and finally to the software and technology ...
author Dick Wooden 6 Min Read

Sales development with CRM is too important to not do it well

History has taught us all that, "it is the more adaptable of the species that survives". For your business to continue it must grow or be left behind.  Likewise this applies to your professional and ...
author Dick Wooden 6 Min Read
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