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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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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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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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Sales Key Performance Indicators in CRM: Beyond the Short Term Sale

An interesting post from Radio Ink Magazine has us thinking about sales key performance indicators. In his post, writer, Matt Sunshine, describes the familiar problem of one particular salesperson: ...
author Dick Wooden 4 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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What I want, need, and must have in my CRM system...

Many times when asking a potential prospect questions about their business, we get into lots of "Can it do this or become that, I want this, it must do this, and I need it to provide this...."
author Dick Wooden 13 Min Read

15 charts that will restore your faith in the American economy

Economy Improves - Faith Increases:  In our CRM consulting business we come across many different industry segments in the small to medium-sized category with 5 to 500 employees. From what we are ...
author Dick Wooden 5 Min Read
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"Shipping Mindset" - 10 Ways to Beat Internal Resistance

Getting Things Done:  We must never allow our lizard brain's resistance to stop us from "Shipping". These 'Top 10 Ways to Beat Internal Resistance' are inspired by Seth Godin and David Allen. Create ...
author Dick Wooden 5 Min Read
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