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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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Make Your Business Work Smarter - Sales & Service to Next Level

What do you need to take your business to the next level of sales performance and customer service? In our series, Make your business smarter - with a CRM Foundation, we are focusing on a few key ...
author Dick Wooden 8 Min Read

Planning + Knowledge Equals Profit - Use CRM to Help

"If you don't plan, you are planning to fail" is an old adage that I would always hear from my parents as I was growing up on the farm. Just as individuals have different types of “smarts” (book ...
author Dick Wooden 6 Min Read

Integrate CRM Into Your Overall Business Processes

While visiting with prospective clients, someone on their decision-team will eventually start to ask questions about how to best integrate Customer Relationship Management software into their ...
author Dick Wooden 6 Min Read
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Can a CRM Solution Satisfy What You Need to Get Done?

CRM comes from a simple core business philosophy. It’s a simple concept – it’s all about organizing and analyzing the information a company needs to build stronger, more profitable customer ...
author Dick Wooden 9 Min Read
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Know Your Customer - Analytics as Competitive Advantage

We often have a conversation with clients or prospective clients about their desire to go to the "next level" and how we can help them clarify what that means to them and their business.  A major ...
author Dick Wooden 6 Min Read
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Red Flag- Lack of a Birds Eye View of the Business

Working too much IN the business and need to work ON the business?  Have you ever wished for a "bird's eye view" into key areas of your business? To perpetuate a successful business, you need access ...
author Dick Wooden 5 Min Read
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Acquire + Retain + Develop Customers for Success with CRM

Customer relationship management involves business relationship development:  To Acquire, Retain and Develop customers. As an Infor Channel Business partner and a small business entrepreneur focused ...
author Dick Wooden 8 Min Read
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