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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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Getting to Effective CRM Use Cases

If you want the best fit and the most benefit from a CRM system, we highly recommend creating use cases specific to your organization. What is a use case? And why is it so important? You’re going to ...
author Dick Wooden 17 Min Read
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Vote for Your Success: CRM and Customer Psychographics

Data metrics build to make more informed decisions We’ve witnessed our American democracy at work this month. A record number of people voted. Across our diverse land, nearly 160 million exercised ...
author Dick Wooden 9 Min Read
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8 Deadly Sins Found in NOT Serving Your Customer

Do your business a favor and take a good serious look at your customer service and support processes and how they are serving your organization.....most likely changes need to apply in this Covid-19 ...
author Dick Wooden 6 Min Read
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Imperatives and Best Practices for CRM Success

Customer Relationship Management (CRM) systems are now a well-established fixture in most enterprise technology systems. But even though these systems have been part of the IT strategy for leading ...
author Dick Wooden 5 Min Read
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18 Requirements for Success with CRM - Part I

Organizations rarely go it alone when they implement a Customer Relationship Management (CRM) strategy and its supporting technology. That's because it can get overwhelming: business strategies, ...
author Dick Wooden 10 Min Read
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CRM needs to support your people, not the other way around

Free eBook: 7 keys to successful implementation Choices abound when you’ve decided you need to invest in CRM, whether for the first time or as an upgrade to support your growth. But here’s the thing: ...
author Dick Wooden 6 Min Read
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Lies of CRM Sales and the Real Work for Success

Full disclosure: CRM won't work miracles Do you believe everything some CRM salespersons tell you about the no-cost of implementing your software and all its benefits that won’t require you to lift a ...
author Dick Wooden 10 Min Read
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