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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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3 Important Keys to Choosing the Right CRM

Top 3 things to consider when choosing your CRM solution Source:Infor blog May 2017 We can all agree there are plenty of solutions and vendors to choose from when it comes to CRM as it is a ...
author Dick Wooden 9 Min Read
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Why So Many Businesses Are Orphaned from CRM Vendor

As we discussed in "5 Ways to Avoid the Pains of Being Orphaned..." post, there are several ways to avoid being orphaned by your CRM provider. But it’s important to know why this even happens in the ...
author Dick Wooden 8 Min Read
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5 Ways to Avoid the Pains of Being Orphaned by Your CRM Vendor

First of all, what does it mean to be orphaned by your CRM vendor?  In short, it means that your CRM vendor sold you on a CRM product and for one reason or another (which we talk about here) forgot ...
author Dick Wooden 17 Min Read
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Optimism is the first step to success

The following is a helpful article from Harvey Mackay who is a fountain of important thoughts and actions.  A postive outlook on life and in business are core principles to our success. I call it ...
author Dick Wooden 9 Min Read
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CRM Project Success - Getting Inside Buy-in

Marketing the CRM Project- Building Internal success A key to a successful CRM project is to find the motivators and “Perks” of the CRM deployment for end-users and then build a groundswell of ...
author Dick Wooden 7 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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4 Ways to Transform Your Business Processes & Reduce Crazy Busy

In our crazy busy world, it is extremely helpful to take a step back and consider your business processes- the ways you do work.  Now is the time to consider the use of new technology to help ...
author Dick Wooden 9 Min Read
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