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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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Summary Comparison - Subscription vs License for your CRM Solution?

Cloud Subscription comparison to Capital Purchase of CRM: The selection of a CRM system is key to the success in the business development areas and for continued improvement of the business in ...
author Dick Wooden 9 Min Read

Bring change to your work life and helpful resources

Considering that people and things need to change to survive and better yet thrive, its also important that implementing a successful CRM system requires the managing of change.  The changes will ...
author Dick Wooden 15 Min Read
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Create the CRM Vision of a Better Future

Vision Realization There are various phases that a business will consider when looking at business development and the consideration of a CRM focused business strategy.  An initial phase is creating ...
author Dick Wooden 13 Min Read
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Search history: "Googlize" within SalesLogix CRM

More Effective Searching -what worked when More effective searching is what we all do when we are trying to get work accomplished or someone asks you to find something for them.  Boy, have things ...
author Dick Wooden 12 Min Read

SalesLogix Mobile v2.1 - New Improvements

SalesLogix continues to further their mobile strategy and vision with the release of Mobile v2.1 for SalesLogix 8.0. This month (April 2013) our clients have access to the latest update.
author Dick Wooden 5 Min Read
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Factors Affect CRM Pricing – Questions we’ll be asking you

Preparing for a successful implementation of CRM system that brings change requires that many thoughtful questions be considered.  Use the following to help yourself as the "CRM Champion", to help ...
author Dick Wooden 7 Min Read

7 Key Considerations for Your Mobile CRM Solution

What do you need to consider when adopting a mobile CRM solution?  It’s important to recognize upfront that mobile CRM is more than just another CRM technology client.  The mobile environment itself ...
author Dick Wooden 9 Min Read
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