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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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What do executives say about CRM’s value?

“Gut level” truth about people Why is CRM, or customer relationship management, valuable to a business owner or someone like a VP of Sales and Marketing?  I’ll give you a hint: People are the key. ...
author Dick Wooden 10 Min Read
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15 actions to achieve better CRM user engagement and adoption

Long-term success with CRM depends on user engagement It’s inevitable: Things change in the business world, and we’d better be able to keep up. How can you help your team adapt to change when you ...
author Dick Wooden 13 Min Read
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Infor CRM: Making Collaboration Between Customer Service and Sales Teams Possible

In order for any company to attract new customers and retain current ones, Customer Service and Sales teams must have a collaborative relationship. Infor CRM makes this possible.  Recently when we ...
author Dick Wooden 10 Min Read
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Emotion - Missing link in Customer Loyalty

A foundational leg of CRM in a  for-profit business is the retention of loyal and profitable customers.  But too many times the "Emotion" is left out and there is not a People First CRM focus. How a ...
author Dick Wooden 10 Min Read
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CRM: Greatest Strengths- are a Business Imperative.

It is about People Relationships: CRM is about people and their relationships.  It about smartly managing the moments of significance and the human connections.  Today's successful CRM is a strategy ...
author Dick Wooden 10 Min Read

8 Reasons to Be Truely Grateful

An attitude of gratitude every day and especially for Thanksgiving Day... One of my favorites quotes is by Brian Tracy, motivational speaker and author: "Develop an attitude of gratitude, and give ...
author Dick Wooden 3 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
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