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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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Deadly Mistakes to Avoid - where CRM helps

Cost of bad decisions:We were wrong but... Several years ago my wife and I specifically wanted to visit Tombstone Arizona where Wyatt Earp and his brothers brought law and order to the West.  At Boot ...
author Dick Wooden 4 Min Read

Business Breakthrough Confidence versus Lack of a CRM System

Strategic business development success requires a CRM system You’re an entrepreneur. You’re great at what you do. You offer a product or professional service that meets your customers’ needs. And I’m ...
author Dick Wooden 5 Min Read

Is your CRM system leaving you with a bitter taste?

author Dick Wooden 6 Min Read

Two Critical Mistakes with New Contact Information in CRM

In today's market it's even more crucial to be found and to get your marketing materials in front of the right people. Once you have made contact you need easy and effective ways to capture that ...
author Dick Wooden 6 Min Read

Details count--record every client encounter

If your sales reps can't remember the last time they talked with a client or if they don't already know what their next action will be with that client, you're a good candidate for customer ...
author Dick Wooden 3 Min Read

When Sales People Go Bad - Sage ACT Security Settings

You run a tight ship and you have a careful hiring process, ensuring that only capable, enthusiastic people become a part of your sales team.
author Julie Cooper 5 Min Read
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How Carbonite is Kryptonite for ACT!

Not all backup systems are the same.  Although it is always important to backup your data, some online systems can actually prevent you from using your ACT! software. 
author Julie Cooper 4 Min Read
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