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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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Are You Ready to Compete for Good Talent?

Is your business prepared to compete in the current war for talent? We’ve all heard about, if not experienced firsthand, how hard it is to fill open positions right now. It’s become crystal clear ...
author Julie Cooper 7 Min Read
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CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
author Dick Wooden 11 Min Read
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Appreciation- Increase the Value of Your Business

Some businesses have a couple of special customer appreciation days each year. That can be part of a good marketing strategy, but Julie and I advise our entrepreneurial clients to make every day a ...
author Dick Wooden 6 Min Read
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Stop Hobbling Along - Really Engage with CRM

The trap: when fear of change is greater than the value of the solution You’ve just made a killer presentation. The prospect gets all hot and lathered up about the solution your offering provides. ...
author Dick Wooden 16 Min Read
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10 Warning Signs Your Business Needs a CRM System: Lagging Indicators

In "10 Warning Signs Your Business Needs a CRM System - Leading Indicators", we discussed signs that you're outgrowing your current processing system and should start considering a CRM. "Lagging ...
author Dick Wooden 18 Min Read
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2 People Hold the Key to Your Successful CRM Adoption

How hard is it to get your staff to actually start using new software? People get comfortable with what they know and are bound to have a learning curve on something new, even with training. Too ...
author Dick Wooden 5 Min Read
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How Jobs Theory Can Leverage CRM’s Customer-Centric Power

Gain clarity and focus on what customers needed Everyone you sell to has a job to be done. When you offer a product or service that helps them succeed in accomplishing it, your chances of closing the ...
author Dick Wooden 9 Min Read
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