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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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Five Tips for Turning a B2B Purchase Into a Relationship

author Dick Wooden 4 Min Read
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Diary of Relationship Conversations for Sales Success

Do you remember your previous conversations with each of your key contacts for each active sales opportunity?  What did you commit to do and what has your customer committed to do?  Are others in ...
author Dick Wooden 9 Min Read

Nurturing Relationships - 7 Easy-Steps to E-newsletters

As many of you know we have been creating a monthly electronic Newsletter for over 5 years.  It has been a consistent and valuable method to "Keep in Touch" with our clients, friends and prospective ...
author Dick Wooden 8 Min Read
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Red Flag - Lack of organization - how to solve with adaptable CRM?

Lack of organization causes wasted time and resources When we get a phone call with a new prospect inquiring about contact or customer management one of the first statements we hear is "I want to ...
author Dick Wooden 6 Min Read

What Knowledge Provides When We Embrace It and Use It

As we coach entrepreneurs and the implemention of Customer Relationship Management systems, we always help clients consider the role of "change."  A key factor for success is to  readily adapt to ...
author Dick Wooden 6 Min Read
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Infor CRM Visual Timeline into Business Relationship Development

One of the challenges we hear from clients is the desire to quickly "see" what has been occurring with a customer or prospect--to drill into an account and obtain a visual timeline of what has ...
author Dick Wooden 4 Min Read

Put your company head and shoulders above the rest

author Dick Wooden 5 Min Read
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