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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 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

7 Ideas for Marketing Automation with ACT! Smart Tasks

Nurture Prospects Automatically with Drip Marketing Create multi-step campaigns to nurture new leads and incorporate these Drip Marketing plans into your Smart Task sequences.  Drip Marketing blends ...
author Dick Wooden 6 Min Read
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Customer retention - plugging the leaky pool- communicating

 
author Dick Wooden 10 Min Read
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A Keep-In-Touch Strategy - a Business Success Requirement

A Business Success Requirement- a Keep In Touch Strategy to stay Top of Mind You need to connect with potential clients many times before they feel comfortable hiring you or purchasing your products.
author Dick Wooden 11 Min Read

Customer Retention as a Profit Center

The foundation of maximizing customer value has to be creating excellence in keeping and satisfifying customers!
author Dick Wooden 5 Min Read
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