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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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5 CRM Benefits for a Focused Business

CRM - a major component in a Focused Business Customer relationship management is more than just good customer service. CRM benefits the company by providing a focus for marketing, a system for ...
author Dick Wooden 7 Min Read

Want Your Business to Get Lucky?

Prepare for success before it happens with CRM. The other day I was watching an episode of one of my favorite television shows, American Pickers, on the History Channel. During the episode in ...
author Julie Cooper 5 Min Read
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Relationship Development Takes Two: Who Are We?

CRM – customer relationship management. Relationship isn’t just in our name, it’s in our DNA. It part of our core beliefs. A relationship takes at least two who know a little something about each ...
author Dick Wooden 7 Min Read

Sage ACT! as a Command Center for Your Small Business

author Julie Cooper 5 Min Read
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When Team Strengths Meet Customer Needs: It’s Magic!

Individualization and customization The Internet has made individualization and customization more possible than ever before. It’s what we expect now, whether we’re business owners, or employees, or ...
author Dick Wooden 6 Min Read
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Who are you going to Call - Priority Call List to Rescue

Like the famous "Ghost Buster" movie call to action, "Who are you going to call..", you now have the ability to help yourself. Enter your business development system such as Marketing automation for ...
author Dick Wooden 8 Min Read
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Dial in to Relationships - CRM Professional Service Firms

Joys of Relationship Development and Management One of the joys of our business is working with other business professional service providers.  It may be financial advisers, CPA's, Information ...
author Dick Wooden 7 Min Read
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