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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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10 more Proven Bright Ideas for Greater Business Success with CRM

Along our well-traveled business development road we have come across more bright ideas to share with our readers. Here are another 10 proven bright ideas for starting or resuscitating your CRM ...
author Dick Wooden 13 Min Read
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CRM gives a business continuity - who owns the data?

Who owns a company's data and related information? The obvious answer would be "the company."  What seems to be obvious, however, is not always accurate.  Let's say that your company's top ...
author Dick Wooden 7 Min Read

The glue that binds - relationship knowledge in your CRM

What cements the relationships you have with your customers?
author Dick Wooden 5 Min Read
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Next Logical Step as Your Business Grows and Changes-Infor CRM

Congratulations on your current business success so far... Whether you have been using ACT! or another contact management solution, you may require additional capabilities as your business grows.  ...
author Dick Wooden 13 Min Read
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Customer Retention - Are you forgetting to follow up?

The Financial Advisor who delivers on follow up -- every time. Everybody needs a niche. For our client at the College Planning Center, the niche within the broad world of Financial Advising is that ...
author Julie Cooper 7 Min Read

Take care of your customers or someone else will

Peter Drucker was known for stating the obvious, "that the purpose of a business is to create customers".  And to take this a step further, no business can stay in business without customers. As a ...
author Dick Wooden 26 Min Read

Appreciate and Empower Your Customer Service CRM Superstars

Everyone has experienced bad customer service.  Maybe it was the fast food worker who forgot half your order, or the grocery store cashier who closes the line because it’s her “break,” or the ...
author Dick Wooden 4 Min Read
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