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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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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

I'm sending emails, but I don't know how effective they are. Help!

Anyone can send email.  The trick is to do it smartly and efficiently with Sage E-Marketing for ACT! Business Innovation: Did you love story time in Kindergarten? Everyone would gather around the ...
author Julie Cooper 6 Min Read
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CRM: about more than just 'Customer' Relationships...

CRM impacts relationships among people I was reminding a prospective client the other day of just how many types of relationships there are among people within a business.  Yes, it is called Customer ...
author Dick Wooden 5 Min Read
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Measurable Holiday Marketing with ACT

So it’s that time of year again… printing off the mailing labels out of your ACT! database to send out holiday promotions, thanking customers for their business this past year, or drumming up new ...
author Julie Cooper 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

Two Critical Mistakes with New Contact Information in CRM

In today's market it's even more crucial to be found and to get your marketing materials in front of the right people. Once you have made contact you need easy and effective ways to capture that ...
author Dick Wooden 6 Min Read

Conversations, Community, and Content: Social vs. Traditional CRM, Part II

Collaborative Community -  Social CRM vs. Traditional CRM: Part II As we saw in Part I, today's smart business owners add social CRM (customer relationship management) to their traditional CRM.. ...
author Dick Wooden 6 Min Read
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