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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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The one thing that will derail your 2014 goals and 3 planning keys

As a strategic business coach for TAB, The Alternative Board, there is a helpful exercise that I use with entrepreneurs for their strategic planning and decision process.  The 3 key steps of this ...
author Dick Wooden 7 Min Read
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What I want, need, and must have in my CRM system...

Many times when asking a potential prospect questions about their business, we get into lots of "Can it do this or become that, I want this, it must do this, and I need it to provide this...."
author Dick Wooden 13 Min Read

Bring change to your work life and helpful resources

Considering that people and things need to change to survive and better yet thrive, its also important that implementing a successful CRM system requires the managing of change.  The changes will ...
author Dick Wooden 15 Min Read

Attitude is Everything - It Goes a Long Way toward Your Success

As you think about your day and your view of the world, consider this helpful story about "Attitude" that a good friend passed to me and I share with all of our readers:
author Dick Wooden 7 Min Read

Easy to Use and Adopt - Success with CRM requirements

FACT:  A CRM business development system that isn't easy to use will NOT be used and will have incomplete data! Can your sales reps easily view records of all your business's interactions for ...
author Dick Wooden 5 Min Read

Questions for each customer-facing business activity

Invent Better Ways of Interacting More often than not, we find existing business processes need fine-tuning before they are implemented as part of a CRM implementation program.  This focus on ...
author Dick Wooden 5 Min Read

Making your Business Development System more Social

Improving the Clients' Experience...Number 1 for 2012. While recently visiting with the founder and President of a large regional Information Technology firm, we were discussing his recent ...
author Dick Wooden 8 Min Read
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