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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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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

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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First Steps to Building Your Referral Network

MY IDEAL CUSTOMER IS YOUR IDEAL CUSTOMER: First Steps to Building Your Referral Network Have you ever noticed how attorneys seem to share clients with financial advisors? They are strategic ...
author Dick Wooden 7 Min Read
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Who Are Your Ideal Customers, and What Do They Love About You?

Your Ideal is..... Don’t assume you know what it is that your customers value most about what you do – ask them! Ask lots of them. Specifically, ask your ideal customers and then really listen to ...
author Dick Wooden 6 Min Read

Enhance Effectiveness in the Field with Rich CRM Functionality

It just got easier. The lives for those of us who are in the field and must stay connected to grow the business have new, integrated tools!  Hurray....
author Dick Wooden 6 Min Read

What the King's Speech Tells Us About Success for CRM

If you have seen the recent Academy Award winning movie, "The King's Speech", I bet you were moved by the struggles and then achievements of "Bertie" who later became England's King George VI . At ...
author Dick Wooden 7 Min Read

Fundamentals of Business - General George Patton

author Dick Wooden 9 Min Read
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