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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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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

Fixing Sick CRM systems and working smart

We fix sick, weak and just plain ailing CRM systems Over the last several months we have been engaged in helping various small businesses and some rather larger corporations upgrade, fix or just ...
author Dick Wooden 6 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

What Santa's CRM System Must Look Like

Santa Claus must have one heck of a CRM system!
author Dick Wooden 10 Min Read

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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