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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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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

Use Your Mobile Device to Stay in the Know using Sage ACT

Have you ever been on a sales call and forgotten a crucial piece of information at the office? Maybe it was the address or time of the meeting, or that extra piece of information which would have ...
author Julie Cooper 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

Actions for a Snow Bound Day #1

Here in the Midwest and many other places across this great country we are experiencing a "snow bound day".  It is one of those times to NOT be traveling but also gives many of us time away from the ...
author Dick Wooden 7 Min Read

Fundamentals of Business - General George Patton

author Dick Wooden 9 Min Read
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