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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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What to look for in a CRM system...we hear You

Time and again, when I begin asking a prospective client questions about their business, I hear, "Can your system do this?” or “I need a CRM to provide this."
author Dick Wooden 7 Min Read
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Drive Top Line Growth

Savvy business leaders are driving new profits by implementing an integrated approach to business growth. It seems every week I'm listening to a business owner that feels they seem to be at a plateau ...
author Dick Wooden 7 Min Read
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Which CRM Solution is Right for You? Find Out with CRM Flex Test

As you continue to evaluate a CRM Solution, making a final decision may be tough.  How do you weigh a quick start-up versus security, or data ownership versus cost?  And what are the real differences ...
author Dick Wooden 4 Min Read
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High Touch and High Tech: High Referral Businesses Need Both

Do you fear that technology and social media marketing will mean the end of the personal touch with your clients?  Not to worry. Buzz-worthy businesses are both high touch and high tech. John ...
author Dick Wooden 6 Min Read
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18 Requirements for Success with CRM - Part II

To Obtain Greater Business Success with CRM - Consider: For Part I - 18 Requirements for Success with CRM 10. Communicate, Communicate, Communicate Keep people informed of the goals, objectives, and ...
author Dick Wooden 9 Min Read
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