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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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Three Pillars of Business Success with CRM

"The purpose of business is to create and keep a customer", Peter F. Drucker.  That statement from one of my mentors has always stuck with our business focus and links to our core purpose as a ...
author Dick Wooden 7 Min Read
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What's in Your Asset Arsenal?

The point of a CRM knowledge database is the value it provides. If you had a system, a set of processes that captures knowledge about all the relationships of people that matters for your business ...
author Dick Wooden 7 Min Read
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Empower the Sales Force- CRM Enabler

A skilled, effective sales force will expand your company's customer base and add profit. In order to make the most of your company's marketing investment, it's imperative to equip your sales staff ...
author Dick Wooden 6 Min Read
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Red Flag- Lack of a Birds Eye View of the Business

Working too much IN the business and need to work ON the business?  Have you ever wished for a "bird's eye view" into key areas of your business? To perpetuate a successful business, you need access ...
author Dick Wooden 5 Min Read
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Friday Fun ACT Tips - No Compiling Call Reports, How Cool is That?

Sales Activity Reporting at your fingertips Question:  --“The Management” "My sales reps spend 6-8 hours compiling a call report for our Monday meetings. I can’t help but think about the time they’re ...
author Julie Cooper 6 Min Read
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Acquire + Retain + Develop Customers for Success with CRM

Customer relationship management involves business relationship development:  To Acquire, Retain and Develop customers. As an Infor Channel Business partner and a small business entrepreneur focused ...
author Dick Wooden 8 Min Read
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Common themes for Business Success with CRM

5 key benefits a CRM system can deliver to business success.  As a Business Implementation partner for CRM systems and small business entrepreneur focused on our clients' success, we strive to ...
author Dick Wooden 8 Min Read
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