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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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Effective CRM Closes the Sales Frustration Gap

Start by getting into a Positive Frame of Mind I remember hearing Larry, a business development manager, talk about the transformations he made during a roll out when we were implementing SalesLogix ...
author Dick Wooden 10 Min Read
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Customer Retention - Are you forgetting to follow up?

The Financial Advisor who delivers on follow up -- every time. Everybody needs a niche. For our client at the College Planning Center, the niche within the broad world of Financial Advising is that ...
author Julie Cooper 7 Min Read
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Referral Follow-Up: Layer on the Connections

You just got a referral. A strategic partner just sent one of his clients your way. Yippee! You’ve got it made, right? New customer, for sure, right? Wrong.
author Dick Wooden 6 Min Read

13 Tips to Boost Your Email Marketing Efforts

Having been involved with email marketing for the last 7 years I have found these various tips helpful to boost the results of your email marketing efforts.
author Dick Wooden 10 Min Read
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Reconnect before Business Relationships are Lost - Automatically

To stay at the "Top of Mind" of your customers and prospects is the purpose of your Keep in Touch strategy.   
author Dick Wooden 7 Min Read
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Are You Delivering What Your Customer Expects? Everytime?

Let's face it, the customer is in control of your business. Your business success depends on your determination to create a remarkable experience for your customer each and every time.
author Dick Wooden 8 Min Read
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