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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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Two Critical Mistakes with New Contact Information in CRM

In today's market it's even more crucial to be found and to get your marketing materials in front of the right people. Once you have made contact you need easy and effective ways to capture that ...
author Dick Wooden 6 Min Read
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Personal Attention + Delivered Value = Customer Retention

Everybody needs personal contact and the deeper understanding that this produces. Business owners thrive on it. Customers keep coming back because of it. Yet in our hectic days, how do we maintain ...
author Dick Wooden 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
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Down the Broken Trail of Forgotten Relationships - Part 1

You have your ACT! Software. You are now on the cutting edge of Customer Relationship Management. Now what? First of all, a system like  ACT! is not just a glorified rolodex.Like a rake hung in the ...
author Julie Cooper 9 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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