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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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Business is like baseball: People and systems plus CRM for the win

Business is like baseball. You can’t play baseball and expect to win without rules of the game – a structure – and a team of talented people. Business, too, requires both people and systems to ...
author Dick Wooden 6 Min Read
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Appreciation- Increase the Value of Your Business

Some businesses have a couple of special customer appreciation days each year. That can be part of a good marketing strategy, but Julie and I advise our entrepreneurial clients to make every day a ...
author Dick Wooden 6 Min Read
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Lies of CRM Sales and the Real Work for Success

Full disclosure: CRM won't work miracles Do you believe everything some CRM salespersons tell you about the no-cost of implementing your software and all its benefits that won’t require you to lift a ...
author Dick Wooden 10 Min Read
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Get in Gear and Act on Your Vision

Get in Gear and Act on Your Vision In previous articles, we’ve written about five key components of business success. To recap: Know where you’re going. Hire a great team of people who share your ...
author Dick Wooden 6 Min Read
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7 Keys to Success with CRM - People Always Come First

Customer Relationship Management - Because People Should Always Come First If you’re a business, you have customers. If you have customers, you want to keep them happy – because without them you have ...
author Dick Wooden 11 Min Read
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Business Development Success with CRM Strategy and Tools

It is about acquiring, retaining and developing profitable clients and strategic business partners.   Becoming smart about effectively using a CRM system as the foundation for business development  - ...
author Dick Wooden 9 Min Read
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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like bpm’online or Infor CRM provides a single, central repository for critical contact and customer information. It enables quick and easy access to ...
author Dick Wooden 15 Min Read
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