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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

Reimagine the Way You Work - Using CRM Today

The way your work can become simpler and more valuable There are times when you need to step back from the day to day work in the business and to "work ON the business" as I recommend to fellow ...
author Dick Wooden 7 Min Read

More Listening Results in a Simply Smarter Solution

The Shared Discovery Process The other day Julie and I were visiting a local Sage ACT! small business client that had recently hired a new field sales representative and a new marketing person.  The ...
author Dick Wooden 6 Min Read

Goals create success- how can you better state yours..

Words matter in the statement of a meaningful goal
author Dick Wooden 4 Min Read
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Who are you going to Call - Priority Call List to Rescue

Like the famous "Ghost Buster" movie call to action, "Who are you going to call..", you now have the ability to help yourself. Enter your business development system such as Marketing automation for ...
author Dick Wooden 8 Min Read
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TaskCentre Web Service Connector Tool Released

Orbis Software recently announced the formal release of the TaskCentre Web Service Connector Tool incorporating the new Data Transformation Component.  This additional tool provides enhanced ...
author Dick Wooden 6 Min Read
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Why Mobile CRM - Driven by the numbers or coolness factor?

Yes, I admit it, I have a strong technology streak in my DNA.  Technology is ever changing and I believe providing an improved environment for businesses to compete and become more productive. In the ...
author Dick Wooden 6 Min Read
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