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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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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 29 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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What are Your Critical Numbers?

The Power of Numbers for business success Numbers count.  Well, yes, of course they do Do you know all your crucial numbers? You’re smart, so it’s probably safe to assume that you know your bank ...
author Dick Wooden 12 Min Read
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Use the past to improve the future

“We have to use the past to improve the future.” I recently heard this statement from Alan Weiss, a world-famous entrepreneur coach whom I have followed and learned from over the years. He was ...
author Dick Wooden 6 Min Read
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Alert - Customer Experiences 2025 Expectations- Part 3

How can you prepare to get , the way they will want you to in 2025? In a minute we’ll get into final part our 3-part series on what customers will expect six years from now from their experiences ...
author Dick Wooden 7 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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