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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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Give an Apple to Your CRM Educator

The definition of an "Educator" is a person who provides instruction or education; a teacher.  From the perspective of a professional educator -this is how we define ourselves to our CRM clients.  A ...
author Dick Wooden 5 Min Read
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Humanizing your approach - Are you People-Centered?

"People-centered is not the same thing as being a people person." states Dr. Frank I. Lutz, author of "Win - the Key Principles to Take Your Business from Ordinary to Extraordinary." This article is ...
author Dick Wooden 8 Min Read

Tips from the Top - Sharing the Entrepreneurial Mindset

As a strategic business coach for TAB, The Alternative Board, and as a TAB member I obtain a monthly newsletter called Tips from the Top.  Each month there are great takeaways and I'd like to shard ...
author Dick Wooden 9 Min Read
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The Twelve Golden Principles of Selling Smartly and using CRM

Principles lay the foundation for selling smarter with CRM by your side. A large part of our CRM system design and implementation involves the "Sales" side of our clients' business. So it is safe to ...
author Dick Wooden 22 Min Read

Daily Habits That Will Make You Happier

9 Daily Habits That Will Make You Happier   As we begin to wrap up the year it is helpful to be reminded of daily habits that lead to happiness and that can be done every day. The following is from ...
author Dick Wooden 6 Min Read

7 Critical Factors for Successful Sales Conversations- recommendation

We have some highly recommended web sites and authors that have been important to our business decisions and business philosophy.  Charles Green, author of the Trusted Advisor, recently emailed us ...
author Dick Wooden 16 Min Read
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What I want, need, and must have in my CRM system...

Many times when asking a potential prospect questions about their business, we get into lots of "Can it do this or become that, I want this, it must do this, and I need it to provide this...."
author Dick Wooden 13 Min Read
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