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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 Drivers that CRM Equips You to Accelerate

Your world is crazy busy. Your time is precious. You’ve only got enough of it to focus on what most affects your business.  You need solutions that free you for those priorities.
author Dick Wooden 5 Min Read
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10 Warning Signs Your Business Needs a CRM System - Leading Indicators

Are you satisfied with just a few clients and no real ambition to grow? Most businesses want more than that, a lot more. A common concern for businesses is how to know when their activities really ...
author Dick Wooden 15 Min Read
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How to Choose CRM Software - Starting Point Guidelines

A CRM systems responsibility in CRM selection Let's start with the core beliefs for the reality about CRM - Customer Relationship Management software.  The software itself is the technical component ...
author Dick Wooden 13 Min Read
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10 Steps for Capturing Collective Intelligence with CRM

Increase Sales Enablement Actions Available using Infor CRM We are often asked for our recommendations for improving the involvement of Sales Professionals, Customer Service and Managers with a ...
author Dick Wooden 18 Min Read
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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 27 Min Read
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Connect and integrate multiple business systems- StarfishETL

What is StarfishETL?
author Dick Wooden 12 Min Read
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Quicker, visualized decisions with CRM Dashboards

What is the value of a quality, informed decision that doesn't take forever? One of the more common CRM requirements that come from our current and prospective clients is how can my CRM and related ...
author Dick Wooden 7 Min Read
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