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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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Updated Outlook Sync and Integration for Saleslogix 8.1, part II

Have it Your Way...Contacts, Activities and Tasks Having it your way for synchronizing contacts and activities between Microsoft Outlook and Saleslogix is important and can be different for each ...
author Dick Wooden 9 Min Read
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7 Keys to Success with CRM - Tailor Solution to Your Needs

Select Adaptable CRM for Tailoring to Your Business Environment Implementing an effective CRM program for your business means evaluating your needs, assessing what solutions best meet your needs and ...
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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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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Sage 50 (Peachtree) Integration with ACT! It's Another "Double Play"

We are excited to announce the release of Sage50 (Peachtree) Link for Act! - Add-on Product from S50Data. This solution is our favorite integration developers that brought us the QSalesData - ...
author Julie Cooper 9 Min Read
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Summary Comparison - Subscription vs License for your CRM Solution?

Cloud Subscription comparison to Capital Purchase of CRM: The selection of a CRM system is key to success in the business development areas and for continuous improvement of the business in today's ...
author Dick Wooden 9 Min Read
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How much consulting should you buy? Factors affecting CRM Pricing

Your company has decided to purchase a new business system - it could be accounting, warehouse management, manufacturing, CRM, QA management, service management - it really doesn't matter. What you ...
author Dick Wooden 10 Min Read
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