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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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Infor CRM Strategies: To Help Your Customer Service Team to Manage Customer Complaints

This is part 1 of a 3 part series where we will talk about Infor CRM strategies that empower your Customer Service Team to both manage and improve core elements of your customer relationship. In this ...
author Dick Wooden 11 Min Read
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Rescue trapped knowledge in your CRM

Avoid the Risks of Lost Knowledge  Are there years of information in your CRM that seems hidden? Does it take a person in IT to generate reports or modify your CRM? Have you ever felt that your CRM ...
author Dick Wooden 15 Min Read
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Emotion - Missing link in Customer Loyalty

A foundational leg of CRM in a  for-profit business is the retention of loyal and profitable customers.  But too many times the "Emotion" is left out and there is not a People First CRM focus. How a ...
author Dick Wooden 10 Min Read
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CRM Is The Glue - It Ties Information & How We Work Together

We recently met with a client's IT department director, the director of customer service and key sales managers.  As we finished up our next 90 day planning, the IT director turned and stated - "CRM ...
author Dick Wooden 9 Min Read
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Increase Awareness to Increase Sales and Revenue

People cannot buy what they are not aware of.  Even your existing customers are too busy to know what ways you can help and the products and services you also have. The average awareness is 25%.  75% ...
author Dick Wooden 7 Min Read
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Key warning signs you really don't know your customer!

Now let's be real here and take a bigger perspective of your company's  knowledge of its customers.   We often find that when my firm reviews how a prospective CRM client has been using their CRM ...
author Dick Wooden 13 Min Read
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Where CRM can help a Sales Professional accelerate performance

Areas for Improving an Individual's Productivity A new system is only useful if there are perceived benefits for the individual actually using it. The opposite is also true. A system introduced by ...
author Dick Wooden 11 Min Read
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