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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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How Customer Service Reps Use CRM to Provide Better Service

Value in the Company's Customer Service Team Generally when the topic of CRM software comes up, people immediately think about how salespeople use the system, but rarely how Customer Service ...
author Dick Wooden 10 Min Read
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Rescue trapped knowledge in your CRM

Avoid the Risks of Lost Knowledge  Is there years of information in your CRM that seems hidden? Does it take an person in IT to generate reports? Need to translate those digital 1's and 0's into ...
author Dick Wooden 14 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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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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Why Sons of Anarchy Won't Use CRM - But Should!

The FX TV series, Son's of Anarchy is an adrenalized drama with darkly comedic undertones that explores a notorious outlaw motorcycle club's (MC) desire to protect its livelihood. It is a popular TV ...
author Dick Wooden 7 Min Read
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Power to Resolve - Getting Success with CRM for Your Business

It takes resolve to get the desired success from CRM or any other change initiative "The challenges companies experience undertaking CRM, are not solved just by deciding to work together.  It ...
author Dick Wooden 7 Min Read
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