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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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Automated Lead Management - TaskCentre as Virtual Assistant

Using Technology for a Smarter Business and Automated Lead Management We all realize that saving time for more productive uses is a smart decision. A specific area where technology can help to ...
author Dick Wooden 8 Min Read

Use CRM for Acquiring Profitable Customers

Some people really like data. They like to play with numbers, create charts and graphs, and quote indeterminate statistics.  
author Dick Wooden 5 Min Read

Building Your Email List (and Your Loyal Customers)

Quality Email Marketing is Still Alive and remains a valuable business relationship development strategy.   Consider these tips for building a deeper and more valuable email list. Offer Incentives
author Dick Wooden 7 Min Read

Next Steps to a Strong Referral Network with CRM

In an earlier post, I spoke about how to begin to grow a network of your strategic partners. Let’s recap with these two important points:
author Dick Wooden 6 Min Read
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First Steps to Building Your Referral Network

MY IDEAL CUSTOMER IS YOUR IDEAL CUSTOMER: First Steps to Building Your Referral Network Have you ever noticed how attorneys seem to share clients with financial advisors? They are strategic ...
author Dick Wooden 7 Min Read
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Finding Targeted Leads - Just Got Easier in ACT

You know who your ideal target customer is and you are looking for more OR you are trying to expand your market share.  Well, the searching for targeted leads just got a lot easier - that is if are ...
author Dick Wooden 5 Min Read
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Acquire + Retain + Develop Customers for Success with CRM

Customer relationship management involves business relationship development:  To Acquire, Retain and Develop customers. As an Infor Channel Business partner and a small business entrepreneur focused ...
author Dick Wooden 8 Min Read
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