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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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Breakout of the typical customer experience - using CRM

Compare the typical customer experience to what the customer actually desired This Temkin Group video shows the importance of emotion when it comes to an organization's approach to customer ...
author Dick Wooden 8 Min Read
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Keys to CRM Success - Building a Successful CRM Evaluation

Previously we have discussed How to choose CRM software - starting point guidelines and a road map in getting started in your CRM discovery journey, The following article expands on this topic from ...
author Dick Wooden 12 Min Read
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Freedom of Choice Rings True July 4th and in Best of CRM

Freedom of Choice Rings True  For America, July 4th has a very special place in our history and our culture.  It signifies our desire for freedom and the choices brave souls made over 240 years ago. ...
author Dick Wooden 10 Min Read
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Valuable outline for crafting a successful CRM implementation

The following is a helpful outline for leading a successful CRM initiative. The importance of communications and education themes are highlighted throughout! It's important to layer in the proven ...
author Dick Wooden 13 Min Read
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Give Your Sales Staff the Tools They Need

Many of our Sales Managers and VPs of Sales tell us that they struggle to figure out what their sales people are focusing on. It is not easy to predict future revenue when you don’t have a complete ...
author Dick Wooden 9 Min Read
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Get a CRM that's BIG enough for your business

The most common reason that clients come to us is to have a more capable, well-used CRM system that  works purposely for their business. Basically they have outgrown their current system.  If your ...
author Dick Wooden 10 Min Read
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