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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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7 Key Benefits for C-level Executives when considering CRM

Business leaders who consider implementing a customer relationships and management system, or CRM, want to know how CRM will benefit their company. They can expect to gain these seven key benefits. ...
author Dick Wooden 14 Min Read
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7 Helpful Ways Mobile CRM Makes a Difference in Your Business

Customer Information at Your Finger Tips I bet that you already have a smart phone and probably also a tablet like Apple's iPad or Samsung Galaxy 10.1 (our recommendation).  Most likely you cannot ...
author Dick Wooden 10 Min Read
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14 CRM Best Practices - Start NOW!

Which best practice techniques would turbo charge your CRM initiative? Constant evolution of your CRM platform is important, but waiting until New Year's day 2021 is not a recognized best practice.  ...
author Dick Wooden 12 Min Read
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10 Bright Ideas for Greater Business Success with CRM - part one

A CRM system will fail or succeed for several reasons. When it does fail it's often because several requirements were not considered. It takes a customer-centric vision across all departments and ...
author Dick Wooden 11 Min Read
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Win More Sales: Align Sales, Product and Customers with CRM

Clearly understand the problems you solve A consistent review to gain clear understanding of the problems you solve for your customers can bring important insights for continued business success. Why ...
author Dick Wooden 13 Min Read
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Making it all work with CRM - There must be a better way

Making sense of what you face: Sometimes you just know there must be a better way. You know in your gut that your business isn’t working as well as you want it to. Then someone, like Dick or Julie, ...
author Dick Wooden 10 Min Read
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7 Reasons Not to Use Mobile CRM

Is Mobile CRM right for you? We've talked about how Creatio Mobile app is changing the way people build relationships. How you can manage clients from your phone? How tablets have changed the sales ...
author Dick Wooden 9 Min Read
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