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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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Guess less. Grow more. Sales nirvana...

Guess less - grow more profitably There ought to be a better ways to connect with customers and prospects about what they are most interested in so you don't have to guess as much and you can grow ...
author Dick Wooden 7 Min Read
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Segmenting Your List - Profitable Target Marketing

3 Steps to Engage Your Readers with Relevant Content Do not send out that email blast just yet!  Did you have a solid strategy that includes methods to effectively reach your target markets? Are you ...
author Julie Cooper 7 Min Read
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20 Past-Due Warning Signs Your Business Needs a CRM System

 In "20 Warning Signs Your Business Needs a CRM System - Part 1", we discussed "Leading Indicators" - signs that you're outgrowing your current processing system and should start considering a CRM. ...
author Dick Wooden 18 Min Read
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7 Keys to Success with CRM - Pulling it all Together with CRM

In this 7 Keys to Success with CRM series we started with the extreme importance of People First strategy and focus.  Next the focus moved to Processes and finally to the software and technology ...
author Dick Wooden 6 Min Read
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Steps to Activate Effective e-Marketing with CRM

Start with a strategic decision - who is your ideal target customer? Many of the businesses we work with use their email marketing primarily for sales - creating qualified leads, nurturing a prospect ...
author Dick Wooden 22 Min Read
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7 Keys to Success with CRM - Process Ties People Together

Tie People and Processes Together with CRM Once you have taken into account all the people and their needs, you need to have processes that successfully tie them together. Effective CRM processes ...
author Dick Wooden 11 Min Read
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Sage 50 (Peachtree) Integration with ACT! It's Another "Double Play"

We are excited to announce the release of Sage50 (Peachtree) Link for Act! - Add-on Product from S50Data. From our favorite integration developers that brought us the QSalesData - QuickBooks link to ...
author Julie Cooper 9 Min Read
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