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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Business Knowledge for the Next Level - Creatio CRM

Repeatable and consistent success in business depends on a core strategy revolving around the quick and easy access to knowledge. Knowledge is typically found in database systems.  It means having ...
author Dick Wooden 8 Min Read
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How to Take the Scariness out of That Big Decision

The unknown is scary, isn’t it? What’s hiding in the dark that we can’t see? Will a skeleton jump out and do us in?  Where can I safely step? Fright from the unknown in business lacks the amusement ...
author Dick Wooden 7 Min Read
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CRM Initiative Success: Executive Support and Beyond

Knowing the factors making a CRM initiative successful Did you know that up to 90% of a CRM initiative’s success has nothing to do with technology? It's a surprising fact given that a CRM is a form ...
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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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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Make Your Business Work Smarter - Sales & Service to Next Level

What do you need to take your business to the next level of sales performance and customer service? In our series, Make your business smarter - with a CRM Foundation, we are focusing on a few key ...
author Dick Wooden 8 Min Read
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An Integrated Business is a Successful Business- Value of CRM

Developing a more successful business and enjoying the life of an entrepreneur is most often the key objectives I hear as a business coach and CRM systems implementer.  Taking a business to the next ...
author Dick Wooden 8 Min Read
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