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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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Why Choose When You Don’t Have To?

SaaS or on-premise CRM? You no longer have to choose. When working with a prospect CRM buyer, we are asked does your solutions allow our business to keep the CRM information in house and on-premise ...
author Dick Wooden 5 Min Read

Does the CRM Solution Offer the Flexibility Your Business Needs?

A key business question we get asked is "Does the CRM system offer our business the flexibility that we need?" Having been involved in the Design, Implementation and Support of CRM Systems for over ...
author Dick Wooden 11 Min Read
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Red Flag - Wish for Personal Assistant who kept you informed..

I bet each of you wished you had a personal assistant who kept you informed of every upcoming appointment, important date and task!  When we hear from a prospective client their challenges with ...
author Dick Wooden 7 Min Read
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Red Flag - Lack of organization - how to solve with adaptable CRM?

Lack of organization causes wasted time and resources When we get a phone call with a new prospect inquiring about contact or customer management one of the first statements we hear is "I want to ...
author Dick Wooden 6 Min Read

11 Critical Mistakes Salespeople Make with their CRM - #2

In the next series of blog posts we are going to discuss 11 critical mistakes that salespeople make with their CRM and how they can avoid them.
author Dick Wooden 7 Min Read

Jive Talking - Sage ACT! and Microsoft Outlook

Sage ACT! and Microsoft Outlook are made for each other and each provide benefits to all the staff in your business.
author Julie Cooper 4 Min Read
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ACT! and Outlook Integration Increases Productivity

Enjoy the benefits of seamless integration that now allows you to have the same contacts in Outlook as you do in ACT!. Plus, ACT! will keep your busy calendar updated in both places, and help you cut ...
author Dick Wooden 7 Min Read
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