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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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Integrated Business with CRM - Desktop Productivity Tools

The importance of having an integrated business was previously mention in the article: "An Integrated Business is a Successful Business and the Value of CRM". 
author Dick Wooden 4 Min Read
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7 Essential 'Red Flag' Questions for Selecting the Right CRM

Is a contact and customer management solution right for you?  The following seven questions address the typical "red flag" scenarios that signify a need for contact and customer management. If you ...
author Dick Wooden 7 Min Read
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Six steps to printing those all-important Holiday address labels

Tips for Relationship Development You have picked your holiday cards but only have a few moments to get the address labels printed.  Follow these 6 simple steps to print the address labels using your ...
author Dick Wooden 3 Min Read
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Red Flag - Wasted time searching for a key piece of customer info..

Have you ever wasted time searching for a key piece of information about a contact or needed to retrieve exactly what you sent to a customer/prospect? One of the frustrations we often hear from a ...
author Dick Wooden 5 Min Read
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Top of Mind Tools for Success with CRM

Words we often hear from prospective clients : "I want to grow my database , qualify my leads, reach my contacts to stay at the 'top of their mind' and by the way - automate my business."  
author Dick Wooden 7 Min Read
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5 Ways to Protect Your Customer Base

You need to protect your customer business in tough times. In the face of retrenchment, it is increasingly costly and time-consuming to develop new business. It makes sense to keep your existing ...
author Dick Wooden 8 Min Read

Do 5 Days of Work in 4 Days - Mindset and Tips

Just before the recent 3 day national holiday I was talking to an entrepreneur and he mentioned that he "had to get 5 days of work done now in 4 work days".
author Dick Wooden 7 Min Read
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