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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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What Job Do You Need to Get Done?

Define the Job and right Solution to Accomplish When you really get down to getting smart work done it helps to clarify - what is the job that needs to get done. Additionally, we need to consider the ...
author Dick Wooden 9 Min Read
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Build Strong Relationship with Clients - CRM for Professional Services

A cutting-edge CRM software to help companies stay ahead of the competition. Previously we have mentioned the joys of relationship development and management that is found in dealing with ...
author Julie Cooper 6 Min Read
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Customer Care Excellence using Bpm'online CRM

Leverage Customer Relationship Management to enhance customer service and build loyalty Your CRM system has the core components of company accounts, contacts and communications of your staff with ...
author Dick Wooden 16 Min Read
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Breakout of the typical customer experience - using CRM

Compare the typical customer experience to what the customer actually desired This Temkin Group video shows the importance of emotion when it comes to an organization's approach to customer ...
author Dick Wooden 8 Min Read

Optimized professional services CRM - TimeLinx

Extend the value of Sage SalesLogix across the Customer and Product lifecycles If you have a professional services firm or a business that depends on project management to measure success then ...
author Dick Wooden 5 Min Read
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Dial in to Relationships - CRM Professional Service Firms

Joys of Relationship Development and Management One of the joys of our business is working with other business professional service providers.  It may be financial advisers, CPA's, Information ...
author Dick Wooden 7 Min Read
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