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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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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 - 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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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
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