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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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Referral Follow-Up: Layer on the Connections

You just got a referral. A strategic partner just sent one of his clients your way. Yippee! You’ve got it made, right? New customer, for sure, right? Wrong. Prospects referred to you by a strategic ...
author Dick Wooden 6 Min Read

Survey Winner - Does This Apply To Your Business

Hurray to our recent winner of the "Does this apply to your business" survey of small to medium sized businesses. In this survey there were 32 questions that were ranked from 0 - does not describe my ...
author Dick Wooden 4 Min Read

Next Steps to a Strong Referral Network with CRM

In an earlier post, I spoke about how to begin to grow a network of your strategic partners. Let’s recap with these two important points:
author Dick Wooden 6 Min Read
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First Steps to Building Your Referral Network

MY IDEAL CUSTOMER IS YOUR IDEAL CUSTOMER: First Steps to Building Your Referral Network Have you ever noticed how attorneys seem to share clients with financial advisors? They are strategic ...
author Dick Wooden 7 Min Read

Building a Referral Network and Integrate with CRM

author Dick Wooden 7 Min Read
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High Touch and High Tech: High Referral Businesses Need Both

Do you fear that technology and social media marketing will mean the end of the personal touch with your clients?   Not to worry. Buzz-worthy businesses are both high touch and high tech.   John ...
author Dick Wooden 6 Min Read
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