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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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Are you afraid to rip off the Band-Aid?

The following is a guest post from our friends at Blue Star IT Services & Solutions in Goshen, IN.  We thought this provides fresh ideas on making a change for a better performing and secure ...
author Dick Wooden 6 Min Read
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Secret Marketing Weapon for Referral Growth

Referrals through Donut Marketing - The Enterprise Story In the beginning, actually the 1980’s, Enterprise Rent-A-Car started taking donuts to insurance agents as a way to get referrals for people ...
author Dick Wooden 6 Min Read
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10 Guidelines to Develop Your Referable Behavior

It has been said that behavior drives actions and actions drive results.  With competition getting tougher every year it is important to reflect on the basics.  I remember that the great basketball ...
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
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Who Are Your Ideal Customers, and What Do They Love About You?

Your Ideal is..... Don’t assume you know what it is that your customers value most about what you do – ask them! Ask lots of them. Specifically, ask your ideal customers and then really listen to ...
author Dick Wooden 6 Min Read

Building a Referral Network and Integrate with CRM

author Dick Wooden 7 Min Read
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