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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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3 Similarities between Couch Tent Design and CRM Design

How does the creation of a living room, couch tent follow the best practices of CRM design? My grand daughter was over for the July 4th holiday and she wanted to build a tent.  This is where you ...
author Dick Wooden 8 Min Read
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Costs of an Ineffective CRM Starts Business Transformation

What are the "Costs" of an Ineffective CRM? From our prospects comes this list of issues that their ineffective CRM caused before they became our clients. What would be the critical tangible costs ...
author Dick Wooden 8 Min Read

Your CRM Guide: The Power of Corporate Memory

CRM as a Protector of Relationships In every company employee turnover is a challenge. Apart from the replacement and other associated costs, an underestimated disruption is just how many of your ...
author Dick Wooden 3 Min Read
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10 Question Performance Checklist for better CPQ in CRM

Feel confident you are giving your customers and prospects a professional quotation that they and you can count on? In this ever increasing crazy, busy world I bet your customers and prospects expect ...
author Dick Wooden 7 Min Read

WARNING: Your Sage ACT! is only a Rolodex

You only have a fancy, high cost Rolodex Warning, business owners and managers! Watch out because your business vision of having  engaged sales professionals and a database full of business ...
author Dick Wooden 7 Min Read
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Sales Strategy- Fulfill the Customer's Needs

Turn around sales with strategies that work Sometimes increasing sales requires the flexibility to change the way you're doing business. Instead of working "IN" your business, take a peaceful moment ...
author Dick Wooden 7 Min Read

The Right People? The Right Seats?

The importance of people in strategic places is ever more critical today.  
author Dick Wooden 8 Min Read
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