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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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10 more smart ideas to optimize the benefits from your CRM

Make your business work smarter with CRM: In the day in and day out struggle with running a business sometimes you have to stop working IN your business and start working ON your business. In ...
author Dick Wooden 13 Min Read
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10 more Proven Bright Ideas for Greater Business Success with CRM

Along our well-traveled business development road we have come across more bright ideas to share with our readers. Here are another 10 proven bright ideas for starting or resuscitating your CRM ...
author Dick Wooden 13 Min Read

More Listening Results in a Simply Smarter Solution

The Shared Discovery Process The other day Julie and I were visiting a local Sage ACT! small business client that had recently hired a new field sales representative and a new marketing person.  The ...
author Dick Wooden 6 Min Read

Don't sell me a CRM System - Show Me a Way to......

Knowledge transfer starts here.... Yes, a CRM strategy and business system can help a business improve its processes in getting, growing and keeping profitable customers in many ways.
author Dick Wooden 6 Min Read
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Core Principles for Life, Farming and Business Success.

There are laws you choose to follow and laws that simply exist.  The law of gravity, roughly translated, states that since you are a lot smaller and lighter than the planet earth, you will be drawn ...
author Dick Wooden 7 Min Read
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Comparing Smart Tasks to Activity Series in ACT!

One of the new capabilities of ACT! 2011 is the addition of workflow using "Smart Tasks".   We have covered these in prior blog articles, here. Smart Tasks and activity series are similar because you ...
author Julie Cooper 7 Min Read
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Successful Businesses Are Built for Decisions: Start with the Chart

Start with the chart    
author Dick Wooden 10 Min Read
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