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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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Know more, Sell more when CRM works with you

Two thirds of this year is gone! The dog days of summer are ending.  Only one third of 2016 is left to make an impression.  Enjoy the following resources to make this year one to remember The ...
author Dick Wooden 8 Min Read
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The Twelve Golden Principles of Selling Smartly and using CRM

Principles lay the foundation for selling smarter with CRM by your side. A large part of our CRM system design and implementation involves the "Sales" side of our clients' business. So it is safe to ...
author Dick Wooden 22 Min Read
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What Do You Want To Automate, While Away?

Keeping the business running smoothly while you are away You have been away on an extended holiday or vacation. You are getting stressed about catching up on the work that piled up while you were ...
author Dick Wooden 6 Min Read

What's New in Sage ACT! 2013

  Sage ACT! 2013 is shaping up to be another exciting release.  Yes, 25 years and still going strong!
author Julie Cooper 11 Min Read

Making your Business Development System more Social

Improving the Clients' Experience...Number 1 for 2012. While recently visiting with the founder and President of a large regional Information Technology firm, we were discussing his recent ...
author Dick Wooden 8 Min Read
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Integrated Business with CRM - Web Services and Social Media

Another area to consider is the integration of Web Services and Social Media with  the customer's record in CRM. Enrich Customer Profiles with Web Services and Social Media: Build richer, more ...
author Dick Wooden 4 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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