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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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Nurturing Relationships - 7 Easy-Steps to E-newsletters

As many of you know we have been creating a monthly electronic Newsletter for over 5 years.  It has been a consistent and valuable method to "Keep in Touch" with our clients, friends and prospective ...
author Dick Wooden 8 Min Read
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Friday Fun ACT Tips - No Compiling Call Reports, How Cool is That?

Sales Activity Reporting at your fingertips Question:  --“The Management” "My sales reps spend 6-8 hours compiling a call report for our Monday meetings. I can’t help but think about the time they’re ...
author Julie Cooper 6 Min Read
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Friday Fun ACT Tips - No more spreadsheets and duplicate entry!

Question: 
author Julie Cooper 5 Min Read

You Aren't Buying a CRM System but instead.....

Have you heard it said before that you don't really buy a lamp but you are buying the ambiance and light that it produces.  You don't buy a power drill but the clean and easy holes that it can drill.
author Dick Wooden 10 Min Read
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Top of Mind Tools for Success with CRM

Words we often hear from prospective clients : "I want to grow my database , qualify my leads, reach my contacts to stay at the 'top of their mind' and by the way - automate my business."  
author Dick Wooden 7 Min Read
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