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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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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 29 Min Read
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Business drivers that decision makers care about.

Your world is crazy busy and there is only enough time to focus on the key aspects that most affect your business.  
author Dick Wooden 9 Min Read
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Business Imperative - How CRM Enables Strategic Achievement

This could be you: CEO leads organization to achieve more effective dealer network Put yourself in this scenario: you are the CEO of a privately held, premier cabinet manufacturing company that ...
author Dick Wooden 21 Min Read
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Appreciation- Increase the Value of Your Business

Some businesses have a couple of special customer appreciation days each year. That can be part of a good marketing strategy, but Julie and I advise our entrepreneurial clients to make every day a ...
author Dick Wooden 6 Min Read
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Business Drivers that CRM Equips You to Accelerate

Your world is crazy busy. Your time is precious. You’ve only got enough of it to focus on what most affects your business.  You need solutions that free you for those priorities.
author Dick Wooden 5 Min Read
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CRM Implementation: Focus on the "how" with 3 strategies

What do you expect from a customer relationship management, or CRM, system? Adopting one is about a lot more than simply organizing prospect and customer details. It’s a considerable shift in how ...
author Dick Wooden 13 Min Read
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What is needed before 2025 for remarkable customer experiences

What kind of experience will customers expect from your business in 2025? Earlier we highlighted two priorities of customers that I shared with business leaders attending a recent national bpm’online ...
author Dick Wooden 6 Min Read
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