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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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Lies of CRM Sales and the Real Work for Success

Full disclosure: CRM won't work miracles Do you believe everything some CRM salespersons tell you about the no-cost of implementing your software and all its benefits that won’t require you to lift a ...
author Dick Wooden 10 Min Read
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CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
author Dick Wooden 10 Min Read
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10 Warning Signs Your Business Needs a CRM System: Lagging Indicators

In "10 Warning Signs Your Business Needs a CRM System - Leading Indicators", we discussed signs that you're outgrowing your current processing system and should start considering a CRM. "Lagging ...
author Dick Wooden 18 Min Read
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Creatio Comparison to HubSpot Sales Professional

Creatio (formally bpm’online) and HubSpot Sales Professional are two popular Customer Relationship Management (CRM) systems: software that helps companies track customer/employee interactions, lead ...
author Julie Cooper 5 Min Read
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What do executives say about CRM’s value?

“Gut level” truth about people Why is CRM, or customer relationship management, valuable to a business owner or someone like a VP of Sales and Marketing?  I’ll give you a hint: People are the key. ...
author Dick Wooden 11 Min Read
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2 People Hold the Key to Your Successful CRM Adoption

How hard is it to get your staff to actually start using new software? People get comfortable with what they know and are bound to have a learning curve on something new, even with training. Too ...
author Dick Wooden 5 Min Read
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7 Keys to Success with CRM - People Always Come First

Customer Relationship Management - Because People Should Always Come First If you’re a business, you have customers. If you have customers, you want to keep them happy – because without them you have ...
author Dick Wooden 11 Min Read
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