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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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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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Marketing Fields You MUST Have in Your CRM

Amplify Your Marketing ROI by Identifying Key Customer Characteristics You’ll get more return on your investment in your CRM system if you identify and capture important customer information. This ...
author Dick Wooden 13 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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15 actions to achieve better CRM user engagement and adoption

Long-term success with CRM depends on user engagement It’s inevitable: Things change in the business world, and we’d better be able to keep up. How can you help your team adapt to change when you ...
author Dick Wooden 13 Min Read
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How to Choose CRM Software - Starting Point Guidelines

A CRM systems responsibility in CRM selection Let's start with the core beliefs for the reality about CRM - Customer Relationship Management software.  The software itself is the technical component ...
author Dick Wooden 13 Min Read
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10 Steps for Capturing Collective Intelligence with CRM

Increase Sales Enablement Actions Available using Infor CRM We are often asked for our recommendations for improving the involvement of Sales Professionals, Customer Service and Managers with a ...
author Dick Wooden 18 Min Read
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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 27 Min Read
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