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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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3 Similarities between Couch Tent Design and CRM Design

How does the creation of a living room, couch tent follow the best practices of CRM design? My grand daughter was over for the July 4th holiday and she wanted to build a tent.  This is where you ...
author Dick Wooden 8 Min Read

Keeping Your Sales Funnel Filled While on the Road-Sage ACT

I’m always on the road, but I need to keep the sales funnel filled or my sales productivity will suffer! Logistics for the client, logistics for yourself! Our next story involves an independent rep ...
author Julie Cooper 7 Min Read
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Customer Retention - Are you forgetting to follow up?

The Financial Advisor who delivers on follow up -- every time. Everybody needs a niche. For our client at the College Planning Center, the niche within the broad world of Financial Advising is that ...
author Julie Cooper 7 Min Read
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Management/C-Level Business Benefits with CRM

When I'm communicating with entrepreneurs and executive management, we discuss the business benefits that matter most to them when implementing a Customer Relationship and Management system.  The ...
author Dick Wooden 11 Min Read
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