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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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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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Red Flag - No Insight into Status of Current Opportunities

Have you ever wished you could gain a clear insight into the exact status of all current opportunities - whether for yourself or your team? This is a common issue Julie and I hear when we talk with ...
author Dick Wooden 6 Min Read
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Red Flag - Lack of organization - how to solve with adaptable CRM?

Lack of organization causes wasted time and resources When we get a phone call with a new prospect inquiring about contact or customer management one of the first statements we hear is "I want to ...
author Dick Wooden 6 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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