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Customer Experience Improvement Tailor made CRM

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 ...

Dick Wooden 8 Min Read

Swiftpage e-Marketing Tailor made CRM

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 ...

Julie Cooper 7 Min Read

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Customer Experience Improvement Tailor made CRM

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 ...

Julie Cooper 7 Min Read

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Tailor made CRM Flexible CRM

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 ...

Dick Wooden 6 Min Read

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Productivity Tips Tailor made CRM

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 ...

Dick Wooden 6 Min Read

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Tailor made CRM Results Gained with CRM

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 ...

Dick Wooden 11 Min Read

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How to Successfully Select and Implement a CRM

Posts by Tag

3 Similarities between Couch Tent Design and CRM Design

3 Similarities between Couch Tent Design and CRM Design

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

Customer Retention - Are you forgetting to follow up?

Red Flag - No Insight into Status of Current Opportunities

Red Flag - Lack of organization - how to solve with adaptable CRM?

Management/C-Level Business Benefits with CRM

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