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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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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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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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Secret Marketing Weapon for Referral Growth

Referrals through Donut Marketing - The Enterprise Story In the beginning, actually the 1980’s, Enterprise Rent-A-Car started taking donuts to insurance agents as a way to get referrals for people ...
author Dick Wooden 6 Min Read
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Segmenting Your List - Profitable Target Marketing

3 Steps to Engage Your Readers with Relevant Content Do not send out that email blast just yet!  Did you have a solid strategy that includes methods to effectively reach your target markets? Are you ...
author Julie Cooper 6 Min Read
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14 CRM Best Practices for 2014 - Start NOW!

Which best practice techniques would turbo charge your CRM initiative? Constant evolution of your CRM platform is important, but waiting until New Year's day 2014 is not a recognized best practice.  ...
author Dick Wooden 11 Min Read
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Sage 50 (Peachtree) Integration with ACT! It's Another "Double Play"

We are excited to announce the release of Sage50 (Peachtree) Link for Act! - Add-on Product from S50Data. From our favorite integration developers that brought us the QSalesData - QuickBooks link to ...
author Julie Cooper 9 Min Read

15 charts that will restore your faith in the American economy

Economy Improves - Faith Increases:  In our CRM consulting business we come across many different industry segments in the small to medium-sized category with 5 to 500 employees. From what we are ...
author Dick Wooden 5 Min Read
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