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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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Serve Your Target Market Better - ACT! for Non-Profit

Non-profit serves housing needs by organizing volunteers and material donations.   Skip Brown leads a non-profit organization called Freedom Builders in Traverse City, MI. They’re rebuilding homes ...
author Julie Cooper 7 Min Read
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Three Pillars of Business Success with CRM

"The purpose of business is to create and keep a customer", Peter F. Drucker.  That statement from one of my mentors has always stuck with our business focus and links to our core purpose as a ...
author Dick Wooden 7 Min Read

The Economics of Email Marketing. Is It Worth It?

The economic climate today might lead you to wonder if email marketing is truly still worth the time and expense. 1. Opportunity Cost Email marketing proves itself year after year with incredible ...
author Julie Cooper 3 Min Read
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Focused Business Development with more Value from CRM

To improve sales, you don't necessarily need more customers. You need better matched customers. Also if you don't focus on ideal clients in your target market you might get someone you don't want.  ...
author Dick Wooden 7 Min Read

Last minute planning for lead generation marketing

Is your marketing generating the leads, additional business and customer loyalty that you expect? The last quarter of this year has exploded for our business with new clients, additional referrals ...
author Dick Wooden 9 Min Read

Two Critical Mistakes with New Contact Information in CRM

In today's market it's even more crucial to be found and to get your marketing materials in front of the right people. Once you have made contact you need easy and effective ways to capture that ...
author Dick Wooden 6 Min Read

Use CRM for Acquiring Profitable Customers

Some people really like data. They like to play with numbers, create charts and graphs, and quote indeterminate statistics.  
author Dick Wooden 5 Min Read
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