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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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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

Personal Details Matter - CRM to the rescue

Have you ever really connected with someone at a networking event or during a sales call? Maybe your children are the same age, or you support the same sports team, or you share an affinity for ...
author Dick Wooden 4 Min Read

Next Steps to a Strong Referral Network with CRM

In an earlier post, I spoke about how to begin to grow a network of your strategic partners. Let’s recap with these two important points:
author Dick Wooden 6 Min Read
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Who Are Your Ideal Customers, and What Do They Love About You?

Your Ideal is..... Don’t assume you know what it is that your customers value most about what you do – ask them! Ask lots of them. Specifically, ask your ideal customers and then really listen to ...
author Dick Wooden 6 Min Read
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Knowing Your Ideal Customer Really Well....

"We are all in a People Business" This simple statement struck me a few years ago as I went to read a business success book- from the 1960's....  Yes, that may seem like a long time for some of you - ...
author Dick Wooden 7 Min Read

Nurturing Relationships - 7 Easy-Steps to E-newsletters

As many of you know we have been creating a monthly electronic Newsletter for over 5 years.  It has been a consistent and valuable method to "Keep in Touch" with our clients, friends and prospective ...
author Dick Wooden 8 Min Read

Know Your Customer - Analytics as Competitive Advantage #2

"I want to take my business to the 'Next Level.'  How do I turn all this data I have into actionable insights?" We often hear this question from our clients. 
author Dick Wooden 10 Min Read
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