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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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Time is a Thief - Success with CRM is the Cure

Time is the one resource we cannot add to not matter what.  The clock keeps ticking whether we accomplish something or not.  Time steals our accurate collection of thoughts.    We do forget the ...
author Dick Wooden 7 Min Read
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Question day: How might You have a better business with CRM?

Today March 14th is "Question Day".  It marks the 135 anniversary of the birth  of Albert Einstein, a life-long champion of questioning and curiosity. He stated the importance of asking a good ...
author Dick Wooden 5 Min Read
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7 Keys to Success with CRM - Pulling it all Together with CRM

In this 7 Keys to Success with CRM series we started with the extreme importance of People First strategy and focus.  Next the focus moved to Processes and finally to the software and technology ...
author Dick Wooden 6 Min Read
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7 Keys to Success with CRM - Select CRM that Suits Your People

Select the software program that supports your processes and suits your people The dirty little secret of business software is that there’s not a lot of difference between all the programs out there. ...
author Dick Wooden 7 Min Read
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Is your CRM System Supporting or Suppressing You?

Time for a review of what is working, what is not and how to proceed. We live in a crazy busy world but successful companies step back every so often to gain a fresh perspective of what is occurring ...
author Dick Wooden 9 Min Read
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Next Logical Step as Your Business Grows and Changes-Infor CRM

Congratulations on your current business success so far... Whether you have been using ACT! or another contact management solution, you may require additional capabilities as your business grows.  ...
author Dick Wooden 13 Min Read
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TaskCentre Web Service Connector Tool Released

Orbis Software recently announced the formal release of the TaskCentre Web Service Connector Tool incorporating the new Data Transformation Component.  This additional tool provides enhanced ...
author Dick Wooden 6 Min Read
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