<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Meet Dick Wooden

Dick Wooden -Founder-President-Success-with-CRM-Consulting

As founder and President my passion is for leveraging your CRM to attract and engage new customers and consistently maintain great relationships.  Relationships are the life-blood of a family and of a successful growing business.  A purposeful CRM system agile enough for your business is critical in today digital era. 

We can help!


Dick signature-80

PS:  Check out of our brief welcome video below about the CRM consulting, implementation, and optimization services we provide for our clients using Creatio, Infor CRM or ACT!.   

Let's connect on Linked In here....


Welcome video and what you'll find on this web site:

Business association background:

  • Founder/President, Success with CRM Consulting, Inc.  - present
  • The Alternative Board (TAB) Certified Facilitator & Strategic Business Leadership (SBL) Certified Coach
  • Infor CRM channel partner
  • Michiana BNI past President, Secretary/Treasurer
  • Hubspot Sales Software certified partner
  • Inbound Marketing Certified Professional (Honors degree) and Educator 
  • Entrepreneur Peer Learning,  PeerSpectives® facilitator
  • Napoleon Hill Foundation, PMA Science of  Success
  • Past President, Michiana Chapter of BNI (Business Networking, Inc.)
  • Partnership- Wooden Brothers Crop Farms
  • Consulting Director, Marshall & Poe, LLC - since 2003 with focus on Small to Medium size business development
  • Principal, Marshall & Poe, LLC with focus on CRM and application development for 15 years
  • Microsoft Systems Engineer and SQL Database Designer as System Integrator for 10 years 


Let's connect over a conference call.  Schedule_a_phone_call.png


  • Drive for search for excellence
  • Curiosity in understanding for creating a better working environment
  • Daily desire to help my clients be successful and working to provide valuable business solutions.
  • A life-long learner who is committed to the never-ending task of unlocking value for the clients I choose to serve !
  • A Passion for CRM- excellence in customer service and sales performance.
  • Thirst for Knowledge and continuous improvement.  Like the 4-H motto, "Make the Best, Better".
  • Over 38 years of consulting with business clients to define their desired outcomes and developing solutions that get the results that are looking to achieve.

A background in using Technology to achieve business Success

  • Bpm'online (Creatio) Integrator certification
  • HubSpot Sales Software Certified and Partner
  • Infor CRM (Saleslogix) Implementation Consultant 8.3 & earlier
  • Infor CRM Cloud Implementation Consultant
  • Infor CRM (Saleslogix) Web Development Consultant 8.3 & earlier
  • Saleslogix Administrator, Engineer & Developer
  • ACT! Certified Consultant
  • Microsoft certified network engineer and SQL database administrator
  • Application engineer and developer

Background and Interests

I started this life as the oldest son of a family farmer and school teacher.  My parents were always positive and encouraged me in my pursuits.  They were always looking for a better way to achieve what they were doing for themselves and for others.  I was able to enjoy 10 years in 4-H as a4H-Success-consultant-Michiganmember and leader helping other young adults achieve success.  After college success I returned home to partner with my dad and later my brother in the farming operations.  I rose from a county director to state president of the second top agriculture commodity for Michigan participating on the board of directors for 11 years. 

As the IBM PC became available and personal computing took off in the early 80's I designed and developed software for local client entrepreneurs.  In the early 80's I joined with Chuck Marshall as a business consultant and later as a principal partner with Marshall & Poe, LLC.  For the last few year I have focused on Business relationship development strategies and systems for clients in my Success with CRM Consulting, Inc. business.

So I'm a generational farmer turned applications designer/developer turned business management consultant in 1980'-90's. As a consultant, implementer and system support person I have focused on success of my clients. My business philosophy is around a remarkable customer experience, effective marketing and profitable sales using CRM strategy and tools.

My 2 daughter's and their families live close by so my wife of 42+ years and I are able to participate in the lives of our 6 grand children.   We love to travel the western US and participate in the National Park experience!  There is so.... much the United States has to offer - for those who seek success.


Music and words that Move.....

Welcome the Rain - Walk the Talk



Alan Jackson - Remember When 


Mary Chapin Carpenter - Stones in the Road


Sarah McLachlan - Angel


The Carpenters - We've Only Just Begun


The Turtles - Happy Together


The Highway Men - America Remains


Dire Straits - Brothers in Arms


Pink Floyd - High Hopes



The Rolling Stones - Paint it Black


The Door - The END.........


Specialist In

Our Recommended Solutions that we help to design, implement and support:



Infor CRM Channel Partner 




TAB Certified Facilitator
SBL Certified Coach