Meet Dick Wooden

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!

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.

Characteristics:

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 a 4H-Success-consultant-Michigan member 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.