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Free CRM Success and Business Resources

Provided for Our Friends and Clients

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Gather the must-have, like to have, and don't need CRM system capabilities for creating team ownership

Key Capabilities Checklist-download

Use our free "CRM Capabilities Self-Assessment" to poll sales, marketing, customer service, and operations before you chose a new CRM.

How to Successfully Select and Implement a (Well-Used) CRM

how to coverLearn how to navigate your options so you don't get burned by a bad CRM implementation. 

A customer relationship management (CRM) system captures customer information, which you analyze and use to make informed decisions that improve customer satisfaction and generate more, better-qualified leads.

The big question: HOW?


This eBook walks you through the steps of selecting and implementing a CRM and discuss topics like:

  • Operations requirements
  • Data security
  • User adoption
  • Planning for the future
  • And more!

Ready to get started? Click here to download

Download our CRM capabilities checklist where members of your organization select what is a Must Have, a Like to Have and a Don't need capability.

Use our free “CRM Capabilities Self-Assessment” to poll sales and marketing, customer service, and operations before you choose a new one.

Click here to obtain



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Resources: Planning for CRM Success

18 Requirements for Business Success with CRM

Getting Started Navigation

Characteristics of Well-Used CRM

CRM Buyer's Guide

CRM Buyers Guide - CreatioInsight to help savvy buyers make a well-informed CRM buying decision.

Learn what to do and what not to do in crafting a winning CRM strategy and defining requirements using a use case approach.

Identify industry analytical reports and user review platforms to consider.

Click here to obtain



Choose the Right CRM - avoid 3 costly mistakes

3 most expensive mistakes cover pg.pngLearn how to avoid the three most expensive mistakes from the wrong CRM decision.

A well-chosen customer relationship management (CRM) will leverage technology to make it easy for you to keep your customers happy.

When well-designed and implemented, a good CRM will organize, automate and synchronize your marketing, customer service, and technical support activities. 

It will also provide rich data, on-demand, which will help you make effective business decisions to drive future growth.

In this eBook you'll learn:

  • How to avoid making an expensive mistake with your CRM decision
  • Why it's important to get the right professional help
  • How to choose the right CRM for your business and your people
  • How to design the CRM solution to fit your needs
  • How to put it all together – the technology plus the people – to create a successful CRM for you and your business.

CRM Strategies to Provide Better Service to Your Customers

Smart Companies use CRM for Customer Service-1.png


Julie and I noticed that many of the features of mid-level and enterprise CRM solutions such as Infor CRM (formerly Saleslogix) are more geared to ongoing service than for sales. We wrote this guide for CRM strategies utilizing Infor CRM for operations managers and COOs that want and need better ways to manage their customer's wants and needs.  

If you or someone you work with manages a support operation of 10 employees or more, I suspect they will get a few useful insights from this E-book. Please do them a favor and forward this page to them.  Their entire department will appreciate it. 

7 Keys to Success with CRM368c5536-0283-432e-a60e-ca8750761b82-1.png A successful CRM Implementation is not a destination, it's a journey.  In this eBook you'll learn:

  • What CRM can do for you
  • How and where to get the right partnership help
  • The things you need to know before choosing a CRM tool
  • How to tailor the process solution to your needs
  • How to tie everything together



How to Choose the right CRM system 

People:  An  Opportunity - Not a Roadblock. Technology should serve the needs of people, not the other way around. In this eBook you'll learn:

  • Find the Right 'Pilots' or early adopters who can train other users
  • Promote adoption of the new CRM system
  • Implement your new system as a team effort


The Beginner's Guide to CRM

"Customer relationship management" can sound intimidating to small and medium-sized businesses. A few spreadsheets and rules of thumb will do fine for a start-up business with only a few customers. But what happens when a business starts to boom?  Here is what is covered.The Beginners Guide to CRM.png

  • What is a CRM
  • Which companies use a CRM
  • 4 Benefits of a CRM
  • 9 Must-Have CRM Features
  • Next Steps

Make CRM Stick - How to Success Where Others Fail



In this eBook you'll learn:

    • Success where others fail with CRM
    • Create a solid implementation plan
    • Choose a highly flexible solution
    • Choose a CRM system that's easy to personalize
    • Use email to your advantage
    • Select a system with social media capabilities
    • Go live with CRM - and not look back.


Executive CRM Decision Survey

Get an actionable report from 14 key question survey.

Executive CRM Decision Tool

Executive Decision eBook: Which CRM is Right for you

Executive_-_CRM_Decision_Ebook_-_CA.jpgGain Insights and answers to questions like:

  • Can a CRM Solution Enable a Dynamic Workforce?
  • Can a CRM Solution Satisfy a Company's Operational Requirements?
  • Can a CRM Solution Keep a Company's Data Secure?
  • Will Users Adopt a CRM Solution We Choose?
  • Does the CRM Solution Offer the Flexibility We Need?




Story of Dick and Julie in a discussion of their experiences working with entrepreneurs and small businesses who implement contact management and CRM systems!  Learn about 12 ways to anticipate and thus prepare for a better future

Download link for 12 Ways to Anticipate the Significant Mistakes Made in CRM...





Download this "Make Your Business Work Smarter" PDF with strategies and actions to make your business work smarter, especially in acquiring, developing and retaining, profitable clients and customers.

 - Maintaining a consistent and full pipeline

-  Remaining 'Top of Mind' and able to be found when the customer is ready.



Organizations rarely go it alone when they implement a Customer Relationship Management (CRM) strategy and its supporting technology.

To obtain the success you deserve with CRM - consider the following 18 Requirements for Success with CRM.