“Success with CRM Consulting took our ten-year-old client reporting tool that had outlived its usefulness, and provided us a comprehensive system that our clients love. I look forward to working with Success with CRM Consulting on future projects at
Pinnacle.”, Michael L. Otter, Senior Client Services and Project Manager, Pinnacle Financial Strategies.
Relating to sales rep conference calls from Infor CRM: "The new group - All Accounts w/Activities is awesome! The reports we run on that group have really streamlined the conversation on our conference call topics", Michelle Torres, Cadence Recycling
Top qualities: Personable, Expert, High Integrity. "Dick brings passion to his engagements, is easy to work with and is inventive with ideas as well as being willing to put the work in to get deliverables within required time table." - Kurt Kruggel, Kruggel Lawton & Company
"I have worked with Dick for a number of years now and have come to admire him as a very professional individual with a great attention to detail. I have had the pleasure of working with Dick at clients that we have in common and have also observed the great work he had on projects separate from ours. Dicks ability to truly understand client needs and business drivers set him apart from other consultants in the field." - Mike Hogan, Hogan Consulting Group
Top qualities: Great Results, Expert, High Integrity. "... Richard has always been reliable, patient, thorough, and customer oriented." -Drew Hoisington, Cadence Environmental Energy
Top qualities: Great Results, Expert, Creative. "Dick Wooden is the ultimate pro at applying and teaching the value of CRM, business strategy, target marketing, and self-improvement for your business and personal goals... Dick is quite enthusiastic about helping people and is very easily approachable for any task required for new perspectives and growth." - Steve Stogdil, Owner, Victorian Pantry
Top qualities: Great Results, Expert, Good Value. "Richard and his associate Julie have performed above and beyond all of my expectations and have made what seemed like a daunting task, go very smoothly" -Skip Brown, Freedom Builders Missions
Top qualities: Personable, High Integrity, Creative. "I consider Dick a trusted, gifted mentor, value his knowledge and insights, giving support as we work developing business. Dick provides leadership for the TAB group I am a member, positive, pro-active, insightful for giving solutions to every day issues. Creative thinking for short and long term strategic planning." - Dennis Weaver, VP, The Troyer Group, One Source, LLC
Top Qualities: Personable, Good Value, High Integrity. "We have found Dick to be very conscientious in his work, and thoroughly knowledgeable about his business. He provides an excellent service and manages to look at things from a different perspective that we have found to be very valuable. He is a consistent and reliable resource we have utilized on many occasions to our benefit. We heartily can recommend him." - Marty Werling, President, Sights & Sounds, Inc.
Top qualities: Great Results, Personable, High Integrity. "Dick Wooden has been an integral part of our CRM implementation. His knowledge and expertise has helped put Ambassador Steel's vision of a CRM system into action. Dick's personality meshes well with the team here at Ambassador, which makes it easy for us to work with him. Dick, thank you for all that you've done for us. We look forward to working with you as this project progresses into bigger and better things." - Chris Flaig
"I've seen how Richard and his associates are able to package the benefits of a CRM system, such as ACT, and make it work for small service providers. His knowledge of operating systems provides an alternative approach to small businesses for running their operations in a productive manner." - Jim Dominello, Dominello & Associates
"Dick and I have worked together on various projects for mutual customers. He is an incredible problem solver and a real genuine guy. If you get an opportunity to work with Dick, you'll be absolutely amazed by his attention to detail." - Matt Gregor, Sr. Systems Engineer, Hogan Consulting Group
"I'm pleased to recommend Dick as a resource for any business looking to upgrade its relationships with customers and prospects. He is knowledgeable and professional and has excellent products at his disposal." - Frank Smith, Abilita
"I have enjoyed working with Dick for the past couple of years in his capacity as a facilitator and business coach with The Alternative Board (TAB). He is very effective in facilitating a productive peer group meeting and in the follow up coaching to help individual members prioritize the areas needing change and developing a step by step plan to bring about the change needed." - Don Stohler, Financial Advisor at Northwestern Mutual Life
"Richard and I have worked together as co-consultants on presentations with new clients. We have also been involved in the development of the The Alternative Board of North Central Indiana (TABNCI), which is a peer advisory board for small to medium sized companies. Richard has helped me provide services to clients in need of developing a system to keep track of customer information. I consider Richard the GURU of new technologies and social media. Richard has the ability to untangle a customers information and help them use the information to grow their businesses. He is easy to work with and will bring answers as well as understanding to the table" - John Kurtze, Corporate Communicator & Associates
Top qualities: Great Results, Personable, High Integrity. "Richard Wooden is a pleasure to work with and always has something to contribute for the betterment of my business. I highly recommend his "The Alternative Board" association and coaching. He is well read and has his own business experiences to draw from. He is also IT savvy which brings a very helpful skill to the table in almost every situation. I've never been disappointed in the value I expect and receive." - Ann McCustion, McCuistion & Poe, LLC
Top qualities: Personable, Expert, High Integrity. "Dick helped our small web design business to understand the importance of integrating a customer relationship management framework into our workflow. His deep knowledge and robust experience guided us in setting up an extensible framework that allowed us to keep better track of our leads and monitor our goals and projects. Dick is a wonderful person to work with, both professional and personable, he is a great resource for any company's CRM needs." - Joshua Naylor
"Richard is well organized professional that assists businesses to become more efficient in running their company. His knowledge of CRM is amazing. Any company that uses his service is more than better for it. This area is blessed to have him here." - Ken Koppin, Mya2zdirectory.com
Top qualities: Great Results, Personable, High Integrity. "Every time I see Mr. Wooden I feel more energized because his enthusiasm and encouragement are contagious. Also, I'm a pretty tech savvy guy, but was amazed by the contact management features and integration he showed me to make it easier to spoil my clients with 1st class service. Coach Wooden has helped me identify my strengths, which in turn has made my career easier, more rewarding and much more fun! His coaching also helped my colleagues understand how we can work together with much more synergy.
If you want to take your career or business to the next level, you need to quit working so hard in your business, and ask Mr. Wooden to help you create new navigation tools to steer your career in a better direction! If you knew how to figure it out yourself, it would already be happening." - Bert Molner, Financial Advisor at Edward Jones Investments.
Top qualities: Great results, Expert, High Integrity. "Dick is not only highly skilled in his profession; most importantly he does what he says he will do, when he says he'll do it. He is a great guy and thoroughly enjoyable to work with." -Tom Searcy
"...our organization made the leap to venture into CRM this year... Julie has had to work extra hard to tailor ACT to our situation, but she has risen to the challenge with grace, patience, and coaching that empowers us all. Our organization's health depends on nurturing relationships with donors and volunteers, and we're thrilled with the difference ACT! is already making. Julie's expertise and response to our needs has been invaluable."-Carol Willis, Development Director, Church Community Services
"... you not only donated the software to the Red Cross, but also your very valuable time to install it. ...you also figured out how to transfer data from the Red Cross's outdated, address card file into ACT, which saved countless hours of data input. Your on-going help and guidance on how to use the ACT program is also very much appreciated." -Donna Anderson, Business Development, American Red Cross
"Dick is one of the best business process and Customer Relationship Management professionals I know. I am confident in his integrity and abilities." -Bill Haughee, Owner, Custom Computer Services
Top qualities: Personable, Expert, High Integrity. "Richard is very responsive and quite expert in the IT areas he consulted for us. I recommend him highly." - Ken Wyman, VP Marketing, Allied Motion Products
"Richard has taken care of a very important client of mine. He has been very responsive and professional to my client." - Bjorn Olson
"... Not only does Dick know and understand his own business, but he takes the time to know and understand yours so that together you can craft a perfect plan to meet your specific needs. Dick has a genuine desire to see you succeed, and a deep understanding on how his solutions can help you achieve your goals. I highly recommend Richard Wooden!" - Steve Etner, Owner, Doxia Web Design