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Hear what our remarkable clients have to say 

Reasons to Believe

"After 8 years on the NetSuite platform, we were hit with a 30% increase in the price 3 weeks prior to the annual SAAS renewal date. To make things worse, we were told that it wasn't a price increase but rather a decrease in the discount we were given for 8 years. That's when I decided to make the move to Creatio. 

Dick and Julie from "Success with CRM" made our rapid 3 weeks move from a toxic relationship with Oracle/NetSuite possible.  With all the data moved in and we logged off of NS and never looked back. Almost a year now, we continue our relationships with Dick & Julie to tweak our workflow with the system that has passed the ISO 13485:2016 surveillance audit. Thank you Success with CRM for making this happen for Aspyra" - Gary Bennett, President

“Julie Cooper of Success with CRM was the key individual connecting us to others for a successful transition,” according to Scott. “Her leadership, advice, and direction led us to work with the best companies, products, and people in the industry.  Our live data integration between QuickBooks, Act! CRM and QuoteWerks is a tremendous success." - Scott Adams, Allstate Fire Equipment

"Dick is great to work with. He helped us with some CRM customization fields and his turnaround time was very quick. I recommend him for any development or custom needs you may have." - Paul Nunn, Director of Client Education at Pinnacle Financial Strategies.

In today’s world, we all too often hear about things that go wrong – poor customer service, angry customers, etc. Not enough attention is paid to those that do things well and go above and beyond the call of duty creating satisfied customer/client relationships. 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.

"I've known Dick for many years and hold him in the highest regard. His understanding of the issues that impact business success is unsurpassed as is his willingness to spend as much time as necessary to understand his clients their industry's particular issues. He is exceptionally skilled at developing solutions that are tailored to the individuals and companies that he works with and I wouldn't hesitate for a moment to give him the highest recommendation! Spend a few minutes with Dick and you will walk away with a better idea of how a well designed and implemented CRM solution can positively impact a business and certainly become a resource to draw from." - Todd Zaseck, President at Adlink Promotions

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 the required timetable." - 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 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

"Julie guided our upgrade of CRM. This is critical to our operation. She effectively organized, prepared us, helped us know in advance what we needed to have ready, and then lead us through the complex upgrade. She was professional, respectful, timely, and thorough. She made sure all aspects of the new upgrade worked in our system and did some training. She was flexible to permit us to reserve some additional prepaid training for a later time after we had worked with the new upgrade. I am very happy with the experience and recommend Julie to you. " -  Gary Brunson, CEO

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, proactive, insightful for giving solutions to everyday 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.

"Julie did a great job of listening to our needs and providing us alternatives to meet our desired outcomes. CRM upgrades can be tedious and nerve-wracking, but Julie made it nearly painless." - Jeffrey Bowe, Dean of Distance and Online Education at Catawba College.

"Dick has the knowledge and expertise with the various CRM systems so that he can help get everything set up and running smoothly, even for those who struggle with the technical aspects of the software. The CRM software he provides really simplifies the process of keeping track of prospects and customers, to stay on top of whom to follow up with when." - Tyson Smith

Top qualities: Great Results, Personable, High Integrity. "Dick Wooden has been an integral part of our CRM implementation. His knowledge and expertise have 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, VP of Services, 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 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 customer's 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 to 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 McCuistion, McCuistion & Poe, LLC

"Dick is a professional highly experienced in the industry of CRM. His solutions provide a way for individuals to organize, relate, and manage both current and prospective clients. His experience allows him to find the most effective product for your company or sales team." - David Gilbert, Sales Manager

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 a 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. 

"Dick Wooden was excellent to work with on our ERP / CRM project. He had to walk us through the various implementation possibilities and explain them to a user task force group that included people with little experience in IT projects. Dick was patient, clear, and helpful. He is easy to work with and a man of his word. I recommend Dick highly." - Elmer Lorenz, Director of Operations at TEAM

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 ongoing 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

"Richard's expertise in marketing through intelligent use of CRM is invaluable in keeping potential new customers informed, closing new clients, closing repeat business, and my personal favorite, closing next-level referrals. The company's consultative approach provides real ROI on your CRM system." - Adam G. Fleming

"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, Life Coach, Spirit of Eagles, Inc.

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 of how his solutions can help you achieve your goals. I highly recommend Richard Wooden!" - Steve Etner, Owner, Doxia Web Design