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As a CRM User, Where Do I Send Emails From?

August 24th, 2014

Clients ask me this question all the time — when I’m sending an individual email, […]

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Survey on Software Project Success or Failure

December 16th, 2013

  I have been asked to be a part of a survey that’s in production […]

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Why Excel is Not a Proper Database Tool

June 7th, 2013

In the 6+ years I’ve been working with businesses to help them implement database systems, […]

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Top 10 Evaluation Criteria for CRM Software

April 16th, 2013

Selecting a CRM software package for your company is NOT an easy decision.  There are […]

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10 Key CRM Functionalities to Consider

March 27th, 2013

I recently did a joint presentation with another CRM consultant, and part of the presentation […]

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CRM System Comparisons: Don’t Believe Everything You Read on the Internet!

December 3rd, 2012

I recently read a post in a Group on LinkedIn that cited two websites that […]

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Your Time Investment in a CRM Implementation

August 22nd, 2012

Last month we wrote about how long a CRM implementation takes for the overall project […]

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How Long Does a CRM Implementation Take?

July 20th, 2012

Many people ask me, “How long will a typical CRM implementation take?”, and it’s a […]

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Technology Without Strategy = Failure

June 12th, 2012

In my line of work as a consultant helping small businesses implement and use Customer […]

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Introducing InfoDeck and Other News

March 22nd, 2012

What do you get when you cross an Excel spreadsheet with PowerPoint? No, the answer […]

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