Dick Wooden

Smart phones may have changed how we do business, but tablets are taking it to a whole new level. Tablets have a lot of the same advantages of phones, like being able to take them with you and use them anywhere, but their bigger screens and advanced hardware make them easier to learn, faster to use, and a whole lot more versatile. If your CRM isn't optimized for use on iPads and other tablets, it should be. Here's a few reasons why.

Mobility with Readability

Tablet PCs have a lot of the same conveniences as phones do now, like the ability to stay connected from pretty much anywhere. Their size, though, can make a big difference in how they're used.

Of course you can't fit one in your pocket, but the greater size makes for a screen that's more readable without zooming and scrolling. Text can be enlarged on a smaller screen, but then you often have to scroll back and forth to read it all, which can be frustrating and tedious.

With more room for...

The Difference Between A Sales Culture and A Customer Culture

In a recent article by Lior Arussy and Strativity Group, Lior writes about examples we witnessed this year and they stem from a simple truth. "These companies put themselves first and their customers second. These organizations, and many others, have a sales culture and sales DNA – not a customer culture or customer DNA.", writes Lior.  Verizon Wireless, Netflix, and Bank of America are examples I had heard about and that represent this Sales first culture Lior writes about. They were thinking that they could get away with charging for a service they had previously provided for free - generate more profits but not generate any additional value for the customer.  Value for the customer...

Ability to personalize -from wish list items to physical locations.

Imagine your global business needed a very personalized database to track all the aspects that go into deciding if a person was being naughty or nice.  And next year do this assessment all over again.  Knowing the characteristics of who is a good prospect or a good client for a business is core in serving ideal clients.  But for Santa he would need to track some additional pieces of information - number of times a person was helpful to another or was a pain in the neck to those around themselves.  Santa and his helpers also have to track what is on the "wish lists" of those he'll be creating gifts for- making sure not to duplicate a gift from a prior year. Similar to your own business there are psychographic characteristics that are helpful to your business and having...

The Power of Numbers- Critical number for business success

Numbers count, and no, I’m not trying to be facetious.

Reasonable people know their checking account balance before they pay bills. They get a physical exam that includes a blood pressure check and lab tests in order to find out how healthy they are. They wouldn’t think of flying in a plane with a broken altimeter or air speed indicator.

What if none of those numbers were available? How comfortable would that make you?

Your business has important numbers, too. I’m talking about activities-based numbers here, not standard quarterly or even monthly reports like profit and loss. Of course those are essential. They just aren’t enough.

What gets measured gets done. In his highly practical book called ...