Author: Melissa Amen

3 Tips for Cleaning Your CRM

by Melissa Amen

We have discussed the importance of having a clean CRM, but how do you go about cleaning your CRM?  Database cleaning is sort of like cleaning your garage. It’s a task that no one wants to do and usually only does it when things are a horrible...

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3 Reasons Why You Need a Clean CRM

by Melissa Amen

Most businesses today have some sort of CRM (Customer Relationship Management) system, yet a whopping 30% of businesses have no plan in place to update or clean CRM records (source).  Research shows that a thriving business can generate up to 70%...

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Filed under: CRM

Make 2019 A Year For Growth

by Melissa Amen

The coming year is predicted to be a successful one for businesses in our industry. Capitalize on this forward momentum by keeping up to date on the latest news, tools, and best practices. Here are some actionable tips and advice on how to get...

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Filed under: Best Practice

Making a List and Checking it Twice:

by Melissa Amen

Ten Actions to Prepare for a Healthy New Year

Garry Bartecki, financial advisor to the equipment industry and founder of Dealer-Rental Success LLC, shared with dealers his go-to assessment checklist of assets, people and data to take the...

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Filed under: Business Management System, Best Practice, Financial Management

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