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The consultant's conundrum — Selling while serving
Article By Michael W. McLaughlin After a grueling proposal process, a consulting team landed a project with a new client. Knowing that the client often uses consulting ...
Access 2003, Excel 2003...
Build a direct marketing mailing list
Article The most important element in your direct marketing campaign is the mailing list. Identifying and reaching the right customers for your enterprise is critical t...
Access 2003, Excel 2003...
Help small business clients set up financial management processes
Article Adapted from Microsoft Small Business Kit by Joanna L. Krotz, John Pierce, and Ben Ryan Many of your clients likely started their own small businesses because t...
Access 2003, Excel 2003
Generating mass mailings
Article When you send mass mailings of industry alerts, holiday cards, or monthly newsletters, you know how important the quality and accuracy of your client list is. I...
Access 2003, Outlook 2003...
Build a mailing list with Access 2003
Article Show All Hide All by Cindy Kennaugh The most important element in your direct marketing campaign is your mailing list. Identifying the customers you want to rea...
Access 2003
Successfully market your financial services
Article By Sean Kerrigan, Beacon Consulting Group As a personal financial advisor, you know that a significant part of your job is to continually increase the number of...
Access 2003, Excel 2003
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