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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Creatio CRM: Who Needs It?

Not all software solutions are suitable for all organization. We understand that. As Creatio partners, we often get asked how an organization that’s in the market for a new CRM system can know ...
author Dick Wooden 8 Min Read
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Integrating Creatio and Quickbooks

Connecting Creatio CRM and QuickBooks Accounting Quickbooks connector for Creatio provides Creatio users access to back office information they need when they need it. No need to switch between the ...
author Dick Wooden 8 Min Read
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Vote for Your Success: CRM and Customer Psychographics

Data metrics build to make more informed decisions We’ve witnessed our American democracy at work this month. A record number of people voted. Across our diverse land, nearly 160 million exercised ...
author Dick Wooden 9 Min Read
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Creatio CRM Major Update 7.17

Creatio 7.17 major release continues the strategy to provide advanced capabilities to accelerate your sales, service, and marketing processes. Creatio introduced a major update to its low-code ...
author Dick Wooden 22 Min Read
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Effective tools to easily audit changes in Creatio

It is important to know when key data is changed Depending our you business model there are times when it is extremely important to know when key data changes in Creatio.  It may be the type of an ...
author Dick Wooden 13 Min Read
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Digital Transformation: What is it, Anyway?

Rising to the level of business transformation Digital transformation has become a catchphrase. It’s everywhere in business literature these days. But what does it mean? Does it mean you are now ...
author Dick Wooden 9 Min Read
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CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
author Dick Wooden 11 Min Read
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