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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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Dick Wooden

Dick Wooden

Founder and President with a passion to help improve our client's business development success in acquiring, keeping and growing profitable customer relationships.
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Business Analysis: 15 Areas for Process Improvement

Getting focused on Process Improvement A major business analysis task is overseeing process improvement — identifying, analyzing, and improving an existing business process so the company can ...
author Dick Wooden 6 Min Read
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Get Your CRM Working Right: Create Effective Use Cases

Creating effective use cases to drive a better CRM for your business Why should I care about creating a use case? Use cases describe how users use the CRM system and what the system does for those ...
author Dick Wooden 15 Min Read
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Creatio version 7.18.1 updates with Sales Playbook Hints

Creatio low-code CRM with business process management is updating subscription-based customers to the latest version 7.18.1 - July 2021.  The set of updates cover Creatio's business process ...
author Dick Wooden 6 Min Read
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A Guidance System for Your Business: Creatio CRM

Knowing where you are - at any time GPS, a global positioning system, has rightly earned its place in the pantheon of apps we now take for granted. Our family loves to hike, and we wouldn’t think of ...
author Dick Wooden 6 Min Read
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To Accelerate - Your Business Needs Processes!

The key to building a business that can be easily scaled and improved is its ability at creating and managing processes. A business process is a set of steps that you and your team are repeatedly ...
author Dick Wooden 7 Min Read
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Creatio 7.18 More Productivity Enhancements

One of the benefits of being involved in our CRM partnership with the Creatio team is the innovative and helpful enhancements that occur regularly. Creatio is constantly working to deliver advanced ...
author Dick Wooden 13 Min Read
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Marketing Updates -Creatio v 7.18

We are excited to have these Marketing Creatio improvements in the latest Creatio version 7.18, available first of June 2021.  These focus on managing email delivery schedule, priority, canceling, ...
author Dick Wooden 10 Min Read
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