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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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Deepen relationships - how is your business doing?

Current circumstances are requiring all of us to make drastic adjustments in our lives and business. Like you, our first priority is, of course, the health and safety of ourselves and loved ones ...
author Dick Wooden 8 Min Read
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Help for organizations fighting against COVID-19-Service Creatio

Service Creatio is free for organizations fighting against  COVID-19 Alert for: Healthcare, charity, volunteering, governmental and similar organizations that are helping people and businesses fight ...
author Dick Wooden 5 Min Read
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Infor CRM CloudSuite 8.4.0.3 March 2020 Update

Latest updates about Infor CRM In mid-March 2020 Infor released its latest update for the 8.4.x platform, update 03, known as Infor CRM Cloud Suite. The major enhancements are the new ability for ...
author Dick Wooden 13 Min Read
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Infor CRM Xbar 1.4 for Microsoft Outlook

Infor CloudSuite CRM Xbar version 1.4.0 In December 2019 the latest Infor Xbar 1.4 was released. Infor CRM Xbar for Microsoft Outlook is an add-in to Infor CRM that seamlessly embeds the ...
author Dick Wooden 12 Min Read
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Creatio Update 7.15.4 March 2020

New features and improvements include: The latest update package for Creatio (formally bpm'online) products will be coming your way in next 7 days. Analytics: You can now add FastReport reports to ...
author Dick Wooden 7 Min Read
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Easily view communication timelines in Creatio CRM

So what happened over time with that contact or that account? You need answers quickly.  Who has been talking with your key accounts, when did my team last communicate, and what has been happening ...
author Dick Wooden 7 Min Read
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Next-Generation Sellers and Creatio CRM: Do They Match?

It is time for a new way - accelerate with Creatio Pushy. Arm-twister. High pressure. In it for the money. Close at all costs. Not a pretty picture for sales, is it? It’s time for a new look. ...
author Dick Wooden 8 Min Read
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