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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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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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2 Key Fundamentals of Digital Transformation

Embracing the importance of digital transformation became abruptly important in 2020 and continues well into the future.  To remain competitive and digitally relevant, a digital transformation ...
author Dick Wooden 4 Min Read
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Help so relationships don't go stale and performance suffers

The importance of having a digital memory system easily accessible We help you and your team remember - what you have forgotten or only partially remember- so that relationships don't go stale. There ...
author Dick Wooden 10 Min Read
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Put CRM to Work: Get More Jobs Done, More Revenue

When you think of the return on investment for CRM, do you think of sales and marketing? Good. Most business owners do. Creatio CRM goes beyond that, but just looking at its customer relationship ...
author Dick Wooden 9 Min Read
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How Discovery and Relationship Lead to Customer Success

The Discovery and Relationship Starts “We need a new solution in three weeks, and we’re interested in Creatio. Let's talk,” the email said.   “In our line of work, we have to prove that we followed ...
author Dick Wooden 7 Min Read
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