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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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Reinventing the Customer Experience for 2021

Reinventing Customer Experience: Top 5 Trends and Best Practices for 2021 Check out our latest eBook to discover the most prominent emerging Customer Experience (CX) trends in the coming years. The ...
author Dick Wooden 3 Min Read
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Making CRM a Company-wide Strategy

CRM is for everyone in the business The toughest challenge to overcome when introducing CRM is around the impact of the CRM across the entire business. While ROI and CRM  tool-selection/deployment ...
author Dick Wooden 5 Min Read
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What's new for Creatio 7.17.1 Dec 2020

One of the strong benefits of the Creatio CRM system is the continual improvements being made to the platform. Available in the later part of December 2020 the latest version 7.17.1 is released. ...
author Dick Wooden 10 Min Read
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Making sense of business in post-pandemic world

How Resilient Is Your Business? Like it or not, there’s no going back to a pre-pandemic world.
author Dick Wooden 7 Min Read
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Why organizations change CRMs: Greater Value and Freedom

The quest for a CRM as unique as your organization: Case Study Businesses are motivated to change when their current situation becomes unworkable. They may be using a CRM system that is letting them ...
author Dick Wooden 9 Min Read
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End the Madness! One Single Source of Truth

There’s a time and place for secrets.  Your business isn’t one of them. Of course, some matters legitimately require confidentiality. That’s a given of business ethics. Other than things like social ...
author Dick Wooden 8 Min Read
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Creatio case studies: Distribution and manufacturing

Winning with Creatio In a recent post (“Creatio CRM: Who Needs It?”), we described the types of companies that have the greatest potential for transformation when they adopt Creatio. To summarize, ...
author Dick Wooden 7 Min Read
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