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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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CRM’s Role in Unifying Business Operations

Nothing we do in business stands alone. Every job that must be done in your business is like a part of a human body. If one part doesn’t work well, the whole body is in trouble. For instance, a sick ...
author Dick Wooden 6 Min Read
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The Future Starts Now: Stay Competitive with AI, No-code/Low-code CRM

“I sure look forward to when things get back to normal.” How many times have you heard someone say that since last year at this time? Maybe you’ve uttered or thought it yourself. It’s an ...
author Dick Wooden 8 Min Read
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Leverage low-code technology to accelerate your business

NOTE: This will be helpful to provide actionable insights and using the Creatio foundation and tools that can jump-start a business improvement project and stay on top of key trends. This Creatio ...
author Dick Wooden 10 Min Read
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7 Emerging Trends That Will Define 2021

It is evident that the pandemic has accelerated all automation and digital transformation initiatives by several years, but it is also clear that these trends will continue into the foreseeable ...
author Dick Wooden 5 Min Read
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Building integrations with Creatio

Creatio with their low-code CRM has created a helpful video for "Building integrations with Creatio - methods, tools, best practices"
author Dick Wooden 5 Min Read
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Best of Creatio version 7.17.3 and .4

We are happy to introduce the latest updates for Creatio products, version 7.17.3 for the end of March 2021 and version .4 for the end of April. These are the best improvements. Sales, marketing, ...
author Dick Wooden 14 Min Read
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Transform Sales with Customer Collaboration: How CRM Helps

Have you noticed it’s getting more competitive out there? Too often competition devolves into trying to win a customer with the lowest price. Generally, what that means is that the customer gets a ...
author Dick Wooden 6 Min Read
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