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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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More Automation and Low-code Tools In Creatio Update 7.17.2

We are thrilled to introduce the latest updates (February 2021) for Creatio products.  These are those that are the most helpful for our Creatio clients across the United States. New Features and ...
author Dick Wooden 16 Min Read
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Making Better Decisions - Sales Ranking Analysis from Creatio CRM

Making better decisions based on sales performance is critical for continued business success. Having the ability to quickly view top performers and drill into the details to obtain insights into the ...
author Dick Wooden 8 Min Read
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Knowledge FUELS Better Decisions and Actions

Knowledge is FUEL for Better Decisions and Actions One thing I have learned over the years from my clients is how important it is for them to capture knowledge about their relationships with ...
author Dick Wooden 11 Min Read
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Better Decisions - More Agility -Creatio Analytics

We often "hear" the unspoken request of the desire of business owners, sales professionals and customer service representatives for the capability to make better decisions, faster and easier.  They ...
author Dick Wooden 8 Min Read
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No-code Customization with Creatio

Creatio low-code (no-code) CRM provides productivity enhancements right out of the box.  Creato provides a wealth of Guides on customizing Creatio configurations and adding custom functions using ...
author Dick Wooden 13 Min Read
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How to grow your business like a REAL Farmer

Do you want to grow your business? All businesses start with a seed of an idea. As that idea is nurtured and grown, it produces fruit. The vision and objective of any entrepreneur is abundance and ...
author Dick Wooden 14 Min Read
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Make Sense of the Post-Pandemic Market: Think Beyond Profit

How will your business navigate the post-pandemic world? The economic impact of the coronavirus pandemic is undeniable for individuals, organizations, and all levels of government. Yet crises like ...
author Dick Wooden 9 Min Read
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