<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">
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.

how to cover

Posts by Tag

See all
Julie Cooper

Julie Cooper

Recent Posts

  Read Article

Success with CRM Partner Has New Name, New Look

On this beautiful Fall day in Southwest Michigan, Julie and Dick get into the promotion of the renaming event of bpm'online to Creatio.
author Julie Cooper 7 Min Read
  Read Article

Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images ...
author Julie Cooper 6 Min Read
  Read Article

Bpm'online provides First Home Key with the key to effective process management

It is great to hear of the businesses and their success using the award-winning bpm'online CRM with business process management capabilities. First Home Key provides a range of real estate solutions ...
author Julie Cooper 3 Min Read
  Read Article

2 Key Resources for Successful Emarketing Functionality in bpm online

 
author Julie Cooper 9 Min Read
  Read Article

What is an 'Active' contact for bpm online Marketing?

What is the bpm’ online's definition of an “actual response”.   What responses flag that contact records as ‘active' contact.  Does that include: Un-opens, Bad email responses, hard bounces, soft ...
author Julie Cooper 4 Min Read
  Read Article

bpm' online Comparison to HubSpot Sales Professional

Bpm’online and HubSpot Sales Professional are two popular Customer Relationship Management (CRM) systems: software that helps companies track customer/employee interactions, lead management, sales ...
author Julie Cooper 5 Min Read
  Read Article

7 Reasons CRM “Excels” Compared to Spreadsheets

“I’m just a big fan of spreadsheets. I understand them, and they work great for me to track my customers.” We frequently hear this comment from small business owners who haven’t tried CRM. They have ...
author Julie Cooper 9 Min Read
Check all our articles >
letter

Join Our Newsletter!

Join now to receive a monthly digest of our best content and announcments.