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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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Julie Cooper

Julie Cooper

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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
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Staying Top-of-Mind and Extending Your Reach with Creatio

Marketing Creatio is a holistic multi-channel marketing engagement software powered by out-of-the-box best practice processes delivering demand generation excellence. Use out-of-the-box processes for ...
author Julie Cooper 5 Min Read
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bpm' online - Adding multiple records from a lookup in the detail section

Creating a detail section from a lookup that allows users to select multiple records, while the lookup window is open, can reduce clicks and frustrations for users. Learn how to add this ...
author Julie Cooper 12 Min Read

Infor CRM Xbar - Frequently Asked Questions

Q: Is a Named or Concurrent license best for Xbar? A: A Named license is preferred as it will always be available for the Xbar user. A Concurrent license may work depending on your organizational ...
author Julie Cooper 9 Min Read
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InboxGuru eMarketing Tips- Prevent Emails from going to SPAM

Engagement plays a huge role in email deliverability. That’s because Web mail providers look at your engagement levels and recipient behavior when determining which emails actually make it to the ...
author Julie Cooper 11 Min Read
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Build Strong Relationship with Clients - CRM for Professional Services

A cutting-edge CRM software to help companies stay ahead of the competition. Previously we have mentioned the joys of relationship development and management that is found in dealing with ...
author Julie Cooper 6 Min Read
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7 Components of Every Good Marketing Email

Do your emails hit the mark or land in the trash? We break down the anatomy of every good marketing email Did you know that in 2017, the world sent an average of 269 billion emails per day? That ...
author Julie Cooper 12 Min Read
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