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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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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
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Creatio 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
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2 Key Resources for Successful Emarketing Functionality in Creatio

 
author Julie Cooper 9 Min Read
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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
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Creatio Comparison to HubSpot Sales Professional

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