<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
  Read Article

CRM Success = Software + What else?

There is a Better Way to Achieve the Desired Outcomes If you want your CRM initiative to be successful, focus on your corporate culture before you focus on your technology purchase decision.  We have ...
author Dick Wooden 7 Min Read
  Read Article

CRM Now, or CRM Later?

How big does a company need to be before a CRM system is necessary? Many start-ups and small businesses assume that spreadsheets are good enough to track contact information for their stage of ...
author Dick Wooden 6 Min Read
  Read Article

Getting to Effective CRM Use Cases

If you want the best fit and the most benefit from a CRM system, we highly recommend creating use cases specific to your organization. What is a use case? And why is it so important? You’re going to ...
author Dick Wooden 17 Min Read
  Read Article

Why You Need a CRM Functional Requirement List - and How to Create One

Getting the Requirements Right To choose the right CRM system and customize it to suit your organization necessitates making a list of how you need it to behave for you. These requirements often ...
author Dick Wooden 10 Min Read
  Read Article

Reinventing the Customer Experience for 2021

Reinventing Customer Experience: Top 5 Trends and Best Practices for 2021 Check out our latest eBook to discover the most prominent emerging Customer Experience (CX) trends in the coming years. The ...
author Dick Wooden 3 Min Read
  Read Article

Making CRM a Company-wide Strategy

CRM is for everyone in the business The toughest challenge to overcome when introducing CRM is around the impact of the CRM across the entire business. While ROI and CRM  tool-selection/deployment ...
author Dick Wooden 5 Min Read
  Read Article

What's new for Creatio 7.17.1 Dec 2020

One of the strong benefits of the Creatio CRM system is the continual improvements being made to the platform. Available in the later part of December 2020 the latest version 7.17.1 is released. ...
author Dick Wooden 10 Min Read
Check all our articles >
letter

Join Our Newsletter!

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