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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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Making sense of business in post-pandemic world

How Resilient Is Your Business? Like it or not, there’s no going back to a pre-pandemic world.
author Dick Wooden 7 Min Read
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Why organizations change CRMs: Greater Value and Freedom

The quest for a CRM as unique as your organization: Case Study Businesses are motivated to change when their current situation becomes unworkable. They may be using a CRM system that is letting them ...
author Dick Wooden 9 Min Read
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End the Madness! One Single Source of Truth

There’s a time and place for secrets.  Your business isn’t one of them. Of course, some matters legitimately require confidentiality. That’s a given of business ethics. Other than things like social ...
author Dick Wooden 8 Min Read
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Creatio case studies: Distribution and manufacturing

Winning with Creatio In a recent post (“Creatio CRM: Who Needs It?”), we described the types of companies that have the greatest potential for transformation when they adopt Creatio. To summarize, ...
author Dick Wooden 7 Min Read
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Creatio CRM: Who Needs It?

Not all software solutions are suitable for all organization. We understand that. As Creatio partners, we often get asked how an organization that’s in the market for a new CRM system can know ...
author Dick Wooden 8 Min Read
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Integrating Creatio and Quickbooks

Connecting Creatio CRM and QuickBooks Accounting Quickbooks connector for Creatio provides Creatio users access to back office information they need when they need it. No need to switch between the ...
author Dick Wooden 8 Min Read
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Vote for Your Success: CRM and Customer Psychographics

Data metrics build to make more informed decisions We’ve witnessed our American democracy at work this month. A record number of people voted. Across our diverse land, nearly 160 million exercised ...
author Dick Wooden 9 Min Read
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