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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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Your Business's Journey forward:  Are you Well-Equipped?

Do you enjoy travel? Are you looking forward to more of it once the pandemic has subsided? We are too. Our family loves to visit national parks and hike in nature. We often enjoy the journey as much ...
author Julie Cooper 10 Min Read
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How to Build the Perfect CRM Implementation Team Today

Success with a well-used CRM system requires thinking carefully about building your CRM implementation team. It’s critical to understand the people who will be using the system and how they'll use it ...
author Dick Wooden 21 Min Read
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More Automation and Low-code Tools In Creatio Update 7.17.2

We are thrilled to introduce the latest updates (February 2021) for Creatio products.  These are those that are the most helpful for our Creatio clients across the United States. New Features and ...
author Dick Wooden 16 Min Read
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Making Better Decisions - Sales Ranking Analysis from Creatio CRM

Making better decisions based on sales performance is critical for continued business success. Having the ability to quickly view top performers and drill into the details to obtain insights into the ...
author Dick Wooden 8 Min Read
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Knowledge FUELS Better Decisions and Actions

Knowledge is FUEL for Better Decisions and Actions One thing I have learned over the years from my clients is how important it is for them to capture knowledge about their relationships with ...
author Dick Wooden 11 Min Read
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Better Decisions - More Agility -Creatio Analytics

We often "hear" the unspoken request of the desire of business owners, sales professionals and customer service representatives for the capability to make better decisions, faster and easier.  They ...
author Dick Wooden 8 Min Read
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No-code Customization with Creatio

Creatio low-code (no-code) CRM provides productivity enhancements right out of the box.  Creato provides a wealth of Guides on customizing Creatio configurations and adding custom functions using ...
author Dick Wooden 13 Min Read
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