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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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Harness Technology for Better Selling with Sales Creatio

And Connecting in the Age of the Customer Whether it’s the Internet or mobile devices, technology has changed the way buyers are buying, allowing them to plug-in from anywhere to do their own ...
author Dick Wooden 14 Min Read
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Has the “Friction Tax” Hurt Your Business?

What causes friction in your business operations? We’re talking about the aggravations that slow down or block your workflow, causing you to stop to create a workaround, search for information that ...
author Dick Wooden 10 Min Read
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How to Choose Your CRM Partner Wisely: 4 Key Factors

Choosing a Valuable CRM Business Relationship Partner Whether you are upgrading to a new CRM system or need some help upgrading the one you have to better serve the business growth you anticipate, ...
author Dick Wooden 11 Min Read
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Business drivers that decision makers care about.

Your world is crazy busy and there is only enough time to focus on the key aspects that most affect your business. CRM stands for "customer relationship management," a type of software that helps ...
author Dick Wooden 10 Min Read
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Business Analysis: 15 Areas for Process Improvement

Getting focused on Process Improvement A major business analysis task is overseeing process improvement — identifying, analyzing, and improving an existing business process so the company can ...
author Dick Wooden 6 Min Read
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Get Your CRM Working Right: Create Effective Use Cases

Creating effective use cases to drive a better CRM for your business Why should I care about creating a use case? Use cases describe how users use the CRM system and what the system does for those ...
author Dick Wooden 15 Min Read
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Creatio version 7.18.1 updates with Sales Playbook Hints

Creatio low-code CRM with business process management is updating subscription-based customers to the latest version 7.18.1 - July 2021.  The set of updates cover Creatio's business process ...
author Dick Wooden 6 Min Read
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