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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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Best of Creatio version 7.17.3 and .4

We are happy to introduce the latest updates for Creatio products, version 7.17.3 for the end of March 2021 and version .4 for the end of April. These are the best improvements. Sales, marketing, ...
author Dick Wooden 14 Min Read
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Transform Sales with Customer Collaboration: How CRM Helps

Have you noticed it’s getting more competitive out there? Too often competition devolves into trying to win a customer with the lowest price. Generally, what that means is that the customer gets a ...
author Dick Wooden 6 Min Read
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Making Sense of Decision-Making in a Digital World

If you’re making decisions about your business strategy, how are you thinking about digital? By necessity, more of our lives happen digitally than a year ago. The transformation was underway anyway, ...
author Dick Wooden 7 Min Read
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Scary or hopeful business future? Agile Acceleration

Business Strategy:  CRM for Agile Acceleration The past year has been one of the toughest in memory for many if not most business owners. The economic downturn due to pandemic has been swift, sharp, ...
author Dick Wooden 9 Min Read
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Transform Business by Listening: to People, to Experts

When you hire, who do you look for? I’m guessing you hire people whose education and experience have made them knowledgeable in their fields. That’s how successful businesses build their teams. The ...
author Dick Wooden 7 Min Read
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CRM as Memory Booster - Capture Conversations

We set calendar reminders and compile grocery lists for a reason. Without them, we would forget that dentist appointment and the dish soap we’re nearly out of. Have you ever had a conversation with a ...
author Dick Wooden 12 Min Read
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Business Knowledge for the Next Level - Creatio CRM

Repeatable and consistent success in business depends on a core strategy revolving around the quick and easy access to knowledge. Knowledge is typically found in database systems.  It means having ...
author Dick Wooden 8 Min Read
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