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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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Creatio CRM Major Update 7.17

Creatio 7.17 major release continues the strategy to provide advanced capabilities to accelerate your sales, service, and marketing processes. Creatio introduced a major update to its low-code ...
author Dick Wooden 23 Min Read
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Effective tools to easily audit changes in Creatio

It is important to know when key data is changed Depending our you business model there are times when it is extremely important to know when key data changes in Creatio.  It may be the type of an ...
author Dick Wooden 13 Min Read
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Digital Transformation: What is it, Anyway?

Rising to the level of business transformation Digital transformation has become a catchphrase. It’s everywhere in business literature these days. But what does it mean? Does it mean you are now ...
author Dick Wooden 9 Min Read
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CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
author Dick Wooden 11 Min Read
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Business Development Success Multipliers

People X Processes X CRM multipliers We love seeing our clients discover new things about their businesses. They get excited when they see how the intersection of various factors can propel giant ...
author Dick Wooden 14 Min Read
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Care and Feeding of Business System for Optimum Growth

As a business owner, you may see your product or service as your “baby.” This is the "entrepreneurial spirit" at work. You conceived it, brought it up, nurtured it with your time, energy, and ...
author Dick Wooden 9 Min Read
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Business is like baseball: People and systems plus CRM for the win

Business is like baseball. You can’t play baseball and expect to win without rules of the game – a structure – and a team of talented people. Business, too, requires both people and systems to ...
author Dick Wooden 6 Min Read
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