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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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Marketing Updates -Creatio v 7.18

We are excited to have these Marketing Creatio improvements in the latest Creatio version 7.18, available first of June 2021.  These focus on managing email delivery schedule, priority, canceling, ...
author Dick Wooden 10 Min Read
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2 Key Fundamentals of Digital Transformation

Embracing the importance of digital transformation became abruptly important in 2020 and continues well into the future.  To remain competitive and digitally relevant, a digital transformation ...
author Dick Wooden 4 Min Read
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Help so relationships don't go stale and performance suffers

The importance of having a digital memory system easily accessible We help you and your team remember - what you have forgotten or only partially remember- so that relationships don't go stale. There ...
author Dick Wooden 10 Min Read
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Put CRM to Work: Get More Jobs Done, More Revenue

When you think of the return on investment for CRM, do you think of sales and marketing? Good. Most business owners do. Creatio CRM goes beyond that, but just looking at its customer relationship ...
author Dick Wooden 9 Min Read
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How Discovery and Relationship Lead to Customer Success

The Discovery and Relationship Starts “We need a new solution in three weeks, and we’re interested in Creatio. Let's talk,” the email said.   “In our line of work, we have to prove that we followed ...
author Dick Wooden 7 Min Read
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Podcasts - Low-code talks with Creatio

Gain knowledge from thought-leadership insights, trends, and real-world cases from top industry experts and visionaries. Visit this assortment of Creatio podcasts and dive into a world where digital, ...
author Dick Wooden 5 Min Read
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CRM’s Role in Unifying Business Operations

Nothing we do in business stands alone. Every job that must be done in your business is like a part of a human body. If one part doesn’t work well, the whole body is in trouble. For instance, a sick ...
author Dick Wooden 6 Min Read
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