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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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Bpm'online v7.15 update

We are proud to introduce the latest update package for bpm'online products. Please note, your cloud system will be updated to version 7.15.0 the week of October 7th, 2019. Please, make sure your ...
author Dick Wooden 8 Min Read
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Stop Hobbling Along - Really Engage with CRM

The trap: when fear of change is greater than the value of the solution You’ve just made a killer presentation. The prospect gets all hot and lathered up about the solution your offering provides. ...
author Dick Wooden 16 Min Read
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CRM Lead Management - bpm'online named leader

The bpm'online CRM that we all use and love has recently been named a Leader in the 2019 Gartner’s Magic Quadrant for CRM Lead Management.*  
author Dick Wooden 5 Min Read
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Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images ...
author Julie Cooper 6 Min Read
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Triple Threat Capability or Triple Treat? You Win Either Way with CRM

Triple threat or triple treat? That might be a proofreading concern. But right now, it’s more than that. It’s a real question: Which one describes a great CRM system? Both do, actually. Triple ...
author Dick Wooden 7 Min Read
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Bpm'online provides First Home Key with the key to effective process management

It is great to hear of the businesses and their success using the award-winning bpm'online CRM with business process management capabilities. First Home Key provides a range of real estate solutions ...
author Julie Cooper 3 Min Read
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Name change event ahead for bpm'online

“Change is the law of life and those who look only to the past or present are certain to miss the future.” —John F. Kennedy “Change your thoughts and you change your world.” —Norman Vincent Peale ...
author Dick Wooden 4 Min Read
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