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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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Switching CRM's - 9 Keys to Success

Just the thought of switching to a new CRM is enough to scare some businesses into sticking with the one they’ve got, even when it starts to hobble progress. That’s sad. And it doesn’t have to be ...
author Dick Wooden 16 Min Read
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Top 3 things to consider when choosing a CRM solution

Key considerations when choosing your CRM solution We can all agree there are plenty of solutions and vendors to choose from when it comes to CRM as it is a fundamental requirement for organizations ...
author Dick Wooden 8 Min Read
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Creatio Update 7.15.3 Feb 2020

Creatio has recently released their version 7.15.3 and clients with the cloud deployment will be automatically updated or will have received this update in the last week. Please, make sure your ...
author Dick Wooden 15 Min Read
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Advanced CRM Strategy for Nonprofit

Why a Major Nonprofit Wants to Advance a CRM Strategy: Addressing their use case You’re probably aware that a CRM strategy is all about building solid relationships. That’s why nonprofits benefit ...
author Dick Wooden 8 Min Read
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Facilitate relationships with partners and customers using Creatio portals

Creatio portals can help you to facilitate long-term relationships with partners, contractors, stakeholders, and customers, and is designed for various use cases and business scenarios.   Did you ...
author Dick Wooden 6 Min Read
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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 29 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.  
author Dick Wooden 9 Min Read
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