Business Success with CRM, CRM Consultant & Implementer

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 ...

Dick Wooden 16 Min Read

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Sales Enablement with CRM Purpose Build CRM

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 ...

Dick Wooden 8 Min Read

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Sales forecasting Creatio CRM

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 ...

Dick Wooden 15 Min Read

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Creatio CRM CRM for Nonprofit

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 ...

Dick Wooden 8 Min Read

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Building Stronger Relationships Customer portal

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 ...

Dick Wooden 6 Min Read

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Executive mgmt. dashboard CRM Executive Decision

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 ...

Dick Wooden 29 Min Read

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Lead Generation Make your business work smarter