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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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2020 Winter Customer Success Report

  92% of Business-To-Business buyers are more likely to purchase products or services after reading a trusted review (G2 and Heinz Marketing)   What can be more trustworthy than customer reviews ...
author Dick Wooden 4 Min Read
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History Overload - ACT Growth Suite  to the Rescue

So you have been successfully building relationships with a contact and now have years of completed activities in history to sort through.  You do a quick search with the ACT Contact lookup form and ...
author Julie Cooper 8 Min Read
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Cost vs. Value Investment - Selecting the Right CRM

CRM’s Cost vs. Investment, Look Beyond the Price Tag Before You Decide How do you make purchase decisions on business systems such as CRM? I’ll bet you look at the price tag. We get it -- We all need ...
author Dick Wooden 9 Min Read
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Creatio Update 7.15.2

Creatio new features and updates in version 7.15.2 include: Content designer: The Content Designer functionality has been updated. New features allow users to craft more attractive email newsletters. ...
author Dick Wooden 12 Min Read
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Risky Business: What Keeps You up a Night?

Checklist for Risks to Reduce What’s that little voice in the back of your business mind that whispers, “Danger, Will Robinson!”? We all have one. And it’s there for a reason. We shouldn’t ignore it. ...
author Dick Wooden 6 Min Read
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Checklist: 14 Steps to a Successful CRM Implementation

A customer-centric strategy supported by a CRM (customer relationship management) system has great potential to transform and grow your business – IF it is effectively implemented. Choosing the right ...
author Dick Wooden 8 Min Read
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How to Avoid CRM Purchase Decision Paralysis: Use this Roadmap

Decisions, Decisions - Don't delay making the smart decision What are your business development goals for 2020? Will your existing CRM system get you  there? Or will it hinder your progress? Options ...
author Dick Wooden 9 Min Read
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