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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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7 Emerging Trends That Will Define 2021

It is evident that the pandemic has accelerated all automation and digital transformation initiatives by several years, but it is also clear that these trends will continue into the foreseeable ...
author Dick Wooden 5 Min Read
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Transform Business by Listening: to People, to Experts

When you hire, who do you look for? I’m guessing you hire people whose education and experience have made them knowledgeable in their fields. That’s how successful businesses build their teams. The ...
author Dick Wooden 7 Min Read
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Knowledge FUELS Better Decisions and Actions

Knowledge is FUEL for Better Decisions and Actions One thing I have learned over the years from my clients is how important it is for them to capture knowledge about their relationships with ...
author Dick Wooden 11 Min Read
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CRM Now, or CRM Later?

How big does a company need to be before a CRM system is necessary? Many start-ups and small businesses assume that spreadsheets are good enough to track contact information for their stage of ...
author Dick Wooden 6 Min Read
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What's new for Creatio 7.17.1 Dec 2020

One of the strong benefits of the Creatio CRM system is the continual improvements being made to the platform. Available in the later part of December 2020 the latest version 7.17.1 is released. ...
author Dick Wooden 10 Min Read
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Creatio case studies: Distribution and manufacturing

Winning with Creatio In a recent post (“Creatio CRM: Who Needs It?”), we described the types of companies that have the greatest potential for transformation when they adopt Creatio. To summarize, ...
author Dick Wooden 7 Min Read
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Creatio CRM: Who Needs It?

Not all software solutions are suitable for all organization. We understand that. As Creatio partners, we often get asked how an organization that’s in the market for a new CRM system can know ...
author Dick Wooden 8 Min Read
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