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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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The 5 W’s of Customer Relationships, Part 2: Where and When

Accelerate business relationship development - Where and When Business success requires high quality customer relationships. We believe in this truth so strongly that we’ve focused our services ...
author Dick Wooden 9 Min Read
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Importance of 5W’s + How of relationships

Your CRM database- the keeper of Who, What, When, Where, Why and How In our digital marketing age, is it still true that people choose to buy from people and organizations they know and trust? Yes. ...
author Dick Wooden 7 Min Read
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How CRM Makes Work Visible, and Why It Matters

Visibility of Work Matters There’s a lot of talk about CRM providing a “360-degree view,” with good reason. We stress its importance in our work as a Creatio CRM partner and consultant, and the ...
author Dick Wooden 9 Min Read
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Enhancing the Student Experience - WHY Creatio CRM

Why Higher Education needs a comprehensive, unified CRM to Accelerate Transformation Colleges and universities need to maintain relationships with a lot of people. For example: Admissions with ...
author Dick Wooden 13 Min Read
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Who is leading your business transformation?

Question:  "Who is leading the business digital transformation in your company?" a. The CEO b. The CTO c. COVID-19 Now change is being forced on your business, in your community, in your country and ...
author Dick Wooden 7 Min Read
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CRM Integration Before, During, and After Implementation

CRM Partner Services: CRM Integration Before, During, and After Implementation  Someone recently asked us: do we do CRM implementation, or CRM integration? It’s not just semantics. Both I-words are ...
author Dick Wooden 7 Min Read
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Accelerate Customer-Facing Processes - Major Update of Creatio

Key Enhancements of Creatio 7.16 to help you automate any business idea in minutes Free Creatio Update 7.16 webinar April 23 at 2 PM  Eastern on improvements to accelerate customer-facing and ...
author Dick Wooden 9 Min Read
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