How to Successfully Select and Implement a CRM

How to edit the list of social/phone types to add a new "toll-free" phone type Usage Case: Importing migrated data from another system into Creatio low-code CRM needed to push an account’s and ...

Making the Complex Simpler Your business needs can be complex, but simplifying with a good customer relationship management (CRM) can help to alleviate the challenges of trying to manage them. The ...

Eliminate Email - CRM integration Frustrations User Frustration #1:Poor Use Screen Real Estate When you have 3-5 applications always running and going in between, screen real estate is limited. Where ...

There is a two-letter word that perhaps has more meanings than any other two-letter word, and that is 'UP'. It's easy to understand UP, meaning toward the sky or at the top of the list, but when we ...

The definition of an "Educator" is a person who provides instruction or education; a teacher.  From the perspective of a professional educator -this is how we define ourselves to our CRM clients.  A ...

What the Mind Concieves the Mind Achieves - The following in from C.J. Hayden is the author of Get Clients Now!™ Thousands of business owners and independent professionals have used her simple sales ...

An interesting post from Radio Ink Magazine has us thinking about sales key performance indicators. In his post, writer, Matt Sunshine, describes the familiar problem of one particular salesperson: ...