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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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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like agile Creatio provides a single, central repository for critical contact and customer information. It enables quick and easy access to every ...
author Dick Wooden 16 Min Read
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Quicker, visualized decisions with CRM Dashboards

What is the value of a quality, informed decision that doesn't take forever? One of the more common CRM requirements that come from our current and prospective clients is how can my CRM and related ...
author Dick Wooden 7 Min Read
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Leap forward with bpm'online latest 7.11 CRM

Trends affecting your business 1. Global data volume  From now until 2020, the amount of information will double every two years. 90% of the world's data has been created in the last 2 years! 2. The ...
author Dick Wooden 8 Min Read
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Driving Smarter Sales Through Al-Powered Sales Processes

What is AI for BPM? At the highest level, AI is an intelligent technology that  leverages historical data and applies what is lear ned to  curr ent contexts to make pr edictions. It combines various ...
author Julie Cooper 10 Min Read
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Success with CRM Consulting, Inc. Partners with bpm' online!

June 2, 2017 Cassopolis,, Michigan – Success with CRM Consulting, Inc. is delighted to announce its partnership with bpm’online, a premium vendor of a process-driven CRM for marketing, sales and ...
author Dick Wooden 6 Min Read
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What is new in bpm'online CRM version 7.10+

There have been significant updates for bpm'online CRM the last few months.  In this article we'll mention the key hightlignts and resources for version 7.10 and the latest release 7.10.1.  Leverage ...
author Dick Wooden 37 Min Read
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Creatio tip - create new phone type for import

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 ...
author Dick Wooden 11 Min Read
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