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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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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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Critical Reasons Your Business Needs BPM with CRM

As a business leader, it is becoming increasingly critical that you consider the benefits of combining customer relationship management (CRM) with business process management (BPM). Many companies ...
author Dick Wooden 12 Min Read
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Inbox Guru for Infor CRM - customer feedback - new features

Improvements for Infor CRM using InboxGuru marketing automation   One of the helpful capabilities of Inbox Guru is that the results of campaigns and web page visits becomes part of a contact's record ...
author Dick Wooden 8 Min Read
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Close more sales deals with less work

CRM for the sales person, first.... Bpm'online sales is the all-in-one sales solution that helps small to medium sales teams grow their revenue by creating a human-friendly experience for sales reps ...
author Dick Wooden 8 Min Read
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The Powerful Value of CRM Simplification

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 ...
author Dick Wooden 11 Min Read
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Equally Different - Infor CRM

"Equally Different" is a term that is helpful to describe the capabilities and benefits of a business solution to attract, keep and develop profitable customers. A long-term business system that is ...
author Dick Wooden 15 Min Read
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