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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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To Accelerate - Your Business Needs Processes!

The key to building a business that can be easily scaled and improved is its ability at creating and managing processes. A business process is a set of steps that you and your team are repeatedly ...
author Dick Wooden 7 Min Read
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Using Complex Multi-Step Workflow Marketing

One of the core focuses of most low-code platforms is BPM (business process management). By using low-code, users can develop apps that automate processes and manage them more effectively in the ...
author Dick Wooden 27 Min Read
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How to mass update email access rights using Creatio business processes?

Key Tip when setting up new users email integration with Creatio: Creatio email access rights are set per the users email mailbox setup.  By default, Creatio sets these access rights for Read, Write ...
author Julie Cooper 4 Min Read
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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 27 Min Read
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2020 Winter Customer Success Report

  92% of Business-To-Business buyers are more likely to purchase products or services after reading a trusted review (G2 and Heinz Marketing)   What can be more trustworthy than customer reviews ...
author Dick Wooden 4 Min Read
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Creatio CRM receives multiple industry awards - doing it right!

Having the right strategy and delivering is generating multiple industry awards in important categories. “We are excited to be recognized in Gartner 2020 Gartner Magic Quadrant for Enterprise Low ...
author Dick Wooden 8 Min Read
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Improvements for Creatio update 7.14.3 August 2019

Now you will have the benefits of the latest update of Creatio (formally bpm'online) 7.14.3 available. Cloud customers will be updated during the next available maintenance period.  For on-premise ...
author Dick Wooden 7 Min Read
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