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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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Business Success Requires Genuine Care for Customers

Can you relate? I’d like to tell you a true story we recently heard about how a solar panel salesperson blew a call. Seems that just as he arrived for a scheduled appointment at the new home of a ...
author Julie Cooper 8 Min Read
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Harness Technology for Better Selling with Sales Creatio

And Connecting in the Age of the Customer Whether it’s the Internet or mobile devices, technology has changed the way buyers are buying, allowing them to plug-in from anywhere to do their own ...
author Dick Wooden 14 Min Read
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Business Analysis: 15 Areas for Process Improvement

Getting focused on Process Improvement A major business analysis task is overseeing process improvement — identifying, analyzing, and improving an existing business process so the company can ...
author Dick Wooden 6 Min Read
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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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