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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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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 29 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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bpm'online CRM receives multiple industry awards - doing it right!

Having the right strategy and delivering is generating multiple industry awards in important categories. “In the world where change is a new normal, we believe it’s crucial to equip your teams with ...
author Dick Wooden 8 Min Read
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Improvements for bpm'online update 7.14.3 August 2019

Now you will have the benefits of the latest update of bpm'online 7.14.3 available. Cloud customers will be updated during the next available maintenance period.  For on-premise customer see the link ...
author Dick Wooden 7 Min Read
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How to update a group of records in bpm'online CRM

At times in your CRM database you may find data that you wish to update and there is just too many records to process manually.  So bpm'online business process usage can come to the rescue and ...
author Dick Wooden 7 Min Read
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How metrics-based approach can drive more revenue

Did you know that ... >> 31% of deals are lost because of a lack of communication with decision makers. >> An increase in the qualify of leads by 10% , increases sales efficiency by 40%. >> Email ...
author Dick Wooden 5 Min Read
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Using Business Process Creation to Get Ahead of The Competition

"We're pleased to welcome guest-blogger, Casey Belle, on today's post. We think you'll benefit from her wisdom." Running a business is no walk in the park especially in today's global economy where ...
author Dick Wooden 8 Min Read
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