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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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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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Customer Experience 2025 Forecast:  What will they want?

What will customers expect of the companies they do business with in 2025? That’s only six years away. As business owners, we can’t afford to waste any time preparing ourselves to meet their ...
author Dick Wooden 7 Min Read
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Effectively Using the bpm'online Mobile App

Experience a new level of agility with mobile access to award-winning bpm'online. Easily get to all the critical information about your prospects and customers, manage your activities and track ...
author Dick Wooden 15 Min Read
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How to process customer service case in bpm'online

This video and textual tutorial contains step-by-step instructions on how to process cases in bpm'online CRM.  Learn case processing workflow and stages, discover powerful and easy-to-use case ...
author Dick Wooden 20 Min Read
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What do executives say about CRM’s value?

“Gut level” truth about people Why is CRM, or customer relationship management, valuable to a business owner or someone like a VP of Sales and Marketing?  I’ll give you a hint: People are the key. ...
author Dick Wooden 10 Min Read
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2 People Hold the Key to Your Successful CRM Adoption

How hard is it to get your staff to actually start using new software? People get comfortable with what they know and are bound to have a learning curve on something new, even with training. Too ...
author Dick Wooden 5 Min Read
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What’s the difference between bpm’online and the CRM you’ve known and loved?

BUSINESS SOFTWARE: The Struggle Is Real, but Does It Have to Be? The business landscape changes almost daily. Innovation comes at us fast and paradigms shift on the fly. It’s challenging to keep up, ...
author Dick Wooden 6 Min Read
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