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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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CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
author Dick Wooden 10 Min Read
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7 Key Benefits for C-level Executives when considering CRM

Business leaders who consider implementing a customer relationships and management system, or CRM, want to know how CRM will benefit their company. They can expect to gain these seven key benefits. ...
author Dick Wooden 15 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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7 Key Benefits to Your Business with CRM

Accelerate Business Transformation - now! Prospective clients often ask about how a contact management system can help them in their startup or small business. Julie and I answer by sharing how a ...
author Dick Wooden 23 Min Read
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Quicker, visualized decisions with CRM Dashboards

What is the value of a quality, informed decision that doesn't take forever? One of the more common CRM requirements that come from our current and prospective clients is how can my CRM and related ...
author Dick Wooden 7 Min Read
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Driving Smarter Sales Through Al-Powered Sales Processes

What is AI for BPM? At the highest level, AI is an intelligent technology that  leverages historical data and applies what is lear ned to  curr ent contexts to make pr edictions. It combines various ...
author Julie Cooper 10 Min Read
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Top 3 eBooks on Artificial Intelligence to Supercharge Your Efforts in 2017 H2

Artificial Intelligence (AI) and CRM Integration As the 2017 H1 is rapidly coming to an end we would like to share with you our Top 3 eBooks on Artificial Intelligence (AI) that will help you learn ...
author Dick Wooden 7 Min Read
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