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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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Top 3 things to consider when choosing a CRM solution

Key considerations when choosing your CRM solution We can all agree there are plenty of solutions and vendors to choose from when it comes to CRM as it is a fundamental requirement for organizations ...
author Dick Wooden 8 Min Read
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Checklist: 14 Steps to a Successful CRM Implementation

A customer-centric strategy supported by a CRM (customer relationship management) system has great potential to transform and grow your business – IF it is effectively implemented. Choosing the right ...
author Dick Wooden 8 Min Read
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How to Avoid CRM Purchase Decision Paralysis: Use this Roadmap

Decisions, Decisions - Don't delay making the smart decision What are your business development goals for 2020? Will your existing CRM system get you  there? Or will it hinder your progress? Options ...
author Dick Wooden 9 Min Read
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Creatio Comparison to HubSpot Sales Professional

Creatio (formally bpm’online) and HubSpot Sales Professional are two popular Customer Relationship Management (CRM) systems: software that helps companies track customer/employee interactions, lead ...
author Julie Cooper 5 Min Read
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7 Reasons CRM “Excels” Compared to Spreadsheets

“I’m just a big fan of spreadsheets. I understand them, and they work great for me to track my customers.” We frequently hear this comment from small business owners who haven’t tried CRM. They have ...
author Julie Cooper 9 Min Read
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How to Take the Scariness out of That Big Decision

The unknown is scary, isn’t it? What’s hiding in the dark that we can’t see? Will a skeleton jump out and do us in?  Where can I safely step? Fright from the unknown in business lacks the amusement ...
author Dick Wooden 7 Min Read
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