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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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Automatically Create Contacts in Creatio from Google Forms with Zapier

Using Zapier with Creatio allows you to synchronize data collected on Google Forms to create new Contacts and/or Accounts in Creatio automatically.  
author Julie Cooper 8 Min Read
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No-Code / Low-Code Buyer's Guide

The Creatio team has released the No-code/Low-Codebuyers guide. If you are new to this technology or in a process of selecting the right vendor for your business, feel free to download your version ...
author Dick Wooden 4 Min Read
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Has the “Friction Tax” Hurt Your Business?

What causes friction in your business operations? We’re talking about the aggravations that slow down or block your workflow, causing you to stop to create a workaround, search for information that ...
author Dick Wooden 10 Min Read
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Business drivers that decision makers care about.

Your world is crazy busy and there is only enough time to focus on the key aspects that most affect your business. CRM stands for "customer relationship management," a type of software that helps ...
author Dick Wooden 10 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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How Discovery and Relationship Lead to Customer Success

The Discovery and Relationship Starts “We need a new solution in three weeks, and we’re interested in Creatio. Let's talk,” the email said.   “In our line of work, we have to prove that we followed ...
author Dick Wooden 7 Min Read
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7 Emerging Trends That Will Define 2021

It is evident that the pandemic has accelerated all automation and digital transformation initiatives by several years, but it is also clear that these trends will continue into the foreseeable ...
author Dick Wooden 5 Min Read
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