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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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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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Transform Sales with Customer Collaboration: How CRM Helps

Have you noticed it’s getting more competitive out there? Too often competition devolves into trying to win a customer with the lowest price. Generally, what that means is that the customer gets a ...
author Dick Wooden 6 Min Read
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Business Knowledge for the Next Level - Creatio CRM

Repeatable and consistent success in business depends on a core strategy revolving around the quick and easy access to knowledge. Knowledge is typically found in database systems.  It means having ...
author Dick Wooden 8 Min Read
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Making Better Decisions - Sales Ranking Analysis from Creatio CRM

Making better decisions based on sales performance is critical for continued business success. Having the ability to quickly view top performers and drill into the details to obtain insights into the ...
author Dick Wooden 8 Min Read
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Knowledge FUELS Better Decisions and Actions

Knowledge is FUEL for Better Decisions and Actions One thing I have learned over the years from my clients is how important it is for them to capture knowledge about their relationships with ...
author Dick Wooden 11 Min Read
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