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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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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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Better Decisions - More Agility -Creatio Analytics

We often "hear" the unspoken request of the desire of business owners, sales professionals and customer service representatives for the capability to make better decisions, faster and easier.  They ...
author Dick Wooden 8 Min Read
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No-code Customization with Creatio

Creatio low-code (no-code) CRM provides productivity enhancements right out of the box.  Creato provides a wealth of Guides on customizing Creatio configurations and adding custom functions using ...
author Dick Wooden 13 Min Read
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