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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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Creatio Update 7.15.3 Feb 2020

Creatio has recently released their version 7.15.3 and clients with the cloud deployment will be automatically updated or will have received this update in the last week. Please, make sure your ...
author Dick Wooden 15 Min Read
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Advanced CRM Strategy for Nonprofit

Why a Major Nonprofit Wants to Advance a CRM Strategy: Addressing their use case You’re probably aware that a CRM strategy is all about building solid relationships. That’s why nonprofits benefit ...
author Dick Wooden 8 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 29 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.  
author Dick Wooden 9 Min Read
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Business Imperative - How CRM Enables Strategic Achievement

This could be you: CEO leads organization to achieve more effective dealer network Put yourself in this scenario: you are the CEO of a privately held, premier cabinet manufacturing company that ...
author Dick Wooden 21 Min Read
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2020 Winter Customer Success Report

  92% of Business-To-Business buyers are more likely to purchase products or services after reading a trusted review (G2 and Heinz Marketing)   What can be more trustworthy than customer reviews ...
author Dick Wooden 4 Min Read
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