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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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Triple Threat Capability or Triple Treat? You Win Either Way with CRM

Triple threat or triple treat? That might be a proofreading concern. But right now, it’s more than that. It’s a real question: Which one describes a great CRM system? Both do, actually. Triple ...
author Dick Wooden 7 Min Read
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CRM Success = Software + What else?

There is a Better Way to Achieve the Desired Outcomes If you want your CRM initiative to be successful, focus on your corporate culture before you focus on your technology purchase decision.  We have ...
author Dick Wooden 7 Min Read
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Creatio CRM: Who Needs It?

Not all software solutions are suitable for all organization. We understand that. As Creatio partners, we often get asked how an organization that’s in the market for a new CRM system can know ...
author Dick Wooden 8 Min Read
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Integrating Creatio and Quickbooks

Connecting Creatio CRM and QuickBooks Accounting Quickbooks connector for Creatio provides Creatio users access to back office information they need when they need it. No need to switch between the ...
author Dick Wooden 8 Min Read
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Effective tools to easily audit changes in Creatio

It is important to know when key data is changed Depending our you business model there are times when it is extremely important to know when key data changes in Creatio.  It may be the type of an ...
author Dick Wooden 13 Min Read
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CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
author Dick Wooden 11 Min Read
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Making sense of your business’s past and present for a brighter future

Formulating Strategic Business Development and Growth Your business’s future direction and even existence depend on your strategic planning. But formulating strategies for business growth and ...
author Dick Wooden 7 Min Read
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