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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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Yes, Now IS the time to invest into CRM: Low-Code improves ROI

Many small to mid-sized businesses we see – and maybe you -- face the challenge of employees who have limited experience with digital applications like CRMs and therefore drag their feet when it ...
author Dick Wooden 7 Min Read
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Success with CRM Partner Has New Name, New Look

On this beautiful Fall day in Southwest Michigan, Julie and Dick get into the promotion of the renaming event of bpm'online to Creatio.
author Julie Cooper 7 Min Read
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Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images ...
author Julie Cooper 6 Min Read
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Creatio Comparison to HubSpot Sales Professional

Creatio (formally bpm’online) and HubSpot Sales Professional are two popular Customer Relationship Management (CRM) systems: software that helps companies track customer/employee interactions, lead ...
author Julie Cooper 5 Min Read
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Effectively Using the Creatio Mobile App

Experience a new level of agility with mobile access to award-winning Creatio. Easily get to all the critical information about your prospects and customers, manage your activities and track KPI's. ...
author Dick Wooden 15 Min Read
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How to process customer service case in bpm'online

This video and textual tutorial contains step-by-step instructions on how to process cases in bpm'online CRM.  Learn case processing workflow and stages, discover powerful and easy-to-use case ...
author Dick Wooden 20 Min Read
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What’s the difference between bpm’online and the CRM you’ve known and loved?

BUSINESS SOFTWARE: The Struggle Is Real, but Does It Have to Be? The business landscape changes almost daily. Innovation comes at us fast and paradigms shift on the fly. It’s challenging to keep up, ...
author Dick Wooden 6 Min Read
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