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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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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 Creatio

This video and textual tutorial contains step-by-step instructions on how to process cases in Creatio CRM (formally bpm'online).  Learn case processing workflow and stages, discover powerful and ...
author Dick Wooden 20 Min Read
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What do executives say about CRM’s value?

“Gut level” truth about people Why is CRM, or customer relationship management, valuable to a business owner or someone like a VP of Sales and Marketing?  I’ll give you a hint: People are the key. ...
author Dick Wooden 11 Min Read
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2 People Hold the Key to Your Successful CRM Adoption

How hard is it to get your staff to actually start using new software? People get comfortable with what they know and are bound to have a learning curve on something new, even with training. Too ...
author Dick Wooden 5 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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Helpful Guidance - An introduction to business processes

Accelerate your success In your crazy-busy world, you deserve access to the tools to make your work easier, faster and where the system provides intelligent guidance. You deserve to have a CRM that ...
author Dick Wooden 14 Min Read
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bpm' online - Adding multiple records from a lookup in the detail section

Creating a detail section from a lookup that allows users to select multiple records, while the lookup window is open, can reduce clicks and frustrations for users. Learn how to add this ...
author Julie Cooper 12 Min Read
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