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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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How to Build the Perfect CRM Implementation Team Today

Success with a well-used CRM system requires thinking carefully about building your CRM implementation team. It’s critical to understand the people who will be using the system and how they'll use it ...
author Dick Wooden 21 Min Read
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Getting to Effective CRM Use Cases

If you want the best fit and the most benefit from a CRM system, we highly recommend creating use cases specific to your organization. What is a use case? And why is it so important? You’re going to ...
author Dick Wooden 18 Min Read
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Making CRM a Company-wide Strategy

CRM is for everyone in the business The toughest challenge to overcome when introducing CRM is around the impact of the CRM across the entire business. While ROI and CRM  tool-selection/deployment ...
author Dick Wooden 5 Min Read
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Checklist: 14 Steps to a Successful CRM Implementation

A customer-centric strategy supported by a CRM (customer relationship management) system has great potential to transform and grow your business – IF it is effectively implemented. Choosing the right ...
author Dick Wooden 10 Min Read
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CRM needs to support your people, not the other way around

Free eBook: 7 keys to successful implementation Choices abound when you’ve decided you need to invest in CRM, whether for the first time or as an upgrade to support your growth. But here’s the thing: ...
author Dick Wooden 6 Min Read
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How to select the best CRM system for your dynamic future

When a business owner finally realizes that their systems are not robust enough to support their processes and have become a roadblock, they want a fix now, if not yesterday. And they don’t want to ...
author Dick Wooden 7 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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