<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">
search
CONTACT US
one line
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.
how to cover
category

Posts by Tag

See all
  Read Article

CRM Implementation: Focus on the "how" with 3 strategies

What do you expect from a customer relationship management, or CRM, system? Adopting one is about a lot more than simply organizing prospect and customer details. It’s a considerable shift in how ...
author Dick Wooden 13 Min Read
  Read Article

Ease the pains of synchronizing contact information with PieSync

Are you tired of trying to keep your contact information synchronized between different applications?  PieSync's 2-way sync can help ease that frustration and save you time to use for more better ...
author Dick Wooden 8 Min Read
  Read Article

ATTENTION, CRIMESTOPPERS: Stop the Crimes of a Crappy CRM

CRM Crime Prevention Crimes might be happening right under your nose. As a business owner, you have the power to stop or, better yet, prevent them. No need to call 911. These aren’t that sort of ...
author Dick Wooden 9 Min Read
  Read Article

Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like bpm’online or Infor CRM provides a single, central repository for critical contact and customer information. It enables quick and easy access to ...
author Dick Wooden 15 Min Read
  Read Article

Creatio tip - create new phone type for import

How to edit the list of social/phone types to add a new "toll-free" phone type Usage Case: Importing migrated data from another system into Creatio low-code CRM needed to push an account’s and ...
author Dick Wooden 11 Min Read
  Read Article

Close more sales deals with less work

CRM for the sales person, first.... Bpm'online sales is the all-in-one sales solution that helps small to medium sales teams grow their revenue by creating a human-friendly experience for sales reps ...
author Dick Wooden 8 Min Read
  Read Article

The Powerful Value of CRM Simplification

Making the Complex Simpler Your business needs can be complex, but simplifying with a good customer relationship management (CRM) can help to alleviate the challenges of trying to manage them. The ...
author Dick Wooden 11 Min Read
Check all our articles >
letter

Join Our Newsletter!

Join now to receive a monthly digest of our best content and announcments.