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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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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
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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
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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like agile Creatio provides a single, central repository for critical contact and customer information. It enables quick and easy access to every ...
author Dick Wooden 16 Min Read
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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
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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
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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
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