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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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5 Keys to Unlock Team Engagement for CRM Success

The single biggest factor in CRM failure is lack of buy-in by users. A lackluster implementation throws all the promises of return on CRM investment to the wind. No one wants that, but unfortunately ...
author Dick Wooden 6 Min Read
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Creatio Sept 2020 Update 7.16.4 Improvements

Improvements and Enhancements This September the latest Creation version 7.16.4 is available with some very helpful improvements and enhancements.
author Dick Wooden 7 Min Read
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How CRM Makes Work Visible, and Why It Matters

Visibility of Work Matters There’s a lot of talk about CRM providing a “360-degree view,” with good reason. We stress its importance in our work as a Creatio CRM partner and consultant, and the ...
author Dick Wooden 9 Min Read
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7 Key Considerations for Your Mobile CRM Solution

What do you need to consider when adopting a mobile CRM solution?  It’s important to recognize upfront that mobile CRM is more than just another CRM technology client.  The mobile environment itself ...
author Dick Wooden 10 Min Read
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7 Keys to Success with CRM - What CRM Can Do

People Come First - What CRM Can Do In the introduction: 7 Keys to Success with CRM - People Always Come First, I mentioned that the three areas of your business affected by effective CRM are sales, ...
author Dick Wooden 12 Min Read
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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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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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