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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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10 reasons why sales professionals enjoy using Creatio CRM

Positives a Good CRM system provides... Over the years I have heard many conversations among various sales professionals about the advantages that a good CRM System can provide to each of them.  ...
author Dick Wooden 9 Min Read
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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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