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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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What Santa's CRM System Must Look Like

Santa Claus must have one heck of a CRM system! Ability to personalize -from wish list items to physical locations. Imagine your global business needed a very personalized database to track all the ...
author Dick Wooden 10 Min Read
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18 Requirements for Success with CRM - Part I

Organizations rarely go it alone when they implement a Customer Relationship Management (CRM) strategy and its supporting technology. That's because it can get overwhelming: business strategies, ...
author Dick Wooden 10 Min Read
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Scary story - case study

Pretend we're gathered around a campfire. It's dark, and spooky noises come out of the woods. Now listen to this scary story. It's about a family named Krueger. Perhaps you've heard of them. The ...
author Dick Wooden 5 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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12 Helpful features Beesender adds to Creatio

In previous posts we’ve shared about ways you can communicate with customers right from bpm’online with Beesender. This addition gives operators a tool to meet the immediate communication ...
author Dick Wooden 8 Min Read
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Social media monitoring YouScan integrated with Creatio

Any company knows that it is essential to build a solid reputation and following on its social media.  It's ideal for your brand to become a household name as that's when you've attained a high brand ...
author Dick Wooden 12 Min Read
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Use the past to improve the future

“We have to use the past to improve the future.” I recently heard this statement from Alan Weiss, a world-famous entrepreneur coach whom I have followed and learned from over the years. He was ...
author Dick Wooden 6 Min Read
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