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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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Your Business's Journey forward:  Are you Well-Equipped?

Do you enjoy travel? Are you looking forward to more of it once the pandemic has subsided? We are too. Our family loves to visit national parks and hike in nature. We often enjoy the journey as much ...
author Julie Cooper 10 Min Read
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Easily view communication timelines in Creatio CRM

So what happened over time with that contact or that account? You need answers quickly.  Who has been talking with your key accounts, when did my team last communicate, and what has been happening ...
author Dick Wooden 7 Min Read
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What is needed before 2025 for remarkable customer experiences

What kind of experience will customers expect from your business in 2025? Earlier we highlighted two priorities of customers that I shared with business leaders attending a recent national bpm’online ...
author Dick Wooden 6 Min Read
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Customer Experience 2025 Forecast:  What will they want?

What will customers expect of the companies they do business with in 2025? That’s only six years away. As business owners, we can’t afford to waste any time preparing ourselves to meet their ...
author Dick Wooden 7 Min Read
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Building an ideal customer journey

"Customer journey" is a road map marketers use to guide prospects from first touch, to sustained interest, to eventual purchase. But at times, engagement tactics become an annoyance and deterrent. To ...
author Dick Wooden 8 Min Read
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