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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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Get Your CRM Working Right: Create Effective Use Cases

Creating effective use cases to drive a better CRM for your business Why should I care about creating a use case? Use cases describe how users use the CRM system and what the system does for those ...
author Dick Wooden 15 Min Read
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Getting to Effective CRM Use Cases

If you want the best fit and the most benefit from a CRM system, we highly recommend creating use cases specific to your organization. What is a use case? And why is it so important? You’re going to ...
author Dick Wooden 18 Min Read
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Why You Need a CRM Functional Requirement List - and How to Create One

Getting the Requirements Right To choose the right CRM system and customize it to suit your organization necessitates making a list of how you need it to behave for you. These requirements often ...
author Dick Wooden 10 Min Read
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