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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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bpm' online - Adding multiple records from a lookup in the detail section

Creating a detail section from a lookup that allows users to select multiple records, while the lookup window is open, can reduce clicks and frustrations for users. Learn how to add this ...
author Julie Cooper 12 Min Read
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Ease the pains of synchronizing contact information with PieSync

Are you tired of trying to keep your contact information synchronized between different applications?  PieSync's 2-way sync can help ease that frustration and save you time to use for more better ...
author Dick Wooden 8 Min Read
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How Jobs Theory Can Leverage CRM’s Customer-Centric Power

Gain clarity and focus on what customers needed Everyone you sell to has a job to be done. When you offer a product or service that helps them succeed in accomplishing it, your chances of closing the ...
author Dick Wooden 9 Min Read
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