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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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Making it all work with CRM - There must be a better way

Making sense of what you face: Sometimes you just know there must be a better way. You know in your gut that your business isn’t working as well as you want it to. Then someone, like Dick or Julie, ...
author Dick Wooden 10 Min Read
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7 Reasons Not to Use Mobile CRM

Is Mobile CRM right for you? We've talked about how Creatio Mobile app is changing the way people build relationships. How you can manage clients from your phone? How tablets have changed the sales ...
author Dick Wooden 9 Min Read
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35 Ways to Boost Sales Productivity with CRM: Now and Later

35 Ways CRM boosts sales productivity: today & every future day. This list contains various ways that by using a purposeful build CRM system and related technology your team can help boost sales ...
author Dick Wooden 10 Min Read
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Boosts Sales Productivity with CRM: Now & Later - Part II

35 Ways CRM boosts sales productivity; today and every future day. In Part I we covered 22 ways the use CRM can boost sales productivity and effectiveness, NOW.  Later has arrived.   Knowledge of the ...
author Dick Wooden 11 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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4 Key Challenges Addressed with Integrated CRM Sales and Marketing

Make your business work smarter with CRM Focused and measurable electronic emarketing with CRM Integration makes your business work smarter.  Four challenges and missed opportunities can be addressed ...
author Dick Wooden 10 Min Read
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Marketing Fields You MUST Have in Your CRM

Amplify Your Marketing ROI by Identifying Key Customer Characteristics You’ll get more return on your investment in your CRM system if you identify and capture important customer information. This ...
author Dick Wooden 17 Min Read
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