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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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10 Warning Signs Your Business Needs a CRM System: Lagging Indicators

In "10 Warning Signs Your Business Needs a CRM System - Leading Indicators", we discussed signs that you're outgrowing your current processing system and should start considering a CRM. "Lagging ...
author Dick Wooden 18 Min Read
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10 Warning Signs Your Business Needs a CRM System - Leading Indicators

Are you satisfied with just a few clients and no real ambition to grow? Most businesses want more than that, a lot more. A common concern for businesses is how to know when their activities really ...
author Dick Wooden 15 Min Read
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Make it easier on your team - automate workflow

What is BPM: Workflow Management Software? Business Process Management: Workflow management software presents a combination of tools developed for fashioning, monitoring, and analyzing a group of ...
author Dick Wooden 9 Min Read
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7 Keys to Success with CRM - What CRM Can Do

People Come First - What CRM Can Do In the introduction: 7 Keys to Success with CRM - People Always Come First, I mentioned that the three areas of your business affected by effective CRM are sales, ...
author Dick Wooden 12 Min Read
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7 Reasons CRM “Excels” Compared to Spreadsheets

“I’m just a big fan of spreadsheets. I understand them, and they work great for me to track my customers.” We frequently hear this comment from small business owners who haven’t tried CRM. They have ...
author Julie Cooper 9 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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Make better informed decisions, quicker with Creatio analytics

You have invested time, money, and other resources in building helpful information in your bpm'online CRM system. Great! Are you using the built in analytics to make better informed decisions, ...
author Dick Wooden 5 Min Read
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