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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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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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Productivity enhancements in Creatio 7.16

Major version update now available for Creatio 7.16 that delivers advanced capabilities to automate your sales, service and marketing processes. The update guide is available in a separate article. ...
author Dick Wooden 15 Min Read
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History Overload - ACT Growth Suite  to the Rescue

So you have been successfully building relationships with a contact and now have years of completed activities in history to sort through.  You do a quick search with the ACT Contact lookup form and ...
author Julie Cooper 8 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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Improvements for bpm'online update 7.14.3 August 2019

Now you will have the benefits of the latest update of bpm'online 7.14.3 available. Cloud customers will be updated during the next available maintenance period.  For on-premise customer see the link ...
author Dick Wooden 7 Min Read
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The top 9 benefits CRM will bring your business

Leveraging your CRM for business benefits A successful CRM (customer relationship management) system implementation has challenges and rewards. The secret of driving a successful CRM initiative is ...
author Dick Wooden 8 Min Read
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Boost CRM Productivity with Voice Recognition

Understanding Amazon Alexa What sets Alexa and Echo apart from first-generation voice assistants is responsiveness, unlike Dragon Naturally Speaking. There’s no activation button to press. Simply say ...
author Julie Cooper 13 Min Read
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