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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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Best of Creatio version 7.17.3 and .4

We are happy to introduce the latest updates for Creatio products, version 7.17.3 for the end of March 2021 and version .4 for the end of April. These are the best improvements. Sales, marketing, ...
author Dick Wooden 14 Min Read
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10 reasons why sales professionals enjoy using Creatio CRM

Positives a Good CRM system provides... Over the years I have heard many conversations among various sales professionals about the advantages that a good CRM System can provide to each of them.  ...
author Dick Wooden 9 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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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 Creatio update 7.14.3 August 2019

Now you will have the benefits of the latest update of Creatio (formally bpm'online) 7.14.3 available. Cloud customers will be updated during the next available maintenance period.  For on-premise ...
author Dick Wooden 7 Min Read
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