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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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Has the “Friction Tax” Hurt Your Business?

What causes friction in your business operations? We’re talking about the aggravations that slow down or block your workflow, causing you to stop to create a workaround, search for information that ...
author Dick Wooden 10 Min Read
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Accelerate with Creatio: It adapts as fast as you want it to

The most common reason that clients come to us is to have a more capable, well-used CRM system that works purposely for their business. Basically they have outgrown their current system. This was the ...
author Dick Wooden 3 Min Read
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Sales Creatio helped solve the challenges facing Health e(fx)

To support the changing trends in the marketing and customer relationship aspects, implementing the right tools and technology is necessary. That is where a CRM platform comes into play. 
author Dick Wooden 3 Min Read
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Easily view communication timelines in Creatio CRM

So what happened over time with that contact or that account? You need answers quickly.  Who has been talking with your key accounts, when did my team last communicate, and what has been happening ...
author Dick Wooden 7 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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5 Ways a CRM System Can Improve a Business

Customer relationship management has come a long way in a short time. For example, just 102 years ago, America’s first supermarket opened (a Piggly Wiggly in Memphis Tennessee), forever changing the ...
author Dick Wooden 11 Min Read
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What’s the difference between Creatio and the CRM you’ve known and loved?

BUSINESS SOFTWARE: The Struggle Is Real, but Does It Have to Be? The business landscape changes almost daily. Innovation comes at us fast and paradigms shift on the fly. It’s challenging to keep up, ...
author Dick Wooden 7 Min Read
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