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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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Advanced capabilities in Creatio 7.16.1 June 2020

Creatio continues to constantly be delivering advanced capabilities to accelerate your sales, service, and marketing processes.  These are the new features included in Creatio 7.16.1 for June 2020. ...
author Dick Wooden 13 Min Read
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Creatio Update 7.15.3 Feb 2020

Creatio has recently released their version 7.15.3 and clients with the cloud deployment will be automatically updated or will have received this update in the last week. Please, make sure your ...
author Dick Wooden 15 Min Read
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Gartner's Critical Capabilities for Sales Force Automation

As you probably know, Gartner’s Critical Capabilities report is an organizations’ essential companion when it comes to identifying the features and peculiarities of various B2B products and services ...
author Dick Wooden 3 Min Read
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What Job Do You Need to Get Done?

Define the Job and right Solution to Accomplish When you really get down to getting smart work done it helps to clarify - what is the job that needs to get done. Additionally, we need to consider the ...
author Dick Wooden 9 Min Read
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Act! Insights to v20 - What are the benefits?

Most Innovative Act! Ever  “The next generation features in Act! v20 are a clear demonstration of our commitment to equipping our subscribers with the tools they need to stay competitive.”said John ...
author Julie Cooper 7 Min Read

Sales development with CRM is too important to not do it well

History has taught us all that, "it is the more adaptable of the species that survives". For your business to continue it must grow or be left behind.  Likewise this applies to your professional and ...
author Dick Wooden 6 Min Read

One Simple Tip for Drastically Refining Your Sales Pipeline in CRM

Talk about the percentage completion of your sales cycle I came across this helpful article by Colleen Francis and found it's discussion of sales pipeline and sales forecasting well-worth sharing ...
author Dick Wooden 12 Min Read
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