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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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8 Deadly Sins Found in NOT Serving Your Customer

Do your business a favor and take a good serious look at your customer service and support processes and how they are serving your organization.....most likely changes need to apply in this Covid-19 ...
author Dick Wooden 6 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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Help for organizations fighting against COVID-19-Service Creatio

Service Creatio is free for organizations fighting against  COVID-19 Alert for: Healthcare, charity, volunteering, governmental and similar organizations that are helping people and businesses fight ...
author Dick Wooden 5 Min Read
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What is an 'Active' contact for bpm online Marketing?

What is the bpm’ online's definition of an “actual response”.   What responses flag that contact records as ‘active' contact.  Does that include: Un-opens, Bad email responses, hard bounces, soft ...
author Julie Cooper 4 Min Read
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Effectively Using the Creatio Mobile App

Experience a new level of agility with mobile access to award-winning Creatio. Easily get to all the critical information about your prospects and customers, manage your activities and track KPI's. ...
author Dick Wooden 15 Min Read
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How to process customer service case in Creatio

This video and textual tutorial contains step-by-step instructions on how to process cases in Creatio CRM (formally bpm'online).  Learn case processing workflow and stages, discover powerful and ...
author Dick Wooden 20 Min Read
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