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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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Getting to Effective CRM Use Cases

If you want the best fit and the most benefit from a CRM system, we highly recommend creating use cases specific to your organization. What is a use case? And why is it so important? You’re going to ...
author Dick Wooden 17 Min Read
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Why You Need a CRM Functional Requirement List - and How to Create One

Getting the Requirements Right To choose the right CRM system and customize it to suit your organization necessitates making a list of how you need it to behave for you. These requirements often ...
author Dick Wooden 10 Min Read
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Creatio case studies: Distribution and manufacturing

Winning with Creatio In a recent post (“Creatio CRM: Who Needs It?”), we described the types of companies that have the greatest potential for transformation when they adopt Creatio. To summarize, ...
author Dick Wooden 7 Min Read
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Top Use Cases for Leveraging Low-code Technology to Accelerate Business

Please join us for this Webinar to learn why organizations are choosing low-code platforms to build apps and processes they need and how low-code can help budget-challenged IT departments to create ...
author Dick Wooden 3 Min Read
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Your First Steps- Success with Customer Relationship Management

We have been covering important rules in the success of CRM for your business, now and into the future. Previously in "Before You Start - Success with Customer Relationship Management" we covered ...
author Dick Wooden 10 Min Read
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