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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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How to Build the Perfect CRM Implementation Team Today

Success with a well-used CRM system requires thinking carefully about building your CRM implementation team. It’s critical to understand the people who will be using the system and how they'll use it ...
author Dick Wooden 21 Min Read
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No-code Customization with Creatio

Creatio low-code (no-code) CRM provides productivity enhancements right out of the box.  Creato provides a wealth of Guides on customizing Creatio configurations and adding custom functions using ...
author Dick Wooden 13 Min Read
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Creatio vs. Infor: Which is the wisest investment for you?

Comparison of Creatio and Infor CRM When it’s time to choose a new technology for your business, you compare several options, right? Otherwise, how do you make a wise decision about which one to ...
author Dick Wooden 8 Min Read
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18 Requirements for Success with CRM - Part I

Organizations rarely go it alone when they implement a Customer Relationship Management (CRM) strategy and its supporting technology. That's because it can get overwhelming: business strategies, ...
author Dick Wooden 10 Min Read
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Business Drivers that CRM Equips You to Accelerate

Your world is crazy busy. Your time is precious. You’ve only got enough of it to focus on what most affects your business.  You need solutions that free you for those priorities.
author Dick Wooden 5 Min Read
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CRM Implementation: Focus on the "how" with 3 strategies

What do you expect from a customer relationship management, or CRM, system? Adopting one is about a lot more than simply organizing prospect and customer details. It’s a considerable shift in how ...
author Dick Wooden 13 Min Read
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The Future of CRM

What is the Future of CRM? As 2018 winds down, many business owners like you are evaluating the past year and planning for 2019. This is a smart time to look at the future of CRM and what it might ...
author Dick Wooden 7 Min Read
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