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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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No-Code Makes Digital Workflow Accessible to All

Automation is here to remain competitive We are living in a time of disruption. Businesses across the board need to be agile and flexible to stay competitive because change is happening so fast on so ...
author Julie Cooper 6 Min Read
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To Accelerate - Your Business Needs Processes!

The key to building a business that can be easily scaled and improved is its ability at creating and managing processes. A business process is a set of steps that you and your team are repeatedly ...
author Dick Wooden 7 Min Read
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Stop Hobbling Along - Really Engage with CRM

The trap: when fear of change is greater than the value of the solution You’ve just made a killer presentation. The prospect gets all hot and lathered up about the solution your offering provides. ...
author Dick Wooden 16 Min Read
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Add powerful Kanban view in your Creatio CRM

One of our favorite Creatio capabilities is the Kanban view for any bpm'online section. This add-on provides drag & drop capability to quickly view and update data such as opportunities, ...
author Dick Wooden 4 Min Read
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Make it easier on your team - automate workflow

What is BPM: Workflow Management Software? Business Process Management: Workflow management software presents a combination of tools developed for fashioning, monitoring, and analyzing a group of ...
author Dick Wooden 9 Min Read
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Intangible Results Brought to You by Customer Relationship Management

Intangible benefits are the kind measured using "soft" criteria. Management may like hard numbers, but top-level executives appreciate and understand the value of "soft" benefits as well. These ...
author Dick Wooden 20 Min Read
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What is new in bpm'online CRM version 7.10+

There have been significant updates for bpm'online CRM the last few months.  In this article we'll mention the key hightlignts and resources for version 7.10 and the latest release 7.10.1.  Leverage ...
author Dick Wooden 37 Min Read
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