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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 CRM Transforms Financial Services: Low-Code to the Rescue

Competitive platforms rising to meet modern customer expectations How do financial institutions remain competitive when new financial tech platforms – fintechs -- are rising up to meet modern ...
author Dick Wooden 10 Min Read
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Turning pain points into progress: CRM superpowers to the rescue

Helpful CRM Super Powers for your organization ISV- independent software vendors need superpowers to be the heroes in their own stories. Today we want to tell you about the speed and laser vision ...
author Dick Wooden 9 Min Read
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The 5W's of Customer Relationships: Why and How

Who, What, When, Where, Why, How Your business success requires that you know the answers to these questions regarding your customers or constituents. It’s valuable to build an information base in ...
author Dick Wooden 7 Min Read
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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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Major Challenges CIO and Digital Leaders Face in Digital Transformation

Are you a  CIO or digital leader facing challenges in our Age of Digital Transformation? Why you should attend Join open discussion with leading digital experts Share your thoughts on emerging tech ...
author Dick Wooden 3 Min Read
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The 5 W’s of Customer Relationships, Part 2: Where and When

Accelerate business relationship development - Where and When Business success requires high quality customer relationships. We believe in this truth so strongly that we’ve focused our services ...
author Dick Wooden 9 Min Read
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14 CRM Best Practices - Start NOW!

Which best practice techniques would turbo charge your CRM initiative? Constant evolution of your CRM platform is important, but waiting until New Year's day 2014 is not a recognized best practice.  ...
author Dick Wooden 12 Min Read
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