Stephanie Reilly’s Post

Maximize the value of your CRM investment with expert management solutions! From data analysis to system optimization, effective CRM management ensures your system works seamlessly to drive business success. Let's connect to discuss how CRM management can streamline your operations. https://lnkd.in/du-pQEFC #CRMManagement #DataAnalysis #BusinessOptimization

I have had opportunity to work with Zertain a number of times recently. They are good guys and good technologists. The engagements are mostly very CRM centric, using Creatio. One thing I have really noticed is the agility and speed of delivery using Creatio. I first started watching Creatio when they were named bpmonline. At that stage they were a business process engine that had a growing eco-system. As often happens, a product that grows infrastructure and capability around it upgrades their offering. With Creatio, this didn't happen with just bolt-on modules, but rather because Creatio extended to embrace CRM capability as a core concept and NO-CODE capability to enable rapid delivery. Creatio today is a unique platform which has accessible layers of technology. It has configuration, then NO-CODE, then a BPMN driven process engine with integration capability, then at the bottom layer the business objects model itself can be changed. What this means for me is that I can deliver a Creatio CRM for Sales, Marketing or Service and be confident that if the organisation changes or grows, Creatio can cater for the extra workflows, data, integrations etc. If you are 'stuck; with your CRM - if it's not working for you, too difficult to enhance or hopeless to integrate, you need to look at Creatio. The Process Expert is a Creatio Consulting Partner. I will be glad to help you. I will help you model the business processes as you ideally need them to be; then look at how various features can be incorporated in Creatio with far faster delivery than traditional methods offer. With computer programmers being scant resources and products being more and more complex to implement or modify, projects are often over-running and under-delivering. NO-CODE platforms are the best opportunity your business has to accelerate positive business change and digital transformation. If you would like a NO-CODE PLAYBOOK TOOLKIT just click here: https://lnkd.in/gdagSuA8. The Playbook provides guidance on how to organize efficient IT and business collaboration and deliver game-changing results leveraging the potential of the no-code approach while staying compliant with governance requirements. Call me on +61 483 891 835 if you would like to talk about how you can best prepare for a CRM implementation: Creatio or otherwise. There are business processes that run into and through CRMs and you need to get them modelled properly if you want your CRM to really fly! #CRM #Creatio #NOCODE #BPMS #BPMN #processengine #PAAS #TheProcessExpert

Are your C-suite execs doing manual data entry? If so, you've got bigger problems than a messy CRM. It's a sign your processes need an overhaul. Maybe you need better training for your team. Or smarter automation. Or both. Start by fixing your systems. Don't misuse your top talent. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘀𝘁𝗼𝗽 𝘄𝗮𝘀𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗖-𝘀𝘂𝗶𝘁𝗲'𝘀 𝘁𝗶𝗺𝗲 𝗼𝗻 𝗺𝗮𝗻𝘂𝗮𝗹 𝘁𝗮𝘀𝗸𝘀? Let us optimize your systems and save $32,000 a year with smarter automation. 𝗖𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲: https://lnkd.in/gzBDvyM8 Thanks for reading. Enjoyed this post? Follow Jordan Nelson And share it with your network.

Managing contracts across a division can feel overwhelming—lost details, missed deadlines, and scattered information can create unnecessary stress and inefficiencies. To tackle these challenges, I’m working on a solution to centralize all our contracts using Monday.com. My goal is to create a CRM-like system where our team can: ✅ Easily access critical contract details. ✅ Track key dates to avoid missed renewals. ✅ Automate reminders for upcoming deadlines. To make this project successful, I’ve been exploring LinkedIn Learning and Monday.com tutorials to learn the best practices. These resources have been invaluable in helping me understand how to optimize workflows, leverage automation, and ensure I don’t miss anything important. If you’ve faced similar challenges or want to simplify contract management, I’d love to hear your insights or share ideas on what’s worked for you!" #ContractManagement #WorkflowOptimization #CRM #LinkedInLearning #OperationsManagement

Transform the way you manage your tasks with Skyward CRM!📅 With automated reminders and efficient task management tools, you can stay organized and on top of every project. streamline your workflow and keep your focus where it counts! Stay ahead, stay efficient! 📞 Contact: +91 97238 11771 🌐 Visit: skywardtechno.com 📧 Email: info@skywardtechno.com #skywardcrm #taskmanagement #productivitytools #stayorganized #workflowefficiency #projectmanagement #automatetasks #boostproductivity #crmsoftware #businesstools

Optimize your CRM implementation with advanced management software! From data analysis to system optimization, drive business success with comprehensive CRM management solutions. Let's connect to explore how CRM management software can streamline your operations. https://lnkd.in/du-pQEFC #CRMManagementSoftware #DataAnalysis #BusinessOptimization

Struggling to keep up with the ever-evolving demands of managing your ISO operations and sales processes? If you're feeling overwhelmed by disjointed systems, tedious manual processes, and costly inefficiencies, you're not alone. At AboveBoard CRM, we understand the complexities you deal with. That’s why we offer an all-in-one solution designed to streamline your operations and enhance your sales performance. With AboveBoard CRM, you can: ✅Centralizing your ISO integrations for seamless management ✅Automating application submissions and residual calculations ✅Streamlining merchant servicing with real-time data and e-signature capabilities ✅Enhancing financial planning with comprehensive reporting and export features Discover how AboveBoard CRM can transform your workflow and give you back valuable time. Start your free trial today and experience the future of management! 🌐 aboveboardcrm.com #ISOmanagement #salesautomation #residualsprocessing #AboveBoardCRM  #salesefficiency #datamanagement #businesssolutions 

"My Business Software Doesn't Give Me the Documents I Need... " Does This Sound Familiar? Start with a simple download, install, and transform your document management with Experlogix Document Automation!" Get your free Trial here: https://lnkd.in/gM5XywuX Whether you're in the public sector, energy & utility, manufacturing, or any other industry, creating and efficiently distributing documents is key. Experlogix Document Automation (formerly known as Xpertdoc) effortlessly integrates with Microsoft Dynamics 365 and Salesforce, addressing a wide range of document creation and management needs: - Marketing & Prospecting - Quotes & Proposals - Orders & Fulfilments - Customer Onboarding - Invoicing & Renewals - Service & Support - User Adoption & Engagement - Features & Upgrades - Loyalty & Retention - Customer Surveys - Etc. Don't let inadequate tools hinder your workflow. Embrace a solution designed for simplicity and efficiency, elevating your document processes. Short video: https://lnkd.in/gzPhDdcY Jump into streamlined document management with our FREE trial. Discover how Experlogix can transform your workflow

🚀 There's a NEW CRM/AMS in town, designed specifically to elevate your business! 🚀 Stop wasting valuable time and money trying to make tech fit your needs. Our solution is built to streamline, simplify, and deliver results so you can focus on growth—not on struggling with software. 👀 Why choose our CRM/AMS? ✔ Purpose-built for insurance and annuities professionals ✔ Intuitive design to cut down training time and boost productivity ✔ Powerful analytics and reporting tools at your fingertips ✔ Reliable support to keep you moving forward, not looking back Let’s unlock the potential of your business with technology that actually works for you. 📅 Schedule a Demo Today and discover the difference! info@pulsepointmanagement.com

I've seen it firsthand: The struggle of financial services companies to drive user adoption. But here's what most don't realize: - The potential of integrating their document management solution with their CRM - The significant impact it can have on user adoption - The efficiency it can bring to their teams And this lack of awareness is what's holding them back. You're not going to drive user adoption effectively if you don't understand the benefits of integration. I see 3 key benefits: 1. Streamlined workflows 2. Improved collaboration 3. Enhanced data security There are many ways to drive user adoption. But integrating your document management solution with your CRM is a strategy I've seen work time and time again. A strategy that has helped multiple financial services companies transform their operations, within just a few months of implementation. Don't just manage adoption, drive it.