Contact Us

RESOURCES

Get to know everything about the technological happenings of the CRM world through our eyes.​

Advisory Excellence | Innovation in Action

ALL RESOURCES

ARTICLES

CASE STUDIES

EBOOKS

PRESS RELEASES

TESTIMONIALS

WEBINARS
  • Articles

20 Years of CRM Implementation: Lessons from a Founder

December 22, 2025

After 20 years leading CRM implementations, one lesson stands above the rest: technology evolves quickly, but success depends
Learn more
  • Articles

AI Won’t Take Your Job… But It Will Gladly Take Your Busywork

December 22, 2025

AI isn’t here to replace your people—it’s here to remove the busywork holding them back. Learn how AI-powered
Learn more
  • Articles

What a CRM Won’t Do (And Why That’s a Good Thing)

December 22, 2025

CRM projects rarely fail because of the platform. They fail because foundational questions about strategy, alignment, processes, and
Learn more
  • Articles

The Real Reason CRM Projects Fail? You Didn’t Ask This First.

December 22, 2025

CRM projects rarely fail because of the platform. They fail because foundational questions about strategy, alignment, processes, and
Learn more
  • Events

Bank Leaders’ Executive Dinner: Strategy, Insights & Connections

December 4, 2025

Banking Executive Dinner: The AOBA Connect Ocean Prime, PhoenixFebruary 1, 2026 6:30 PM – 9:30 PM Reserve Your

Learn more
  • Articles

Your CRM Might Be Your Biggest Competitor

November 26, 2025

A research study from the University of Johannesburg, CRM Systems and their Impact on SMEs Performance: A Systematic

Learn more
  • Articles

DIY CRM? Why Most Transformations Fail Before They Begin

November 26, 2025

For many financial institutions, a CRM feels like the next logical step in digital transformation. The board

Learn more
  • Articles

Why 80% of CRM Value Lives Outside the CRM

November 26, 2025

Most institutions don’t fail at CRM implementation because of the technology. They fail because they never looked

Learn more
  • Articles

Keep a Close Eye on Your Leads with a CRM​

July 25, 2025

In this increasingly competitive economic environment, your daily priority is to generate enough leads and to convert them
Learn more
  • Ebooks

Creatio’s No-Code Playbook

July 25, 2025

The Playbook is a vendor-agnostic guide that empowers teams to deliver business applications of any complexity with No-Code.
Learn more
  • Case Studies

Aligning and optimizing international collaborations, from agreements to travels

July 25, 2025

Read about advanced automation solutions to pain points in higher education related to delegations, agreements with institutions, and
Learn more
  • Testimonials

Balancing Growth with Outstanding Customer Service using Manufacturing CRM

July 24, 2025

How manufacturing CRM enhanced Com-Pleat Filter’s customer experience and scalability ​
Learn more
Popular Tags
.
.
.
.
Our Authors