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eBooks & Whitepapers

Solutions, Best Practices and More

W-Systems eBooks and Whitepapers are a resource to learn more about best practices and actionable tips in the Customer Relationship Management (CRM) and Marketing Automation space.

Your Sales Lead Process is Half-Baked. Learn a Better Way

The pitfalls of having a ‘Half-Baked’ process, and the steps necessary to achieve a ‘Fully-Baked’ one.

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The Dynamic Duo: CRM + Marketing Automation Working Together

A discussion on the importance of integrating your CRM and marketing automation platforms, in an effort to maximize revenue.

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Best Practices for CRM User Adoption

Our white paper provides 10 things to consider when implementing a new CRM system to avoid project failure and increase user adoption.

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Best Practices in CRM Data Migration

Best Practices in CRM Data Migration outlines a proven framework, along with many CRM data migration tips that both CRM customers and migration developers may find useful.

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10 Things You Can Do to Ensure Your SugarCRM Success

Find out what are the ten best practices that will help you roll out a successful CRM system.

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50 Things Your CRM Should Tell You About Your Customer

These 50 points of information are intended as food for thought as you develop a CRM information model.

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