Blog tagged as CRM

Duplicate CRM records aren't always a data-cleanup problem. Sometimes they're a workflow-design problem. See how a search-first experience can improve both usability and data quality.
Matt
07.10.26 06:11 PM - Comment(s)
INSIDE THE BUILD #1 - From Closed Won to Active Project: Removing the Handoff Gap in Construction
What happens after a construction bid is won? See how thoughtful workflow design can eliminate duplicate entry and create a cleaner handoff from sales to project execution.
Matt
23.09.26 06:22 PM - Comment(s)

In the world of Traditional and Generative AI, everything seems so straightforward at first glance. Plug in a tool, ask a question, and watch the magic happen. Right? But dig a little deeper, and you'll quickly realize that the technology itself isn't the biggest hurdle. The real challenge lies in r...

Matt
06.10.25 01:12 PM - Comment(s)
Discover why most SMBs waste 20+ hours a month on manual tasks and how MODO Ventures helps reclaim that time with automation and smart workflows.
Matt
02.09.25 07:40 PM - Comment(s)