Gartner Predicts a Boom in Low Code Development: What That Means for Your Business

Where is low code being applied? Why is this boom happening? How will this transition impact the competitive landscape? Understanding the influence of low code can help B2B and B2C be proactive about shifts to their business model, so let’s look at what the boom in low code development may mean for your business.

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WordPress vs Drupal vs HubSpot CMS: Which is the Best for Your Website Needs?

March 6, 2023

Choosing the right content management system (CMS) is crucial for building a successful website. With so many options available, it can be difficult to know where to start. Three of the most popular CMS platforms are WordPress, Drupal, and HubSpot CMS. In this article, we'll take a closer look…

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HubSpot CMS comparison
Creatio, How To

How to Summarize Data in Creatio Charts by Calendar Quarter

February 28, 2023

Creatio has some great reporting capabilities that allow for list, chart and various pipeline reporting formats. When building a chart to display totals based on an opportunity, currently there are options to summarize data by Year, Month, Week, Day, Hour, and a few combinations of these options…

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calendar quarter
Pharma, Technology, Medical Manufacturing

How AR Technology is Revolutionizing Healthcare

February 27, 2023

In recent years, advancements in 3D printing mean that patients can get organs without relying on a donor, telehealth solutions put rural patients in touch with providers, and AI makes it easier for doctors and nurses to categorize and organize data. Currently, we’re experiencing a boom in…

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AR tech

Banks Are Launching Digital Products on Their Own: Here’s How

While being purposeful about product development is commendable, it’s not sustainable at a time when fintech and other non-traditional Finservs are already so far ahead. The good news is, banks are aware of this problem. The bad news? Many aren’t sure what they should do about it. One model that’s proven successful has been for banks to build digital products themselves. So, how are some of the biggest names in banking accomplishing this, and why are they doing it this way?

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Technology’s Role in Fraud Awareness and Prevention

February 13, 2023

Because technology is such an important part of our society, it’s essential to know how to use it for more than just texting and social media. Let’s look at a few of the common types of scams and how to identify them, as well as some technologies that help protect people and businesses against…

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fraud protection
How To, Creatio

How to do ESQ Subquery Filtering in Creatio Based on a Child Object

February 6, 2023

Sometimes however there is a need to build a complex filter in Creatio that is effectively a subquery that depends on other related object information. In this case the specification of the filter object is a little more involved and needs to be configured correctly so that data from the related…

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Creatio subquery filtering
Project Management, Best Practices

CRM Risk Analysis & Management

February 2, 2023

When you perform risk analysis for your CRM project, you are identifying potential threats that prevent you from successfully reaching your objectives. Risks are simply things that COULD happen, not things that necessarily WILL happen, but without a plan for the “what ifs”, those minor risks could…

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risk management

Creating Effective Conversion Copywriting for the Web

Conversion copywriting taps into psychology and storytelling to get potential buyers to take an action. In today’s ecommerce environment, much of that copywriting is done online. Let’s take a deeper look at conversion copywriting. Specifically, the process, where it fits in the marketing strategy, and some important tactics for putting it into practice.

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Marketing, Tips and Tricks

4 Super Quick Ways to Reduce Blog Bounce Rates Today

January 24, 2023

To make the biggest dent in bounce rates, marketers must take steps in two areas: (1) optimize content and (2) work with IT on the user experience. Improving page load speed, making sure the mobile website is optimized, and streamlining design and navigation are all examples of improving the user…

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reducing blog bounce rates
Project Management

What is Software Project Management and do I Need it?

January 17, 2023

Clients sometimes ask us why a project manager is necessary and what project management involves. Today, let’s explore some of those frequently asked questions so you can make an educated decision about how to approach your next software project.

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software project management
Software Selection

Choosing New Software? Prioritize Processes Over Products for Best Results

January 9, 2023

Many products will have similar feature sets, and as you start to look through them, it’s easy to get sucked down a rabbit hole of indecision. Going into that project with a full understanding of how those features relate to your processes helps you pick the solution that best fits your goals.

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processes over products

The Pandemic Accelerated SMB Digital Transformation: What’s Next?

December 27, 2022

The digital transformation thrust upon them during the pandemic worked out positively for SMBs. Salesforce’s report found that 71% of them survived the pandemic because of it. That accelerated technology investment will continue in most areas for these small and medium sized businesses. They’re…

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SMB digital transformation
Technology, Tips and Tricks

Burnout Is Prevalent in IT: Here’s How Employers Can Curb It

December 19, 2022

There’s a lot to love about a career in tech. However, there’s a flip side. It’s rigorous, relentless work. The hours are grueling. The demands are seemingly ceaseless. It’s perhaps little wonder, then, that the industry is facing an impending crisis of employee burnout and attrition. This article…

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employee burnout in tech
Sales, Sales Force Automation, Low Code

Why You Need to Start Automating Cross-Sell

December 14, 2022

Automated cross-sell is more enticing to sales reps because it makes those opportunities easier to close. Instead of blanketing every sale with the same cross-sell options, automation uses AI and machine learning to offer smart, individualized recommendations backed by data.

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Repurposing Works: Ideas to Repurpose Content Like a Champ

December 7, 2022

Marketers rank video as one of the most effective methods for repurposing content. That makes sense given that humans process visuals 60,000x faster than text. Visual mediums are an easily digestible way to capture attention. However, video isn’t the only type of visual medium, and it’s not the…

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repurposing content

4 Ways to use Hospitality CRM to Beat out Airbnb

Airbnb is pulling in massive quantities of data through booking, search inquiries, and reviews. To beat them out, hospitality groups will need a fierce data strategy of their own. Here are four ways hospitality can use CRM to beat out Airbnb.

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Agribusiness CRM, Technology

How Smart Tech Has Transformed the Future of Agriculture

December 1, 2022

In this article, we’ll explore some of the ways that smart tech has, and will continue to, transform the future of agriculture. From the Internet of Things (IoT) and advancing software to smarter modes of transportation and data collection, new technology is helping farmers and other agribusinesses…

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agriculture agribusiness
Marketing, Email Marketing

5 Smart Tips to Improve Your Email Open Rates & Engagement

November 29, 2022

We’re all swimming in a sea of email overload. Because of this, we’ve learned to filter. I, for example, like to go through all my emails and immediately delete ones I don’t care about, then go back in and read the ones that are more important to me. But how does a person perceive the value of an…

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email open rates and engagement
Marketing, Tips and Tricks

4 Takeaways to Remember for Your Website Redesign

November 17, 2022

In the past two years, we redesigned two websites. Both projects took us down a long road of unexpected mishaps and setbacks, but at the end of the day we learned invaluable lessons we can apply to every other website redesign in the future. Today, I want to share some of that wisdom with you. So,…

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website redesign
Professional Services, Low Code

How Automation is Helping Professional Services Save Time & Money

November 8, 2022

Automation in helping professional services teams save time and money, and inevitably work smarter. How a professional services company approaches automation depends on its goals, budgets, and other internal factors. Let's look at the ways professional services automation can save time &…

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professional services automation

Using No Code to Improve Finserv Cross-Sell

Banks, credit unions, and traditional financial institutions are desperate to maintain revenue, and everybody knows it’s more cost-effective to sell to an existing customer than acquire a new one. So, how can they do it?
Advances in no code technology may be the perfect shortcut. As it stands, the Finserv industry is having a tough time acquiring the tech talent they need for major digital transformation.

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Creatio, How To

How to Add a Primary Contact Module to a Custom Account Page in Creatio

October 19, 2022

Usually, the Creatio account page has the necessary layout to cover most of the information that should be recorded at the account level for different types of accounts. In some situations however, it might be necessary to create separate account pages based on a condition like the account type.

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Creatio Primary Contact Module
Security, Data Management

Identifying Data Priorities in Your Cybersecurity Strategy

October 12, 2022

If you have a small or medium-sized company, then you may not have the resources to match the Fortune 500 companies, so you will have to prioritize. Today, we will talk about the type of information that you need to protect and the methods to do so.

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cybersecurity strategy
Creatio, How To

How to Create In-App Notifications in Creatio

October 4, 2022

Creatio uses the Notification center to alert users to key reminders: scheduled activities, feed messages, approvals, and more. Did you know that you can push custom alerts to the Notification center for any necessary information or reminders? This encourages users to be logged in and monitoring…

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Creatio In-App Notification