Beyond Purchase Price: Understanding the True Cost of CRM
When evaluating the cost of CRM, it is important to consider all of these factors. The initial purchase price is just one part of the total cost of ownership. By understanding the true cost of CRM, you can make an informed decision about whether or not the system is right for your business.
Continue readingTop SMB CRM Selection Considerations
Whether it’s a mom-and-pop shop or a multimillion-dollar corporation, no business wants to lose money on ill-fitting software. Small and medium-sized businesses are especially vulnerable to the negative impacts. SMBs are working with fixed budgets, fluctuating business needs, and limited resources…
Continue reading6 Tech Trends Shaping the Insurance Industry in 2023
In 2022, the insurance industry saw a boom in predictive analytics, blockchain data, and chatbots, among other technologies. Economic uncertainty in 2023 has solidified some 2022 tech trends, but also originated new ones to meet the moment. Here are the top 6 tech trends shaping the insurance industry in 2023.
Consolidating Banking Processes with No Code Workflows
Switching between applications and digging for information is no longer sustainable for banks in the era of digital disruption. Both employees and customers demand appropriate tools and personalized options, and they’re frustrated with the limited offerings from financial institutions.…
Continue readingHow to Integrate Built-in System Processes into a Custom Creatio Business Process
When building processes in Creatio, we may need to integrate the necessary data logic with other available built-in system processes. Normally an admin might need to go to the system administration area, find the necessary system feature, and run it to achieve the desired result. Behind the scenes…
Continue readingBuild Powerful Content: Use Creatio's Email Templates
Creatio's email templates can be used to build content for your targeted recipient lists. Use Creatio’s Content Designer to build these emails and reuse the templates whenever.
Continue readingCreatio's Process Designer: Defined
Creatio's Process Designer allows users to design, create, and edit business processes for both simple and complex use cases. Building these automations helps businesses improve operational efficiency, streamline compliance objectives, cut down on manual errors, and provide a consistent…
Continue readingEliminating Repetitive Tasks in Manufacturing
Studies reveal that more than 40% of workers across various industries spend at least a quarter of their workweek on manual, repetitive tasks. In the manufacturing sector, such mundane activities usually include collecting data and manually entering data. Many people view these tasks as an…
Continue readingGartner 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…
Continue readingWordPress vs Drupal vs HubSpot CMS: Which is the Best for Your Website Needs?
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…
Continue readingHow to Summarize Data in Creatio Charts by Calendar Quarter
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…
Continue readingHow AR Technology is Revolutionizing Healthcare
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…
Continue readingBanks 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?
Technology’s Role in Fraud Awareness and Prevention
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…
Continue readingHow to do ESQ Subquery Filtering in Creatio Based on a Child Object
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…
Continue readingWhy Integrating Your CRM is Crucial for Competitive Advantage
Integrating CRM uses the innate benefits of your software investments to create one cohesive, scalable, cost-saving powerhouse.
Continue readingCRM Risk Analysis & Management
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…
Continue readingCreating 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.
4 Super Quick Ways to Reduce Blog Bounce Rates Today
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…
Continue readingWhat is Software Project Management and do I Need it?
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.
Choosing New Software? Prioritize Processes Over Products for Best Results
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.
Continue readingThe Pandemic Accelerated SMB Digital Transformation: What’s Next?
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…
Continue readingBurnout Is Prevalent in IT: Here’s How Employers Can Curb It
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…
Continue readingWhy You Need to Start Automating Cross-Sell
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.
Continue readingRepurposing Works: Ideas to Repurpose Content Like a Champ
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…
Continue readingPagination
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