Creatio

Solution

Creatio

This award winning CRM system and no code application automation helps businesses manage processes across the entire customer journey on a single low code platform. We help businesses understand their CRM requirements and processes to effectively onboard Creatio, which includes a process for guaranteed user adoption.

Learn more about
Creatio
Service

Creatio Migration

TAI is a strategic migrator who can prepare your records, import your custom fields, and move the appropriate data into your Creatio instance.

Learn more about
Picture of computer.
Service

Creatio Integration

Simply put, Technology Advisors, Inc. (TAI) is an expert integrator. We’ve been helping customers connect solutions like Creatio for more than a decade. Whatever your integration requirements, TAI has the tools and skillsets to deliver results.

Learn more about
Creatio integration
Service

Creatio Enterprise Implementation

Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.

Learn more about
Creatio Enterprise Implementation
Service

Creatio Advanced Implementation

Technology Advisors’ Advanced implementation process enables your custom fields, kickstarts your integrations, and sets up all your core functions to ensure your success with Creatio and maximize your ROI sooner.

Learn more about
Creatio advanced implementation
Service

Creatio Basic Implementation

Creatio onboarding doesn’t have to be a painful process. Basic onboarding is a great fit for businesses that need simple implementations with professional results.

Learn more about
Creatio basic implementation
Service

Creatio Implementation

No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.

Learn more about
Creatio Onboarding
Service

Creatio Support

Your Creatio instance must be as dynamic and reliable as your skilled team. Creatio support with Technology Advisors is flexible to fit every size team, every budget, and every business.

Learn more about
crm support pages level 2
Service

Creatio Training

Ready to get started with Creatio? Technology Advisors offers comprehensive training opportunities for your entire staff.

Learn more about
Creatio Training
Blog

Improving Usability: Adding Field Hints in Creatio

February 17, 2020

Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.

Continue reading
Creatio Field Hints
Blog

The Rise of Low Code: 2020 and Beyond

December 2, 2019

Low code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.

Continue reading
Low code
Video

Clip: New Release Notes for Creatio Version 8.0.2

June 28, 2022

In this user group clip, our Business Analyst runs through the must-know updates in the Creatio 8.0.2 release.

Continue reading
Video

Setting up Forecasts in Creatio: Demo

June 28, 2022

In this demo from one of our user groups, our Business Analyst shows you how to set up forecasts in Creatio and the functions you can access to maximize their use.

Continue reading
Video

[FULL RECORDING] Forecasts in Creatio: Creatio Online User Group

June 28, 2022

Are you using Creatio forecasts to their maximum potential? In this user group, our Creatio experts highlight the use cases for forecasts and demonstrate how to set them in place.

Continue reading
Blog

Dealing with Deleted Data in a Creatio Integration

June 27, 2022

When syncing data between two applications, most integrations only sync new and updated data. But some applications allow the deleting of data, and you may wish to include data deletions in your integration by deleting the corresponding data from the other application as well. When data is deleted…

Continue reading
header image
Blog

Triggering a Creatio Business Process via Messaging to Refresh Key Data

June 22, 2022

Creatio has an awesome low code/no-code business process framework that makes data updates very easy to build. Business processes work in the background, which means that after all the data updates are done, it finishes its work and then notifies the UI so the UI can then decide to update itself…

Continue reading
header image
Blog

The Lowdown on Creatio’s Atlas 8.0 Application Hub & Freedom Designer

June 9, 2022

The latest Creatio release – Atlas 8.0 – revealed some exciting new features! The Application Hub and Freedom Page Designer have brought no code design to a whole new level. The latest Creatio release is putting new tools for customizing apps, pages, and sections directly in the hands of users so…

Continue reading
header image
Press Release

Technology Advisors Inc. Named 2X Customer Service Excellence Award Winner by Creatio

June 6, 2022

Technology Advisors Inc. Named 2X Customer Service Excellence Award Winner by Creatio

Continue reading
Blog

How to Build an Activity Validation Rule in Creatio Using an ESQ Query Involving a Parent Object

May 18, 2022

When building complex validations in Creatio, it can sometimes be better to optimize the validation rules using code. As an example, we recently needed a validation that would check for certain data conditions in a related object when an Activity was saved. Specifically, we needed the Activity…

Continue reading
header image
Blog

How To Centralize and Lower your Overall Codebase via Creatio Server Side Processing

May 2, 2022

A CRM system is an independent application and works like a central hub to combine data from different sources into one system. For this to happen effectively, there must be external data feeds and integrations that bring in data to your CRM, in addition to all the user input data.

Continue reading
header image
Video

Creatio Atlas 8.0: Section Wizard vs. Application Hub

April 26, 2022

With the addition of the Application Hub in Creatio's Atlas 8.0 release, many users have questions on the differences between this new tool and the section wizard. This clip from a recent user group provides a quick rundown.

Continue reading
Video

Creatio Atlas 8.0 Release Overview & Demo

April 26, 2022

Perhaps the most important feature included in Creatio's Atlas 8.0 release was the introduction of the Application Hub. The Freedom Page Designer saw some updates as well. In this clip, our Business Analyst runs through the updates and demos the Application Hub.

Continue reading
Video

[FULL RECORDING] What Creatio Atlas 8.0 Reveals about the Future of Creatio

April 26, 2022

Earlier in 2022, Creatio put out one of its biggest releases ever - Atlas 8. In this user group, our team explores the nature of those changes and what they mean in the long-term for the solution.

Continue reading
Blog

Tip: A Better Way to Export Creatio Data via the SQL Executor

March 30, 2022

If you are using the SQL Executor marketplace add-on for Creatio, you will likely have a need not to just run queries, but also to export data to your spreadsheets or other systems for analysis.

Continue reading
header image