Dana Abusalem
Recent Contributions
Configuring Different Page Layouts in Creatio
Creatio’s Freedom UI editor allows system administrators to configure different pages based on a specific field value. This post will teach you how to configure different page layouts in Creatio.
How to Automatically Assign Record Types in Creatio
Although Creatio’s processes can be used for some complex use cases, we can also create many simple processes to help eliminate manual work for users. One common process we’ve seen requested is to automatically assign record [type] by default when creating a new record in Creatio.
Two Use Cases for Lists in Creatio’s Freedom UI
Here are two use cases of when a list can be used in Creatio’s Freedom UI, and how to add it to your page.
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The 411 on Creatio's User Management and Permissions
Creatio's user management and security permissions are used to configure exactly what each user can see within their system. Let's take a closer look at the levels of user management and permissions we can utilize in Creatio.
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Build 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.
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Creatio'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…
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HubSpot Service Hub 101: What You Need to Know
HubSpot’s platform has everything your company needs to manage customer interactions, all in one place. Today, we’ll take a look at Service Hub specifically. What types of features can you expect? How do the pricing tiers differ? What can HubSpot do for your services team?
Using Creatio's Dynamic Case Management for Better Oversight
Creatio’s Dynamic Case Management is a wonderful tool for automating and streamlining internal processes. Managers can make particular use of this feature to optimize oversight and ensure crucial processes are being followed. In this blog, we’ll explain what Dynamic Case Management is, what it isn’…
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Supercharging SugarCRM Part 3: SugarPredict
In part three of our series on enhancing SugarCRM using add-ons, we’re discussing how using SugarPredict offers deeper insight on the data you are currently storing within your CRM. This add-on helps sales and marketing teams define their goals and create more accurate predictions about leads and…
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Supercharging SugarCRM Part 2: Sugar Hint
In part two of our three-part series on SugarCRM add-ons, we’re highlighting Sugar’s intelligent data enrichment tool, Sugar Hint. Sugar Hint uses artificial intelligent to provide insight on your accounts, contacts, or leads by pulling external information from social media, company details,…
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Supercharging SugarCRM Part 1: The Customer Journey Add-On
Within this series, users will gain insight on three different add-ons they can add to their Sugar CRM platform. These add-ons not only help you boost your overall CRM ROI, but they can also help you identify areas where you can improve your customer engagement and make more efficient and effective…
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Analytics 101: Sugar Market
This blog post will discuss the importance of Sugar Market's analytics tool and its functions to analyze your overall marketing performance.
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Expand your Social Media Platforms with Sugar Market & Oktopost
As a marketer, posting creative content is one thing but being able to maintain your platforms is just as crucial. That’s where Oktopost comes in. Let’s dive into this Sugar Market add-on and what makes it so powerful.
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Creating a Lead Scoring Model Using HubSpot Score
An overview of Hubspot Score, a lead scoring model that organizations can create to better understand their leads and contacts.
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HubSpot’s Mobile App: Tools Needed for your Outside Sales Reps
Your outside sales team needs a way to properly connect to the CRM system on the go. With HubSpot’s mobile CRM app, your sales reps can access their accounts and never a miss out on new leads or prospects. Users can have the same experience using the mobile app as they do through a Web browser,…
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Tips for Building Your First Creatio Marketing Campaign
This blog post gives users a glimpse into the powerful tools found within Creatio's Marketing Campaigns.
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Enhance your Sales Performance with Sugar Sell
Using Sugar Sell, your sales team can better understand prospects, while still automating their sales process along the way. Here are some tools within Sugar Sell that can benefit your sales team.
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Boost Your Marketing Efforts with Sugar Market
With a tool like Sugar Market powering your initiatives, you have some awesome resources at your fingertips. Here are a few valuable features of Sugar Market that can help enhance your marketing efforts.
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5 Exciting Features of Sugar Market: A Lead to Marketing Success
With Sugar Market, users have the ability to streamline their campaigns, analyze their prospects and qualifying contacts, and analyze engagements all underneath one platform. Here are the top 5 features within Sugar Market that can help lead you to marketing success.
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Use Cases for Creatio's Business Process Tools
Within this blog, you begin to learn the value behind Creatio's business process tools. Within Creatio's business process tools, users have the ability to understand how to automate more simple or complex processes within their organization.
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