Danine Midura
Recent Contributions
Using No Code to Support Banking Analytics + Demo
In this clip from our recent webinar, we explain how no code CRM, Creatio, enables a strong analytics strategy for banks. In addition, this clip shows a live demo of what some of those analytic strategies look like in action.
Continue readingTips for Banks Getting Started with No Code CRM Analytics
As banks prepare an analytics strategy, what are a few tips they should keep in mind? This clip from our webinar on No Code CRM analytics offers some insights.
Continue readingUsing No Code Analytics to Grow Your Bank [FULL RECORDING]
In this webinar, we explain why an analytics strategy is so important for today's banks, and how no code CRM drives analytics with predictive scoring, next best offer recommendations, and more!
Continue readingRoss Simmonds of Foundation Marketing
Steve and Sam interview Ross Simmonds, the leading authority on content distribution and using AI in marketing.
Listen Now4 Ways You Should be Using Your CRM to Support Social Commerce
Want to improve your social shopping automation? Your CRM is a great resource for centralizing data, automating workflows, analyzing trends, and managing rewards programs. Watch this short video to learn more.
Continue readingRework Office Furniture Reignites Sales with Help from TAI
Rework Office Furniture faced a challenge when their current consultant seemed out-of-sync with their vision. So, they reached out to Technology Advisors for help. Watch this video to hear firsthand how TAI helped Rework automate manual sales activities, generate more repeat business, and reveal…
Continue reading[Infographic] The Role of CRM in Wholesale Banking
Wholesale banking provides a suite of services to large entities across various segments. This requires highly effective and targeted relationship management. So, how does a CRM facilitate that? What actions is CRM enabling to help wholesale banking thrive? Let’s take a look.
Continue readingFostering Emotional Intelligence in Customer Relationship Management
Consumer ambitions, beliefs, and emotions signal their choices and reflect their brand loyalty; and if your business is not speaking to those experiences, you are not resonating. In this article, we delve into the vital role of emotional intelligence in fostering customer relationships and setting…
Continue readingBusiness Power Moves: Harnessing a Robust IT Infrastructure
A robust and well-designed IT infrastructure is essential to running a scalable and competitive business. In this post, we'll explore the advantages of a robust IT infrastructure, check out some real-world examples of successful IT infrastructures, and offer tips for making the most of your…
Continue readingIntroduction to AI
In this presentation from our live No Code Workshop, Sam explains the historical background of AI, the difference between AI types and applications, real-world use cases, ethical considerations, tie-ins with Creatio no code, and more.
Continue readingCreatio App Throwdown
This recording from our live No Code Workshop highlights a few of our team's favorite apps on the Creatio marketplace.
Continue readingCustomer Experience Strategies for Success
What is a customer experience (CX) strategy? What differentiates a CX strategy from a customer service strategy? Why is CX important and how can you go about creating your own CX strategy? This presentation from our live No Code Workshop explains!
Continue readingStaying Ahead of Digital Disruption in Finserv
During our live No Code Workshop, Creatio presented some key findings on where Finserv is struggling and where it's looking to go in the future. How do these needs align with the demand for automation? Check out this video to learn!
Continue readingHubSpot Introduces SMS Features to Elevate Marketing
HubSpot recently announced SMS marketing features built-in to its robust marketing platform. In this blog, we’ll lay out all the must-know information about HubSpot SMS and how it can elevate your marketing efforts.
Continue readingIntelligent CPQ with Mobileforce
In this recorded presentation from our live No Code Workshop, we learn how Mobileforce eliminates quoting errors and supercharges the sales quoting process with AI-power, right inside Creatio.
Continue readingNavigating Cybersecurity Insurance and Compliance
During our live No Code Workshop, NetWorks Consulting Resources cybersecurity expert Matt Kaseeska taught our audience what they should be thinking about and doing to ensure cybersecurity insurance and compliance. This is the recording of his presentation.
Continue readingIntelligent Integrations with Connect Creatio
During our No Code Workshop, we demonstrated how to use Connect Creatio - an iPaaS powered by StarfishETL - to create a cool integration with AI. Check it out!
Continue readingBest Practices for Working with Development, Testing, and Production Environments in Creatio
During our live No Code Workshop, our Creatio developers laid out the best practices and key considerations users must apply when working with development, testing, and production environments in Creatio. Check out this informative session!
Continue readingBuilding Blocks for Success: Selecting the Right Team for Your Software Implementation
A successful software implementation relies on the combined knowledge of your software consultant and your internal team. That's why it's so important to choose the right group of people to be part of your project. What skills and experience should these individuals have? How should you…
Continue readingHow to Choose the Perfect CRM Software in 3 Steps
The perfect CRM for you is out there, somewhere. The key to finding it depends on your team’s ability to laser focus on your goals and translate them into capabilities and features. For the average person, this can feel overwhelming, but you have a decided advantage: the insight of seasoned…
Continue readingEvents Hosted
All About HubSpot Forms
Join us for our next user group discussion where we’ll take a deep dive into forms in HubSpot. How do you create them? What are some best practices for collecting information? Can you A/B test the forms? Which form aspects might you want to A/B test? What are progressive forms and when should you use them? Tune into this free discussion to learn.
View EventGetting the Most Out of Your Creatio Marketplace Apps
Creatio’s application Marketplace is full of great apps and templates that can help you quickly accelerate the setup of your Creatio instance. This online user group will cover how to access and search within Marketplace, steps to install apps, and we'll discuss our favorite applications. Join our experts as they give the full Creatio Marketplace experience!
View EventAutomating Cross-Sell and CX for Banks and Credit Unions
Automation simplifies CX and pinpoints profiles for cross-sell, helping sales be more effective. But improving cross-sell and CX automation takes time and resources that many institutions just don't have.
Without it, Finservs innovate slower and risk lagging behind Fintech competitors. Is there a better way?
**Expected Takeaways:**
1. The state of Finserv & why cross-sell…
Forecasts in Creatio
Forecasts in Creatio help sales teams estimate future revenue and predict how much of their product or service will sell within certain time frames. But did you know forecasts in Creatio can also track progress against goals? Learn more about this dynamic and useful feature in our upcoming user group.
View EventThe 411 on HubSpot CMS Hub
HubSpot’s CMS Hub is a Cloud-based content management system that helps marketers and developers create SEO-centric, customer experience focused websites that convert. Get the 411 on this powerful tool and what it offers during our June user group.
View Event