Videos
4 Tips for Ethical Data Mining
Watch this video to uncover four key principles for ethical data mining. Learn tips to ensure transparency, consent, and privacy in your data projects.
Use Cases for Integrating CRM with Core Banking
In this clip from our webinar on Harnessing CRM-Core integration, we explain the main use cases for integrating these systems and highlight a real-world case study from one of our customers. Watch this short clip to learn more!
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Harnessing CRM-Core Integration to Optimize Efficiency [FULL RECORDING]
Banks and credit unions rely on their core for essential banking functions, but to enable personalized banking experiences and gain a unified view of customer interactions, institutions must integrate their core with their CRM. This webinar explains the key preparations necessary for banks and credit unions to have successful CRM and Core integration projects.
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Consumers Credit Union Boosts Member Satisfaction with Creatio CRM
OVERVIEW
Consumers Credit Union is a fast growing credit union based north of Chicago, IL with over 200,000 members, 450 employees, and $3 billion in assets.
Before Creatio, Consumers Credit Union didn’t have a CRM. Their members were frustrated by long wait times, and their staff was frustrated by having to jump between systems to learn basic member information. All of this was hurting their KPIs.
Q: WHAT ARE SOME OF YOUR PROJECT OUTCOMES?
A: One of the biggest ones: We were using some "not great" systems to pass work along, and we were using our core system as our CRM. Both of those things were negatives and made work more difficult. When we implemented Creatio…it transformed us a bit…and allowed us to rethink the way we want to serve our members and collaborate to solve member problems as they come up.
"One of the biggest things we have now is the ability to solve member problems more quickly."
Q: WHAT ARE SOME TANGIBLE BENEFITS YOU’RE SEEING?
A: We’re avoiding member issues falling through the cracks. In the past, we would pass member problems along to other departments via Teams Messages and other systems, none of which are trackable or reportable. Now we have all that work being moved through Creatio and can see very specifically is there a department that’s struggling or if there's an issue members are having that is more frequent than others.
Q: WOULD YOU RECOMMEND CREATIO?
A: Being able to have that member 360 view all in one place was crucial. When we developed business solutions [with Creatio], we were able to develop business solutions that felt right for us, as compared to other platforms we looked at. They may have been quality products, but we would have lost some of what made CCU us, because we would have been forced to…accommodate the other platforms’ processes.
Q: HOW DID TAI HELP YOU?
A: TAI became an extension of our team. They learned how we operated as a business and came to understand, really well, some of the challenges we were facing and some of the disjointedness…they really provided us with best practices that helped drive the way we were going to implement and really build Creatio. From pure project management and development resources…they really just did a fantastic job bringing in the resources we didn’t have internally. ”
"Because we have several of our other systems integrated into Creatio, we can see all of that in one spot as members are calling."
TAI integrated CCU’s core system, their consumer LOS, credit platform, and other systems with their new CRM, Creatio. Consumers Credit Union continues to grow into their CRM processes. Their members are seeing better service, and their employees are solving member problems with less frustration. CCU plans to continue their relationship with Technology Advisors, Inc. and Creatio.
How CRM Can Help with Quality Control in Manufacturing
Quality control is essential for manufacturing productivity and growth. This video explores five key ways CRM enhances the management of quality data. Check out this one minute video to learn how integrating a CRM can lead to smarter, more efficient manufacturing processes.
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Top Email Marketing Trends to Watch in 2024
In 2024, new capabilities are changing how marketers use email, and shifts to privacy and security features are forcing them to reevaluate how they measure success. These are the email marketing trends to watch in 2024.
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Important Considerations for CRM Demos, Vendor Selection, and Partners
Once you have a comprehensive understanding of your CRM requirements, you can narrow your CRM vendors and partners and schedule your product demos. This clip from our webinar on CRM selection steps explains what to look for in a vendor and implementation partner, and how to keep your vendor aligned to YOUR needs during a demo. Watch the clip to learn!
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Defining User Stories and CRM Features & Doing ROI Analysis
One of the most crucial aspects of CRM selection is defining your desired features and trying to understand how the CRM will benefit your organization. User stories inform features and features tied to problems help you define your ROI. This clip dives deeper.
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Selecting Your CRM Buying Team & Creating SMART Goals
In this clip from our CRM selection webinar, we explain how to choose the right internal team members for your CRM selection project and how that group should start defining SMART goals around the CRM. Check it out!
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Critical CRM Selection Steps for Financial Institutions [FULL RECORDING]
How do you rank CRM features? Can you calculate the ROI of a CRM? How do you narrow your potential vendors and get the best CRM demos?
We answer these questions and more in this webinar on strategic CRM selection for financial institutions.
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.
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Tips 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.
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Using 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!
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4 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.
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Rework 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 deeper pipeline analytics through strategic software consulting.
Introduction 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.
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Creatio App Throwdown
This recording from our live No Code Workshop highlights a few of our team's favorite apps on the Creatio marketplace.
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Customer 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!
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Staying 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!
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Intelligent 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.
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