Videos

Creatio
,
Banking

Effective Customer Onboarding & Personalized Offers to Increase Wallet Share

August 24, 2023

In this segment from our webinar on supercharging Wallet Share, we highlight how banks and credit unions can utilize no-code to create effective customer onboarding and personalized offers that boost wallet share.

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Creatio
,
Banking

How to Supercharge Wallet Share with No-Code Technology

August 24, 2023

Check out this video to learn how banks and credit unions are applying No-Code technology to build on existing customer relationships and boost wallet share. Our expert uses real-user stories and live demos to showcase how these automations are put into action.

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Infor CRM SLX

Infor CRM Customer Workshop Recap

July 14, 2023

We had a blast learning about the latest Infor CRM innovations and sharing our best practices with customers at the Infor CRM Customer Workshop! Held at the lovely Park Ridge Country Club, this free event connected our customers to Infor executives, experts, and peers. Check out the recap!

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Project Management

Timelinx Project & Service Management Inside Infor CRM

June 7, 2023

Timelinx is a project and service management solution that lives inside Infor CRM to make it easy for teams to manage time and expenses, pay out expenses sooner, and pull better reporting metrics. This demo shows how it works inside Infor and its mobile application.

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CRM

What is a Reverse CRM Demo?

May 16, 2023

This quick explainer video answers what a reverse CRM demo is, when it's useful, and how to do it successfully.

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Financial Services
,
Banking
,
Creatio
,
CRM Adoption

How Finserv is Finding Success with CRM

March 23, 2023

In a recent interview, we asked three of our Finserv clients - Cornerstone Bank, Consumers Credit Union, and Ent Credit Union - about their recent CRM projects. How did they ensure successful outcomes? What did their training look like? How our they handling the management for the long-term? Watch this video to hear how they found success.

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Creatio
,
Software Selection
,
Financial Services
,
Banking

Why Banks & Credit Unions Choose Creatio

March 22, 2023

In a recent panel interview, we asked Consumers Credit Union, Ent Credit Union, and Cornerstone Bank about their experiences with no code CRM, Creatio. Why did they choose it? How did their teams adjust to using it? How long did it take to implement? Hear their stories in this short video clip.

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Financial Services
,
Banking
,
Creatio
,
CRM
,
CRM Adoption

How Banks & Credit Unions are Overcoming CRM Challenges

March 20, 2023

In this clip from our panel interview of banking and credit union customers, we asked Ent Credit Union, Cornerstone Bank, and Consumers Credit Union about the challenges they faced when adopting CRM. What were the internal blockades? What were the technical challenges? What advantages are they seeing now? How are they keeping their teams engaged with CRM? Watch this short video to hear their takes.

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No Code
,
Creatio

[FULL RECORDING] Conversations on Finserv Innovation

March 16, 2023

In this discussion panel, we interview three of our Finserv clients - Cornerstone Bank, Consumers Credit Union, and Ent Credit Union - about their CRM journeys with no code CRM, Creatio. Why did they implement CRM? How did they decide what they needed it to do? What were their challenges and positive outcomes? Hear their stories in their own words.

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Creatio
,
No Code
,
CRM
,
Banking

How to Get Started with No Code CRM

February 17, 2023

This clip from our recent webinar briefly highlights the two main components of getting started with a no code CRM: planning how you're going to use a system, choosing the right one for your goals, and implementing in phases based on business priorities.

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Creatio
,
No Code
,
Banking
,
Financial Services

The Challenges of Disconnected Banking & How CRM Solves for It

February 17, 2023

In this clip from our webinar, Megan explains how the absence of a single source of truth in banking can create major challenges, and why low code/no code CRM software is a solution.

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Creatio
,
Banking
,
Financial Services

The Software Landscape Reality for Banks & Credit Unions

February 17, 2023

In this clip from our webinar, Megan highlights what the software landscape looks like for most of today's banks and credit unions and explains why that's a problem.

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No Code
,
Banking
,
Financial Services
,
Creatio

One Software to Rule Them All

February 16, 2023

Traditional automation used to require a big IT team and a complicated software overhaul. Today, best-in-class no code solutions are putting automation and app building in the hands of everyday users. This 30 minute webinar explains why this is happening and how banks and credit unions are benefitting.

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Infor CRM SLX

Infor 9.0: All You Need to Know

December 9, 2022

In this informative 45 minute webinar, Ed Heinsius of Infor joins us to offer a detailed look at Infor's 9.0 CRM release. Watch now to learn about the most important highlights and features.

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Business Intelligence

Sapiens.BI Full Overview

October 24, 2022

Do you feel that functionality is a bit limited when creating certain reports, charts and dashboards? Do you need more power building your own reports without writing a code? Would you need to visualize data from custom modules, audit log, create your own calculation either for dashboard or nicely formatted summaries combined in PDF/ Excel? - all of that is available with Sapiens.BI. Sapiens.BI offers an enhanced reporting and business analytics tool. It is fully integrated in Sugar, showing live data and it is quick and easy to set up.

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CRM
,
Best Practices

CRM Risk Analysis & Management

October 6, 2022

Every software project has risks, but performing risk analysis for your CRM project helps identify threats that could prevent you from successfully reaching your objectives. In this video, we’ll explain the types of risk analysis, how to avoid risk, and the most common risk management strategies.

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HubSpot

All About HubSpot Forms [FULL RECORDING]

August 25, 2022

What are HubSpot forms? Why are they useful? How do people use them? What types are there? What best practices should you think about when working with forms? What do forms in HubSpot look like and how can you configure them? We give you the scoop during this user group.

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Creatio

[CLIP] Some of our Favorite Creatio Marketplace Apps

August 24, 2022

In this user group clip, we highlight some of our favorite and most-used Creatio Marketplace applications.

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Creatio

[CLIP] How to Install a Creatio Marketplace App

August 24, 2022

In this clip from our user group, we explain how to install an app from the Creatio Marketplace.

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Creatio

Getting the Most out of your Creatio Marketplace Apps [FULL RECORDING]

August 24, 2022

In this user group, we explain what the Creatio Marketplace is, how to access it, the types of solutions it offers, and best practices for downloading and installing those solutions. Our team highlights some of their favorite and most-used apps and concludes with a review of the latest product release. Check it out!

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