Videos
Automating Cross-Sell and CX for Banks & Credit Unions [FULL RECORDING]
In this educational webinar, we discuss the current challenges facing Finserv institutions, the roadblocks to digital transformation, why automated cross-sell is so important in this moment, and how banks and credit unions are applying it without a heavy reliance on technical resources or IT teams.
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Configuration vs. Customization: Understanding the Differences
Watch this short video to learn what differentiates software configuration from software customization.
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Technology Advisors, Inc. Success Story: Kenan Advantage Group
Kenan Advantage Group (KAG) connects the front and back office to streamline operations with the help of Technology Advisors, Inc.
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Pharma Industry Tech Trends
Take a look at these eight Pharma trends impacting the industry today and in the future.
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Clip: New Release Notes for Creatio Version 8.0.2
In this user group clip, our Business Analyst runs through the must-know updates in the Creatio 8.0.2 release.
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Setting up Forecasts in Creatio: Demo
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.
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[FULL RECORDING] Forecasts in Creatio: Creatio Online User Group
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.
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What is a CRM Roadmap?
In this video, you'll learn the important steps of a CRM roadmap and how it’s crucial for successful CRM implementation.
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[CLIP] HubSpot CMS Hub Demo
Curious about what HubSpot's CMS Hub looks like and what it can do? Check out this quick demo for an inside peek.
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[CLIP] HubSpot CMS Hub Feature Highlights
What kinds of features does HubSpot's CMS Hub offer? This user group clip highlights some of the most important aspects of this website building and content management tool.
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[FULL RECORDING] The 411 on HubSpot CMS Hub
CMS Hub is HubSpot's dynamic website building and management tool. This user group discussion highlights some of its more important features and demos its usability and metrics.
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[CLIP] Integration Enhancements in SugarCRM Version 12
Learn about the new integration enhancements within SugarCRM Version 12 updates.
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[CLIP] Sugar Sell & Serve Enhancements in SugarCRM Version 12
Learn about Sugar Sell and Sugar Serve enhancements within the SugarCRM Version 12 updates.
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[CLIP] UI/UX and Administrative Enhancements in Sugar Version 12
Learn about UI/UX and Administrative Enhancements in SugarCRM Version 12 via this clip.
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[FULL RECORDING] SugarCRM User Group Version 12 Updates
Learn about the newest additions to Sugar’s version 12 release! What changed between version 11.3 and this version? What do the version 12 changes mean for on-premises users? Watch now to learn more!
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What's New in HubSpot Service Hub?
HubSpot recently revamped their Service Hub to offer some cool new features. In this quick overview, our team explains what you can do with this dynamic CX tool.
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Creatio Atlas 8.0: Section Wizard vs. Application Hub
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.
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Creatio Atlas 8.0 Release Overview & Demo
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.
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[FULL RECORDING] What Creatio Atlas 8.0 Reveals about the Future of Creatio
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.
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Project Constellation: Sugar 12 License Conversions
SugarCRM introduced Project Constellation in March of 2022 to convert SugarCloud Professional and Enterprise customers to Sell Advanced and trade on-premises Professional licenses for Enterprise. Our customer success manager explains what this means and how it will affect both cloud and on-premises users.
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