Videos
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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[CLIP] Sugar Sell & Serve Enhancements in SugarCRM 11.3
Sugar's 11.3 release offered some sales-focused and service-focused enhancements in Sugar Sell and Sugar Serve. This clip from a recent user group highlights those changes.
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[CLIP] Calendar Enhancements in Sugar 11.3
What new things can you do with the latest calendar updates in Sugar? This quick clip from our user group shows you.
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[CLIP] Studio & Admin Enhancements in Sugar 11.3
What does 11.3 offer in the way of better Studio and administration features? This clip from our recent user group explains.
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[CLIP] UI and UX enhancements in Sugar 11.3
How does the 11.3 release of SugarCRM improve user experience and user interface? This clip from our recent user group explains and shows you the new features in action with a live demo.
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[FULL RECORDING] What's New & Upcoming in SugarCRM?
Sugar’s version 11.3 release offered some new features and capabilities around UX/UI, studio and administration enhancements, calendar enhancements, and more. Sugar 12 comes with some BIG changes to licensing and pricing. We discuss both in this user group.
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[FULL RECORDING] Enabling Process Automation in Banking
In this webinar we dive into the trends affecting banking tech and learn how banks are using process automation and no code to pivot with the evolving Finserv landscape.
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[CLIP] No Code Process Automation In Action
In this demo clip from our recent banking webinar, our expert highlights some common use cases for applying no code process automation at Finserv organizations.
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[CLIP] Process Automation's Tie in with Banking Innovation
During our webinar on process automation in banking, we addressed the core challenges of the industry and discussed the technologies banks and Finserv organizations were adopting to remain competitive. In this section, we tie those concepts with process automation to explain real-world applications where Finserv organizations are putting it into action.
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[CLIP] Tech Trends Helping Banks Compete
Which technologies are banks and Finserv organizations adopting to remain competitive in today's marketplace? This clip from our recent webinar highlights the top tech in play.
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[CLIP] Biggest Forces at Play for Banking and Finserv
In this clip from our webinar on enabling process automation in banking, we explain of the biggest factors (technical and non-technical ) affecting the Finserv industry right now.
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TAI Helps ComplyNet Bolster CX with Sugar Serve
Watch this short video to learn how TAI helped our automotive compliance customer, ComplyNet, deliver stronger CX with Sugar Serve
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Service Creatio Customer Portal - Clip
In this quick clip, our Creatio expert shows you how a customer portal in Service Creatio would look from a user's perspective, and from the agent's perspective. Check it out!
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Service Automation in Creatio [Online User Group]
Which service functions are available in Service Creatio to help you automate your processes and route customer cases? This user group explains.
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HubSpot User Group Demo of Chatbot (video clip)
In this clip from a recent HubSpot user group, our partner demonstrates how to build a simple chatbot workflow with if/then logic in the HubSpot platform.
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HubSpot Chatbots User Group
Chatbots are extremely useful to support omnichannel sales, marketing, and customer service. In this HubSpot user group, we'll explore how you can use your HubSpot chatbot for stellar customer experiences and streamlined business initiatives.
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Technology Challenges of Independent Seed Growers & How CRM Can Help Overcome Them
The agribusiness industry is one of the largest industries in the world. Independent seed growers must lean into technology to the hold their own against larger competitors. This video looks at four major challenges these independent vendors face and how CRM can change the dynamic.
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