Videos

Creatio Atlas 8.0: Section Wizard vs. Application Hub

April 26, 2022

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.

Watch Video

Creatio Atlas 8.0 Release Overview & Demo

April 26, 2022

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.

Watch Video

[FULL RECORDING] What Creatio Atlas 8.0 Reveals about the Future of Creatio

April 26, 2022

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.

Watch Video

Project Constellation: Sugar 12 License Conversions

March 30, 2022

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.

Watch Video

[CLIP] Sugar Sell & Serve Enhancements in SugarCRM 11.3

March 30, 2022

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.

Watch Video

[CLIP] Calendar Enhancements in Sugar 11.3

March 30, 2022

What new things can you do with the latest calendar updates in Sugar? This quick clip from our user group shows you.

Watch Video

[CLIP] Studio & Admin Enhancements in Sugar 11.3

March 30, 2022

What does 11.3 offer in the way of better Studio and administration features? This clip from our recent user group explains.

Watch Video

[CLIP] UI and UX enhancements in Sugar 11.3

March 30, 2022

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.

Watch Video

[FULL RECORDING] What's New & Upcoming in SugarCRM?

March 30, 2022

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.

Watch Video

[FULL RECORDING] Enabling Process Automation in Banking

March 22, 2022

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.

Watch Video

[CLIP] No Code Process Automation In Action

March 22, 2022

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.

Watch Video

[CLIP] Process Automation's Tie in with Banking Innovation

March 22, 2022

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.

Watch Video

[CLIP] Tech Trends Helping Banks Compete

March 22, 2022

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.

Watch Video

[CLIP] Biggest Forces at Play for Banking and Finserv

March 22, 2022

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.

Watch Video

TAI Helps ComplyNet Bolster CX with Sugar Serve

March 11, 2022

Watch this short video to learn how TAI helped our automotive compliance customer, ComplyNet, deliver stronger CX with Sugar Serve

Watch Video

Service Creatio Customer Portal - Clip

February 24, 2022

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!

Watch Video

Service Automation in Creatio [Online User Group]

February 24, 2022

Which service functions are available in Service Creatio to help you automate your processes and route customer cases? This user group explains.

Watch Video

HubSpot User Group Demo of Chatbot (video clip)

February 18, 2022

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.

Watch Video

HubSpot Chatbots User Group

February 18, 2022

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.

Watch Video

Technology Challenges of Independent Seed Growers & How CRM Can Help Overcome Them

January 3, 2022

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.

Watch Video