That said, sometimes the problem isn’t that you’re not investing your money in a smart way, it’s that your business is losing money on extraneous expenses. These financial leaks can put a big dent in your budget over the course of a year, and might even prevent you from achieving your goals or... Continue Reading
Leveraging Machine Learning Using CRM Data
It comes as no surprise that CRM systems are fantastic platforms for organizing and storing customer information. But these days, they need to be so much more. Machine learning and AI applications are the new must-have CRM features. Many of the top CRM providers are offering these capabilities... Continue Reading
How to Use CRM Automation to Free up More Time
According to a recent study, 40% of people are working after 10 pm and 26% of work is completed outside of normal hours. Only a measly 2.8 hours per day is spent on productive tasks.
So, what are people doing with the... Continue Reading
Getting a Grip on Predictive Analytics
Predictive analytics have been around for a while, but the concept only gained significant traction in recent years. Several factors contribute to this. Economic conditions are tougher, and competition is more intense, so companies are scrambling to differentiate. Predictive analytics reveal... Continue Reading
SugarCRM Reports: Choosing the Right Type
In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs.
Using the SugarCRM Silent Upgrade Utility
The SugarCRM Silent Upgrade Utility is a life saver. Here at Technology Advisors, we've banned the use of the Upgrade Wizard. With the Upgrade Wizard, there are numerous things that can go wrong. Among those things are the upload file size, permissions and timeout settings for the server. If the... Continue Reading
How to Use the Creatio Gauge Widget to Track Progress Towards a Goal
You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.
Start by creating or editing the... Continue Reading
Can Citizen Developers Help IT?
There’s been a lot of buzz recently about low code, no code, and citizen developers. With all the pressures for faster development cycles, stronger tech support, and better business applications, it’s no wonder people are getting excited at the prospect of citizen developers.
How to Display Top N Rows in Creatio Using Detail Area
Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and bpm'online auto-magically generated the functionality for you behind the scenes. So easy!