How to Standardize Phone Number Formats in Creatio Freedom UI with a Low Code Process
To simplify working with phone numbers, we want to keep a very simple number-only format. We can do this with a low code processes in Creatio FreedomUI.
Setting Up Custom Date Formats on a Printable Report in Creatio
In addition to dashboards and charts, Creatio also has options for creating and printing out documents or reports. This blog explains how to customize the date formats for these reports.
Continue readingReformatting Integrated Values in Creatio for Better Reporting
When designing data structures for CRM, we work hard to create data formats that are usable and flexible enough for the needs of all users. However, when a CRM is integrated, there can be data formatting conflicts.
Continue reading5 Mistakes That Could Sabotage Your CRM Implementation
We want everyone to have a positive experience with CRM, because we’ve seen how a strategic implementation can propel good companies to greatness. Here are the five most common CRM implementation mistakes we see and how to avoid them.
How Modern CRM Fills Logistics Gaps for CPG Manufacturers
Consumer Packaged Goods (CPG) manufacturers face numerous logistics challenges, from managing complex supply chains to ensuring on-time delivery to retail partners. These challenges can cause inefficiencies and increased costs, but a Customer Relationship Management (CRM) system can mitigate those…
Continue readingConquering Risk with a Phased CRM Implementation
As a CRM and digital transformation consultancy, we guide our clients on industry best practices for CRM implementation. Whether you’ve implemented CRM before or are just getting started, the advice for a successful project remains the same: Be strategic. Detail your requirements. Phase your…
Continue readingHow CRM Solutions Can Maximize Profits in the CPG Sector
The massive consumer packaged goods (CPG) industry is made up of everything from cereal to toothpaste to cleaning supplies. Getting ahead of the competition and keeping a positive reputation requires attention to quality control and stellar customer service. If you’ve struggled to maximize profits…
Continue readingAI Cybersecurity and Fraud Mitigation for Financial Services
From fraud detection to personalized investment advice, AI promises to revolutionize how banks operate and serve customers. However, a recent report by the U.S. Department of the Treasury raises concerns about the potential cybersecurity and fraud risks associated with this technology. This blog…
Continue readingUsing Creatio Freedom UI to Create a Global Filter for Lists
The Creatio Freedom UI makes it easy to display lists of associated data using a List element that can be configured to show any data that is linkable to the record being viewed. It may make sense to have a built-in filter that always pulls data past a certain cutoff date. We don’t want to show all…
Continue readingEnsuring Data Privacy and GDPR Compliance in Customer Relationship Management
Data breaches and other types of privacy complaints can damage your reputation and sour customer relationships. Part of your responsibility in having a customer relationship management (CRM) system involves ensuring compliance while still improving communication with your audience.
Continue readingHow to Use IP Address Filtering to Secure a Custom Creatio API
The standard built-in Creatio API is easy enough to use to perform CRUD (Create, Read, Update, Delete) operations. However, in more complex scenarios, there may be a need to build complex logic inside a Creatio API so the external integration software can make its request without having to do all…
Continue readingHow Much Does a CRM Cost?
The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…
Continue readingUsing No-Code to Boost Analytics and Build Profits in P&C Insurance
The questions we need to ask are: What channels are insurers using to get their products to market? What role is analytics playing within these channels? How can insurers improve their analytics using a no-code tech stack?
Adding Validation Rules on the Creatio Mobile Platform
In some situations, you may want specific business logic implemented on the Creatio mobile app. Validation rules enforce that logic.
Continue readingHow Consumers Credit Union Boosted Member Satisfaction with Creatio CRM
TAI integrated CCU’s core system, their consumer LOS, credit platform, and other systems with their new CRM, Creatio. Consumers Credit Union continues to grow into their CRM processes. Their members are seeing better service, and their employees are solving member problems with less frustration.…
Continue readingOpportunities for AI & Machine Learning in Property & Casualty Insurance
These technologies are not just enhancing operational efficiency but are fundamentally altering the way insurers assess risk, process claims, and engage with customers. Here are just a few of the use cases where AI and ML are creating opportunities in the P&C insurance sector.
Are There Alternatives to Using Consumer Credit Scores for Insurance Underwriting and Rating?
So, what steps can insurance companies take to find a replacement for customer credit score before more insurance regulators decide this information is no longer permitted for use in underwriting or rating?
Continue readingWildfire Risk Assessment: A Data-Driven Approach for Insurance Actuaries
In the realm of the insurance industry, actuaries play a pivotal role in maintaining financial stability. The architects behind setting premiums, managing reserves, assessing risks, and crafting underwriting rules rely on accurate data analysis to inform their decisions. Let’s explore the use of…
Continue readingHarnessing Insurance Analytics to Navigate Market Turbulence
How can insurance companies successfully retain existing business and acquire new customers in this climate? This blog explores how insurance analytics in CRM are helping carriers adapt and thrive under these conditions.
Continue readingTop Email Marketing Trends to Watch in 2024
In 2024, new capabilities are changing how marketers use email, and shifts to privacy and security features are forcing them to reevaluate how they measure success. These are the email marketing trends to watch in 2024.
Creating Fraud Alerts in the Creatio Banking Application
When working with the Creatio Banking application, it is important to track fraud related conditions connected to customer financial accounts. When a customer calls or walks in, we’ll need to pull up the customer record and have any important alerts show up indicating a problem.
Continue readingHow to Fix “CurrentTimeAndDate” Inaccuracies in Your Creatio Business Process
While building a Creatio business process, it’s quite common to use the system’s current date to denote the moment a record update is being made. We just need to use the current date system variable and Creatio will automatically assign the current date/time when the process runs.
However,…
Streamlining Complex Date-Based Calculations in Creatio Processes
Hopefully these examples provide a good basis to perform any date-based calculations that you need in Creatio. Feel free to reuse these to reduce your codebase as much as possible.
Continue readingConfiguring Different Page Layouts in Creatio
Creatio’s Freedom UI editor allows system administrators to configure different pages based on a specific field value. This post will teach you how to configure different page layouts in Creatio.
How to Automatically Assign Record Types in Creatio
Although Creatio’s processes can be used for some complex use cases, we can also create many simple processes to help eliminate manual work for users. One common process we’ve seen requested is to automatically assign record [type] by default when creating a new record in Creatio.