machine learning and CRM
machine learning and CRM

Leveraging Machine Learning Using CRM Data

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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

crm automation

How to Use CRM Automation to Free up More Time

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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

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Getting a Grip on Predictive Analytics

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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

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SugarCRM Reports: Choosing the Right Type

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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. 

sugar silent upgrade

Using the SugarCRM Silent Upgrade Utility

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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

bpm'online gauge

How to Use the Creatio Gauge Widget to Track Progress Towards a Goal

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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

no code low code citizen developers

Can Citizen Developers Help IT?

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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.

top N rows

How to Display Top N Rows in Creatio Using Detail Area

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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!

beating the summer slump

11 Ways Your Small Business Can Avoid The Summer Slump

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11 Ways Your Small Business Can Avoid The Summer Slump

Guest Post by: Meredith Wood
The summer slump is currently affecting offices across the country -- and it’s likely happening in your office, too.

This phenomenon impacts 53% of US office workers, who report feeling distracted during summer months. This distraction comes... Continue Reading

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