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

small business marketing tips

Expert Marketing Tips for the Small Business Owner

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Expert Marketing Tips for the Small Business Owner

Guest Post by: Kevin Gardner
Marketing and managing customer relations as a small business may seem a daunting and expensive task. But it doesn’t have to be so. The following expert tips specifically for a small business owner offer proven strategies you can apply immediately to... Continue Reading

social media content

How to Use Visual Content on Social Media to Improve your Customer Service

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How to Use Visual Content on Social Media to Improve your Customer Service

Moreover, social networks with algorithmic feeds, such as Facebook and Twitter, have been prioritizing visual content over text-only content, which in turn earns image-based posts higher engagement. If you’re a customer-focused brand, it’s worth investing into a social media monitoring system... Continue Reading

crm for banking

Banking CRM: Use Cases, Challenges, and Benefits

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Banking CRM: Use Cases, Challenges, and Benefits

If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM... Continue Reading

Sugar Data Storage Limits

How to Check and Maintain Data Storage Capacity in Sugar

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How to Check and Maintain Data Storage Capacity in Sugar

Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees.

So, let’s... Continue Reading

using email to boost ROI

How to Use Your Email to Boost Your ROI

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How to Use Your Email to Boost Your ROI

Guest post by: Emily Woodman
When you make the choice to utilize email marketing campaigns to boost your ROI, the easiest method involves two simple steps:

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