ERP, CRM, Software Selection

Why it’s a Bad Idea to Use the CRM Embedded in Your ERP

ERP (Enterprise Resource Planning) is a software system that helps businesses manage their core operations, such as accounting, inventory, and manufacturing. Many ERP solutions come with an embedded CRM “light” solution. This is appealing to finance and operation people but presents a lot of…

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CRM embedded in your ERP is a bad idea
CRM, Software Selection, Tips and Tricks

What are the Pros and Cons of Custom CRM vs Packaged CRM?

When it comes to CRM software, there are two choices: custom or packaged. Custom CRM is bespoke—it’s built specifically for one customer. Packaged CRM is designed to fit the most common use cases across all customers. Each have their own advantages and disadvantages. Here are some of the biggest…

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custom crm vs. packaged crm
Software Selection, CRM, Training, CRM Adoption

From Selection to Success: How to Achieve High CRM User Adoption

A CRM is worthless if no one uses it. Businesses that are successful focus on CRM user adoption during CRM selection and post-acquisition. Here are some tips on how to do that.

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CRM user adoption success
CRM, Software Selection

Beyond Purchase Price: Understanding the True Cost of CRM

When evaluating the cost of CRM, it is important to consider all of these factors. The initial purchase price is just one part of the total cost of ownership. By understanding the true cost of CRM, you can make an informed decision about whether or not the system is right for your business.

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cost of CRM
CRM, Software Selection

Top SMB CRM Selection Considerations

Whether it’s a mom-and-pop shop or a multimillion-dollar corporation, no business wants to lose money on ill-fitting software. Small and medium-sized businesses are especially vulnerable to the negative impacts. SMBs are working with fixed budgets, fluctuating business needs, and limited resources…

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CRM selection for SMB

6 Tech Trends Shaping the Insurance Industry in 2023

In 2022, the insurance industry saw a boom in predictive analytics, blockchain data, and chatbots, among other technologies. Economic uncertainty in 2023 has solidified some 2022 tech trends, but also originated new ones to meet the moment. Here are the top 6 tech trends shaping the insurance industry in 2023.

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No Code, Creatio, Banking, Financial Services

Consolidating Banking Processes with No Code Workflows

Switching between applications and digging for information is no longer sustainable for banks in the era of digital disruption. Both employees and customers demand appropriate tools and personalized options, and they’re frustrated with the limited offerings from financial institutions.…

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consolidate banking processes
Creatio, How To, Business Process Management

How to Integrate Built-in System Processes into a Custom Creatio Business Process

When building processes in Creatio, we may need to integrate the necessary data logic with other available built-in system processes. Normally an admin might need to go to the system administration area, find the necessary system feature, and run it to achieve the desired result. Behind the scenes…

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Creatio, How To, Email Marketing

Build Powerful Content: Use Creatio's Email Templates

Creatio's email templates can be used to build content for your targeted recipient lists. Use Creatio’s Content Designer to build these emails and reuse the templates whenever.

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Creatio email templates
Creatio, How To

Creatio's Process Designer: Defined

Creatio's Process Designer allows users to design, create, and edit business processes for both simple and complex use cases. Building these automations helps businesses improve operational efficiency, streamline compliance objectives, cut down on manual errors, and provide a consistent…

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Creatio process designer
Manufacturing CRM, Sales Force Automation

Eliminating Repetitive Tasks in Manufacturing

Studies reveal that more than 40% of workers across various industries spend at least a quarter of their workweek on manual, repetitive tasks. In the manufacturing sector, such mundane activities usually include collecting data and manually entering data. Many people view these tasks as an…

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Low Code, Creatio

Gartner Predicts a Boom in Low Code Development: What That Means for Your Business

Where is low code being applied? Why is this boom happening? How will this transition impact the competitive landscape? Understanding the influence of low code can help B2B and B2C be proactive about shifts to their business model, so let’s look at what the boom in low code development may mean for…

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low code technology

WordPress vs Drupal vs HubSpot CMS: Which is the Best for Your Website Needs?

Choosing the right content management system (CMS) is crucial for building a successful website. With so many options available, it can be difficult to know where to start. Three of the most popular CMS platforms are WordPress, Drupal, and HubSpot CMS. In this article, we'll take a closer look…

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website design
Creatio, How To

How to Summarize Data in Creatio Charts by Calendar Quarter

Creatio has some great reporting capabilities that allow for list, chart and various pipeline reporting formats. When building a chart to display totals based on an opportunity, currently there are options to summarize data by Year, Month, Week, Day, Hour, and a few combinations of these options…

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summarize data by date
Pharma, Technology, Medical Manufacturing

How AR Technology is Revolutionizing Healthcare

In recent years, advancements in 3D printing mean that patients can get organs without relying on a donor, telehealth solutions put rural patients in touch with providers, and AI makes it easier for doctors and nurses to categorize and organize data. Currently, we’re experiencing a boom in…

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AR tech

Banks Are Launching Digital Products on Their Own: Here’s How

While being purposeful about product development is commendable, it’s not sustainable at a time when fintech and other non-traditional Finservs are already so far ahead. The good news is, banks are aware of this problem. The bad news? Many aren’t sure what they should do about it. One model that’s proven successful has been for banks to build digital products themselves. So, how are some of the biggest names in banking accomplishing this, and why are they doing it this way?

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Technology’s Role in Fraud Awareness and Prevention

Because technology is such an important part of our society, it’s essential to know how to use it for more than just texting and social media. Let’s look at a few of the common types of scams and how to identify them, as well as some technologies that help protect people and businesses against…

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How To, Creatio

How to do ESQ Subquery Filtering in Creatio Based on a Child Object

Sometimes however there is a need to build a complex filter in Creatio that is effectively a subquery that depends on other related object information. In this case the specification of the filter object is a little more involved and needs to be configured correctly so that data from the related…

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filtering data
Integration, CRM

Why Integrating Your CRM is Crucial for Competitive Advantage

Integrating CRM uses the innate benefits of your software investments to create one cohesive, scalable, cost-saving powerhouse.

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Competitive Advantage
Project Management, Best Practices

CRM Risk Analysis & Management

When you perform risk analysis for your CRM project, you are identifying potential threats that prevent you from successfully reaching your objectives. Risks are simply things that COULD happen, not things that necessarily WILL happen, but without a plan for the “what ifs”, those minor risks could…

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risk management

Creating Effective Conversion Copywriting for the Web

Conversion copywriting taps into psychology and storytelling to get potential buyers to take an action. In today’s ecommerce environment, much of that copywriting is done online. Let’s take a deeper look at conversion copywriting. Specifically, the process, where it fits in the marketing strategy, and some important tactics for putting it into practice.

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Marketing, Tips and Tricks

4 Super Quick Ways to Reduce Blog Bounce Rates Today

To make the biggest dent in bounce rates, marketers must take steps in two areas: (1) optimize content and (2) work with IT on the user experience. Improving page load speed, making sure the mobile website is optimized, and streamlining design and navigation are all examples of improving the user…

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reducing blog bounce rate
Project Management

What is Software Project Management and do I Need it?

Clients sometimes ask us why a project manager is necessary and what project management involves. Today, let’s explore some of those frequently asked questions so you can make an educated decision about how to approach your next software project.

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project management
Software Selection

Choosing New Software? Prioritize Processes Over Products for Best Results

Many products will have similar feature sets, and as you start to look through them, it’s easy to get sucked down a rabbit hole of indecision. Going into that project with a full understanding of how those features relate to your processes helps you pick the solution that best fits your goals.

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business processes

The Pandemic Accelerated SMB Digital Transformation: What’s Next?

The digital transformation thrust upon them during the pandemic worked out positively for SMBs. Salesforce’s report found that 71% of them survived the pandemic because of it. That accelerated technology investment will continue in most areas for these small and medium sized businesses. They’re…

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SMB digital transformation