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
Technology, Tips and Tricks

Burnout Is Prevalent in IT: Here’s How Employers Can Curb It

There’s a lot to love about a career in tech. However, there’s a flip side. It’s rigorous, relentless work. The hours are grueling. The demands are seemingly ceaseless. It’s perhaps little wonder, then, that the industry is facing an impending crisis of employee burnout and attrition. This article…

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tech worker burn out
Sales, Sales Force Automation, Low Code

Why You Need to Start Automating Cross-Sell

Automated cross-sell is more enticing to sales reps because it makes those opportunities easier to close. Instead of blanketing every sale with the same cross-sell options, automation uses AI and machine learning to offer smart, individualized recommendations backed by data.

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cross sell

Repurposing Works: Ideas to Repurpose Content Like a Champ

Marketers rank video as one of the most effective methods for repurposing content. That makes sense given that humans process visuals 60,000x faster than text. Visual mediums are an easily digestible way to capture attention. However, video isn’t the only type of visual medium, and it’s not the…

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repurposing content

4 Ways to use Hospitality CRM to Beat out Airbnb

Airbnb is pulling in massive quantities of data through booking, search inquiries, and reviews. To beat them out, hospitality groups will need a fierce data strategy of their own. Here are four ways hospitality can use CRM to beat out Airbnb.

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Agribusiness CRM, Technology

How Smart Tech Has Transformed the Future of Agriculture

In this article, we’ll explore some of the ways that smart tech has, and will continue to, transform the future of agriculture. From the Internet of Things (IoT) and advancing software to smarter modes of transportation and data collection, new technology is helping farmers and other agribusinesses…

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agribusiness tech
Marketing, Email Marketing

5 Smart Tips to Improve Your Email Open Rates & Engagement

We’re all swimming in a sea of email overload. Because of this, we’ve learned to filter. I, for example, like to go through all my emails and immediately delete ones I don’t care about, then go back in and read the ones that are more important to me. But how does a person perceive the value of an…

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email open rates
Marketing, Tips and Tricks

4 Takeaways to Remember for Your Website Redesign

In the past two years, we redesigned two websites. Both projects took us down a long road of unexpected mishaps and setbacks, but at the end of the day we learned invaluable lessons we can apply to every other website redesign in the future. Today, I want to share some of that wisdom with you. So,…

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website redesign
Professional Services, Low Code

How Automation is Helping Professional Services Save Time & Money

Automation in helping professional services teams save time and money, and inevitably work smarter. How a professional services company approaches automation depends on its goals, budgets, and other internal factors. Let's look at the ways professional services automation can save time &…

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professional services automation

Using No Code to Improve Finserv Cross-Sell

Banks, credit unions, and traditional financial institutions are desperate to maintain revenue, and everybody knows it’s more cost-effective to sell to an existing customer than acquire a new one. So, how can they do it?
Advances in no code technology may be the perfect shortcut. As it stands, the Finserv industry is having a tough time acquiring the tech talent they need for major digital transformation.

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Creatio, How To

How to Add a Primary Contact Module to a Custom Account Page in Creatio

Usually, the Creatio account page has the necessary layout to cover most of the information that should be recorded at the account level for different types of accounts. In some situations however, it might be necessary to create separate account pages based on a condition like the account type.

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Creatio Primary Contact Module
Security, Data Management

Identifying Data Priorities in Your Cybersecurity Strategy

If you have a small or medium-sized company, then you may not have the resources to match the Fortune 500 companies, so you will have to prioritize. Today, we will talk about the type of information that you need to protect and the methods to do so.

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cybersecurity planning
Creatio, How To

How to Create In-App Notifications in Creatio

Creatio uses the Notification center to alert users to key reminders: scheduled activities, feed messages, approvals, and more. Did you know that you can push custom alerts to the Notification center for any necessary information or reminders? This encourages users to be logged in and monitoring…

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Creatio In-App Notification
SugarCRM, How To

Investigating SugarCRM's "Action Required: Your SugarCloud Managed Storage" Email

SugarCRM recently started enforcing SugarCloud managed storage limits. When you get the "Action Required: Your SugarCloud Managed Storage" email from SugarCRM, you can choose to decrease your usage or purchase more storage space.

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SugarCloud managed storage
Creatio, How To

How to Enable Creatio IP Address Restrictions

Most businesses allow their users to access their Creatio site from anywhere, but some organizations need a more secure site that can only be accessed from their office (or via VPN) by some or all of their users. In this scenario, you can use the Creatio IP Address Restriction features to limit…

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IP address restriction

What is Sugar Identity for SugarCRM?

Sugar Identity for SugarCRM is a new cloud-based identity solution for all SugarCloud customers. The solution is based on industry standards that support single sign-on for the Sugar application. It’s managed via the SugarCloud settings console where you can create and manage user records and…

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sugar identity for SugarCRM
Medical Manufacturing, Technology

What Is FemTech? Breaking Into a Growing Industry

If you’ve spent any time at all around the tech industry in recent years, there’s a good chance that you’ve heard the recent buzz around FemTech. Despite the fact that the popularity of the FemTech sector has skyrocketed in the past few years, though, you might still be a bit unclear as to what the…

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Identifying and Capitalizing on the Right Business Trends

Trends’ presentation at the Inbound conference highlighted the concept of business trendspotting. How do you find the real business trends versus fads, and then how do you capitalize on them? Let’s touch on the biggest takeaways of that presentation and what they can teach us about identifying and capitalizing on the right business trends.

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