Events

Upcoming Events

Throughout the year, Technology Advisors hosts events such as webinars, CRM training, workshops, and user groups. View recordings from past events and discover what's coming up on this page.

Banking

Using Digital Tech to Cross-Sell Customers

On August 11, 2022

Are your customers receiving the right offers at the right time?

To effectively cross-sell, modern banks, credit unions, and other financial institutions trust accurate insights to inform their targeting. Machine learning and intelligent workflows are just two digital tools that…

Past Events

Creatio

Forecasts in Creatio

On June 28, 2022

Forecasts in Creatio help sales teams estimate future revenue and predict how much of their product or service will sell within certain time frames. But did you know forecasts in Creatio can also…

HubSpot

The 411 on HubSpot CMS Hub

On June 23, 2022

HubSpot’s CMS Hub is a Cloud-based content management system that helps marketers and developers create SEO-centric, customer experience focused websites that convert. Get the 411 on this powerful…

SugarCRM

Sugar Version 12 Updates

On May 12, 2022

Join us in May as we go over the newest additions to Sugar’s version 12 release! What changed between version 11.3 and this version? What do the version 12 changes mean for on-premises users? Tune in…

HubSpot

The Scoop on HubSpot Service Hub

On April 28, 2022

HubSpot recently re-launched its Service Hub to give users an all-in-one platform for delighting customers and building stronger, more authentic relationships. In this user group, we’ll take a look…

Creatio

What Creatio Atlas 8.0 Reveals About the Future of Creatio

On April 26, 2022

In February, Creatio unveiled major platform updates with its Freedom Release of Atlas 8, which included a consolidation of all application design tools, the new Freedom UI designer framework with a…