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.

Creatio

Creatio User Group: Update on 7.16 and Analytics in 7.16.1

On July 15, 2020

During this online user group discussion, we'll learn about the latest updates to Creatio's Reports and Analytics, including changes to the functionality and their data analytics tools roadmap.

If you're a professional working with Creatio data analytics tools, you won't want to miss this user group! We'll discuss the latest updates to the dashboards and tabular reports in Creatio and cover new features that will be added to Creatio’s analytics tools over the next 18 months.

SugarCRM

SugarCRM Online User Group: Product Roadmap

On July 22, 2020

What kinds of updates and new features can you expect in the coming releases of SugarCRM? Join us on July 22 for a sneak peek with special guest host, SugarCRM VP of Product Marketing, David Campbell!

Here are some of the highlights you can look forward to:

• Gain insight into Sugar’s product vision and how that is shaping the roadmap
• Review the major features in the latest Sugar release
• Provide an overview of coming features
• Understand how Sugar plans to prioritize feature requests and plan their releases

Don't miss this exclusive online discussion. Bring your questions!

Past Events

Creatio, Infor CloudSuite CRM

Product Battle: Creatio vs. Infor

On May 7, 2020

Do you want your organization to be more efficient and competitive especially during the times of market uncertainty? In this product battle, you’ll have a chance to go through every step of the lead & opportunity management process using two renowned products.

The uncovered findings can help the business convert your leads into cash more efficiently to accelerate growth in this challenging time.

Tune in for the live battle of Creatio and Infor features, vote for the preferred one, share your thoughts, weigh in on the views on the controversy and support the product of your choice!

SugarCRM

SugarIdentity and Single Sign On (SSO) Using Okta

On May 6, 2020

Now more than ever, online security and Cloud user management are a priority for businesses. During our next online user group, we'll discuss how SugarCRM's SugarIdentity and Okta's single sign on (SSO) can help Sugar customers keep their data safer, make life easier for administrators, and still allow developers to integrate other applications with ease. Join us to learn!

Marketing, Creatio

The Magic of Marketing Creatio

On April 30, 2020

We talk a lot about Sales Creatio, but what can Marketing Creatio do? How can it help teams with lead generation, marketing processes, and behavior tracking? What kinds of tools and features does it offer to empower a marketer? Join us for this online discussion on Marketing Creatio!

Creatio, HubSpot, StarfishETL

StarfishETL presents: Creatio & HubSpot Essentials

On March 31, 2020

StarfishETL is releasing the first in a series of pre-built integrations, StarfishETL Essentials, for Creatio & HubSpot. Essentials are pre-built integrations that can be deployed quickly, be customized to fit your exact needs and are free with the StarfishETL Professional Edition subscription.

Join us on March 31 to learn about the features, pricing, and benefits of this integration, as well as what to expect for upcoming Essentials releases.

SugarCRM

Sugar Discover - Online User Group

On March 18, 2020

Ready to take your sales & revenue analytics to the next level?

SugarCRM's new Sugar Discover tool gives you immediate insights into sales performance, automates analytics, provides context, and delivers deep insights for data-driven decision making.

Learn what makes this tool so powerful and get your lingering questions answered during this informative online user group session!