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.

Infor CRM SLX

The Infor 9.0 Release: All You Need to Know

On December 8, 2022

Infor is releasing its much anticipated version 9.0 with some very exciting and useful changes. Join us for this informative webinar where Infor Principal Solution Consultant, Ed Heinsius, will take us through the biggest changes and highlights. Don't miss this important opportunity to uncover…

Past Events

Creatio

LUNCH & LEARN: Driving Business Automation with No Code

On November 10, 2022

Process automation is helping organizations fully align to changing customer demands. In November, Technology Advisors, Inc. will host a free Lunch & Learn to explain how no-code technology in…

HubSpot

All About HubSpot Forms

On August 25, 2022

Join us for our next user group discussion where we’ll take a deep dive into forms in HubSpot. How do you create them? What are some best practices for collecting information? Can you A/B test the…

Creatio

Getting the Most Out of Your Creatio Marketplace Apps

On August 24, 2022

Creatio’s application Marketplace is full of great apps and templates that can help you quickly accelerate the setup of your Creatio instance. This online user group will cover how to access and…

Banking, Creatio, Financial Services

Automating Cross-Sell and CX for Banks and Credit Unions

On August 11, 2022

Automation simplifies CX and pinpoints profiles for cross-sell, helping sales be more effective. But improving cross-sell and CX automation takes time and resources that many institutions just don…

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…