The Basics of Building Processes in Creatio

A major strength of Creatio is its ability to create a process-oriented approach for sales, services, and marketing. Building out processes in Creatio helps your teams create repeatable steps that improve efficiencies, streamline operations, and create visibility across departments.

During this online user group, our experts will lay out the basics of process building to help any user get up and running with this important feature.

Duration: 1 hour

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Presenters

Danine Midura

Marketing & Content Director

As Marketing & Content Director for Technology Advisors Inc., Danine spearheads TAI content creation, events, campaigns, SEO and website management, webinars, user groups, and social media efforts. Her goal is to support TAI's mission to listen, personalize, and stay with its customers by crafting honest, helpful, and insightful marketing content. Danine's interests include blockbuster disaster movies, tank tops in an array of colors, used book stores, Jurassic Park, and being surrounded by trees.

Megan Sheehan

Director of Project Management

Megan is a CRM expert who helps clients design and build their CRM systems, manages their implementation and enhancement projects, designs and builds data integrations, and trains their teams on how to properly implement. She’s been part of the Technology Advisors team since 2012 and has written three books on CRM. Megan also co-hosts online user groups for various products where she teaches attendees about the latest updates, features, and functions.