Creatio

Solution

Creatio

This award winning CRM system and no code application automation helps businesses manage processes across the entire customer journey on a single low code platform. We help businesses understand their CRM requirements and processes to effectively onboard Creatio, which includes a process for guaranteed user adoption.

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Creatio
Service

Creatio Migration

TAI is a strategic migrator who can prepare your records, import your custom fields, and move the appropriate data into your Creatio instance.

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Service

Creatio Integration

Simply put, Technology Advisors, Inc. (TAI) is an expert integrator. We’ve been helping customers connect solutions like Creatio for more than a decade. Whatever your integration requirements, TAI has the tools and skillsets to deliver results.

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Creatio integration
Service

Creatio Enterprise Implementation

Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.

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Creatio Enterprise Implementation
Service

Creatio Advanced Implementation

Technology Advisors’ Advanced implementation process enables your custom fields, kickstarts your integrations, and sets up all your core functions to ensure your success with Creatio and maximize your ROI sooner.

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Creatio advanced implementation
Service

Creatio Basic Implementation

Creatio onboarding doesn’t have to be a painful process. Basic onboarding is a great fit for businesses that need simple implementations with professional results.

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Creatio basic implementation
Service

Creatio Implementation

No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.

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Creatio Onboarding
Service

Creatio Support

Your Creatio instance must be as dynamic and reliable as your skilled team. Creatio support with Technology Advisors is flexible to fit every size team, every budget, and every business.

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Service

Creatio Training

Ready to get started with Creatio? Technology Advisors offers comprehensive training opportunities for your entire staff.

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Creatio Training
Upcoming Event

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 search within Marketplace, steps to install apps, and we'll discuss our favorite applications. Join…

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Upcoming Event

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't have.

Without it, Finservs innovate slower and risk lagging behind Fintech…

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Blog

Improving Usability: Adding Field Hints in Creatio

February 17, 2020

Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.

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Creatio Field Hints
Blog

The Rise of Low Code: 2020 and Beyond

December 2, 2019

Low code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.

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Low code
Blog

How to Install Applications from the Creatio Marketplace

July 18, 2022

Creatio’s application Marketplace is full of great apps and templates that can help you quickly accelerate the setup of your Creatio instance. Most of the time, you can install applications directly into your Creatio site in just a few clicks! In this post, I’ll explain how to do that.

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Blog

Using Creatio's Dynamic Case Management for Better Oversight

July 14, 2022

Creatio’s Dynamic Case Management is a wonderful tool for automating and streamlining internal processes. Managers can make particular use of this feature to optimize oversight and ensure crucial processes are being followed. In this blog, we’ll explain what Dynamic Case Management is, what it isn’…

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Video

Clip: New Release Notes for Creatio Version 8.0.2

June 28, 2022

In this user group clip, our Business Analyst runs through the must-know updates in the Creatio 8.0.2 release.

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Video

Setting up Forecasts in Creatio: Demo

June 28, 2022

In this demo from one of our user groups, our Business Analyst shows you how to set up forecasts in Creatio and the functions you can access to maximize their use.

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Video

[FULL RECORDING] Forecasts in Creatio: Creatio Online User Group

June 28, 2022

Are you using Creatio forecasts to their maximum potential? In this user group, our Creatio experts highlight the use cases for forecasts and demonstrate how to set them in place.

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Blog

Dealing with Deleted Data in a Creatio Integration

June 27, 2022

When syncing data between two applications, most integrations only sync new and updated data. But some applications allow the deleting of data, and you may wish to include data deletions in your integration by deleting the corresponding data from the other application as well. When data is deleted…

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Blog

Triggering a Creatio Business Process via Messaging to Refresh Key Data

June 22, 2022

Creatio has an awesome low code/no-code business process framework that makes data updates very easy to build. Business processes work in the background, which means that after all the data updates are done, it finishes its work and then notifies the UI so the UI can then decide to update itself…

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Blog

The Lowdown on Creatio’s Atlas 8.0 Application Hub & Freedom Designer

June 9, 2022

The latest Creatio release – Atlas 8.0 – revealed some exciting new features! The Application Hub and Freedom Page Designer have brought no code design to a whole new level. The latest Creatio release is putting new tools for customizing apps, pages, and sections directly in the hands of users so…

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Press Release

Technology Advisors Inc. Named 3X Customer Service Excellence Award Winner by Creatio

June 6, 2022

Technology Advisors Inc. Named 3X Customer Service Excellence Award Winner by Creatio

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Blog

How to Build an Activity Validation Rule in Creatio Using an ESQ Query Involving a Parent Object

May 18, 2022

When building complex validations in Creatio, it can sometimes be better to optimize the validation rules using code. As an example, we recently needed a validation that would check for certain data conditions in a related object when an Activity was saved. Specifically, we needed the Activity…

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Blog

How To Centralize and Lower your Overall Codebase via Creatio Server Side Processing

May 2, 2022

A CRM system is an independent application and works like a central hub to combine data from different sources into one system. For this to happen effectively, there must be external data feeds and integrations that bring in data to your CRM, in addition to all the user input data.

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Video

Creatio Atlas 8.0: Section Wizard vs. Application Hub

April 26, 2022

With the addition of the Application Hub in Creatio's Atlas 8.0 release, many users have questions on the differences between this new tool and the section wizard. This clip from a recent user group provides a quick rundown.

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Video

Creatio Atlas 8.0 Release Overview & Demo

April 26, 2022

Perhaps the most important feature included in Creatio's Atlas 8.0 release was the introduction of the Application Hub. The Freedom Page Designer saw some updates as well. In this clip, our Business Analyst runs through the updates and demos the Application Hub.

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