Creatio

Solution

Creatio

This award winning CRM system 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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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 online training courses for your entire staff.

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Upcoming Event

Creatio User Group: Update on 7.16 and Analytics in 7.16.1

On

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.

Register Online
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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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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Video

VIDEO TESTIMONIAL: Hershey’s Ice Cream empowers sales with low-code CRM

June 17, 2020

Learn how we helped our customer, Hershey's Ice Cream, improve sales and operations with Creatio CRM.

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Video

Product Battle: Creatio vs Infor

June 10, 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…

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Video

The Power of Marketing Creatio

May 1, 2020

In this online user group discussion, our Creatio expert provides an inside look at the capabilities of Creatio's Marketing solution.

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Podcast

Meteorologist Backdroppings

April 30, 2020

Musings about online meeting technologies and how they’re being used. How CRM vendors are helping out with discounts and free components.

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Blog

How to Remove the Feed Tab in Creatio

March 31, 2020

In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.

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Video

The Basics of Building Processes in Creatio

March 19, 2020

A major strength of Creatio is its process-oriented approach that creates repeatable steps that improve efficiencies, streamline operations, and foster visibility across departments. During this online user group, our experts lay out the basics of process building to help any user get up and…

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Video

Using Creatio Section Wizard to Create Fields and Configure Layouts

January 17, 2020

During this online user group, our experts show you how to use Creatio's Section Wizard to create new sections and modify existing sections in your instance

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Podcast

Power Shutoffs & Parasites

November 25, 2019

Reasons for our absence—long vacations, Public Service Power Shutoffs and parasites. bpm’online becomes Creatio. More Salesforce acquisition rumors. Dreamforce ’19 report. Video outreach. Observations on Gartner Magic Quadrants. CRM industry maturity and commoditization. Accelerated release cycles…

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Press Release

Leading Low-Code, Process Automation and CRM Company Renames from bpm’online to Creatio

November 7, 2019

Bpm'online, a leading low-code, process automation and CRM company, announced that it is changing its corporate and product names to Creatio and its official website to creatio.com. The new name reflects the company’s strong belief that everyone will become a developer, able to automate…

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Video

Working with Duplicate Rules in Creatio

November 7, 2019

In this online user group discussion, our experts show us how to find and merge duplicates in Creatio.

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Blog

How to Use the Creatio Gauge Widget to Track Progress Towards a Goal

September 30, 2019

You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.

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Video

Using Business Rules with Fields in Creatio (formerly bpm'online)

September 19, 2019

In this online user group, our Creatio experts show you how to configure business rules for fields, how to require those fields, hide unwanted fields, etc.

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Blog

Can Citizen Developers Help IT?

August 28, 2019

There’s been a lot of buzz recently about low code, no code, and citizen developers. With all the pressures for faster development cycles, stronger tech support, and better business applications, it’s no wonder people are getting excited at the prospect of citizen developers.

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