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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Creatio
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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crm support pages level 2
Service

Creatio Training

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

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Creatio Training
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
Video

Creatio vs. SugarCRM: Mobile

March 4, 2021

In this segment of our comparison, we look at Creatio and SugarCRM's mobile applications.

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Video

Creatio vs. SugarCRM: Workflows

March 4, 2021

In this clip, we view the differences between how Creatio and SugarCRM display and handle Workflows.

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Video

Creatio vs. SugarCRM: Filtering & List Views

March 4, 2021

During this portion of our comparison webinar, Megan and Justin compare SugarCRM and Creatio's Filtering and List Views.

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Video

Creatio vs. SugarCRM: Opportunities

March 4, 2021

In this clip from our comparison webinar, Justin and Megan highlight the differences between Creatio and SugarCRM's Opportunities.

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Video

Creatio vs. SugarCRM: Leads Module

March 4, 2021

During this segment of the comparison webinar, Justin and Megan demo the Leads Modules of Creatio and SugarCRM for comparison.

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Video

Creatio vs. SugarCRM: Email Features & Integration

March 4, 2021

In this clip from our comparison webinar, our experts demo the email features available in both Creatio and SugarCRM.

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Video

Creatio vs. SugarCRM: Look & Feel

March 4, 2021

In this clip from our recent comparison webinar, Megan and Justin show us the differences between Creatio and SugarCRM's general look and feel.

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Video

Creatio Online User Group: Dynamic Case Management

February 23, 2021

In this online user group discussion, our Creatio expert, Megan, highlights Creatio's tool for managing unstructured business processes.

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Podcast

VAXRM

January 28, 2021

Salesforce’s Vaccine Cloud, Sam’s vaccine shot scheduling nightmare, Sam’s joint webinar with Creatio, CRM 3.0, how low code/no code has altered roles in CRM deployment & management, field service, ABM, video selling, video training, CRM best practice videos, de-densifying your slide decks,…

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Podcast Mic
Video

Creatio vs. Infor: Workflows

January 28, 2021

During this webinar, our experts demonstrated how Creatio CRM and Infor CRM fared when they battled head-to-head. This clip looks specifically at their workflows.

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Video

Creatio vs. Infor: Filtering & List Views

January 28, 2021

During this webinar, our experts demonstrated how Creatio CRM and Infor CRM fared when they battled head-to-head. This clip speaks specifically to the filtering and list views of the solutions.

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Video

Creatio vs. Infor: Opportunities & Forecasting

January 28, 2021

During this webinar, our experts demonstrated how Creatio CRM and Infor CRM fared when they battled head-to-head. This segment speaks specifically to opportunities and forecasting capabilities.

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Video

Creatio vs. Infor: Mobile App

January 28, 2021

During this webinar, our experts demonstrated how Creatio CRM and Infor CRM fared when they battled head-to-head. This segment discusses the mobile applications.

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