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
Upcoming Event

Accelerate Global

On October 28, 2020

A unique 24-hour live stream filled with insights, trends, real-world cases and practical workshops on how to accelerate business transformation just at the click of a mouse. Join the event in your timezone and language and learn how to build a low-code enterprise. Highlights include:

Register Online
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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citizen developers
Blog

How to Display Top N Rows in Creatio Using Detail Area

August 27, 2019

Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and Creatio auto-magically generated the functionality for you behind the scenes. So easy! Let's take that one step further.

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Creatio display top rows
Video

Using Filters and Dashboards in Creatio

July 15, 2019

This online user group discusses basic and advanced filtering, the creation and sharing of folders, and how to create and share dashboards.

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Video

Creating & Sharing Folders in Creatio (formerly bpm'online)

July 15, 2019

In this clip, we learn how to create and share folders in Creatio.

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Video

Basic & Advanced Filtering in Creatio

July 15, 2019

In this user group clip, our expert shares how to do basic and advanced filtering in Creatio.

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Video

New Releases - Creatio (formerly bpm'online) July 2019

July 15, 2019

Our Creatio expert runs through new releases of the product (up to July 10, 2019) in this online user group clip.

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Blog

How to Build Cascading/Dependent Lookups in Creatio

June 11, 2019

If you have a situation where you must have one lookup offer only a limited set of values based on what is selected in another lookup, then you must setup lookups with dependencies on one another. This article explains how to do that.

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creatio lookups
Podcast

Widespread CRM Panic

May 18, 2019

Massive Salesforce outage, multi-tenant vs. single tenant hosted CRM databases, SugarCRM acquires Collabspot and Salesfusion, Sugar’s new quoting module, Sage sunsets SageCRM Online, bpm’online’s low code no code, citizen developers.

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Podcast Mic
Blog

Strategies for Accelerating Your Business

May 8, 2019

Creatio's Miami ACCELERATE event featured multiple tracks of educational content to help business leaders get new ideas for accelerating business.

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Accelerate
Podcast

Polar CRM

January 29, 2019

The deep freeze hits Chicago just in time for the bpm’online conference. Sam previews his talk at the conference.

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Podcast Mic
Blog

2018 Holiday Updates: New BPM Schema Tools Features

December 11, 2018

We're excited to announce new updates to BPM Schema tools! Now you don’t have to search all the bpm'online packages for field type information.

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new bpm'online schema tools
Blog

How to Search Through Your Creatio Objects

November 16, 2018

It was necessary to start with a list of the Creatio objects relevant to the desired changes. However, extracting this information can be difficult.

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Creatio object filtering
Video

Creating Custom Sections in bpm'online [FULL RECORDING]

November 15, 2018

Our bpm'online expert takes users through the process of creating and applying custom sections in their bpm'online instance in the online user group.

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Video

Step by Step: Creating Custom Sections in Creatio

November 15, 2018

In this user group, our Creatio expert takes users step by step to create a custom section in Creatio

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