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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Video

[FULL RECORDING] What Creatio Atlas 8.0 Reveals about the Future of Creatio

April 26, 2022

Earlier in 2022, Creatio put out one of its biggest releases ever - Atlas 8. In this user group, our team explores the nature of those changes and what they mean in the long-term for the solution.

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Blog

Tip: A Better Way to Export Creatio Data via the SQL Executor

March 30, 2022

If you are using the SQL Executor marketplace add-on for Creatio, you will likely have a need not to just run queries, but also to export data to your spreadsheets or other systems for analysis.

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Video

[CLIP] No Code Process Automation In Action

March 22, 2022

In this demo clip from our recent banking webinar, our expert highlights some common use cases for applying no code process automation at Finserv organizations.

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Blog

How to Loop Through Records in Creatio and Combine Values Without Writing a Single Line of Code

March 10, 2022

We had an interesting Creatio use case recently. We needed to maintain a single value that was a combined list of all email addresses associated with each contact. Because email addresses are stored in separate records for each contact, it is not straightforward to extract this information as a…

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How to loop through records in Creatio
Blog

How to Include Data from a Child Detail in a Creatio Email Template

March 7, 2022

When certain actions happen in your Creatio site, you may need to trigger an email alert letting someone know about that action. Sending the email message is a pretty simple configuration as part of a Dynamic Case or Process.

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Blog

Looping Through Data in a Creatio Process

February 28, 2022

When building a process in Creatio, the ‘Read Data’ element allows you to read a Collection of records that meet defined criteria. Once you have a Collection, what can you do with it? Often, you may want to loop through each record in that Collection, taking some action(s) with each one.

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Looping through data in Creatio
Video

Service Creatio Customer Portal - Clip

February 24, 2022

In this quick clip, our Creatio expert shows you how a customer portal in Service Creatio would look from a user's perspective, and from the agent's perspective. Check it out!

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Video

Service Automation in Creatio [Online User Group]

February 24, 2022

Which service functions are available in Service Creatio to help you automate your processes and route customer cases? This user group explains.

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Press Release

Creatio Presents Its Major Platform Update, 8.0 Atlas, to Build Applications and Workflows with No-Code and a Maximum Degree of Freedom

February 8, 2022

The Atlas 8.0 release is being introduced today during Creatio’s special event, Freedom Release.

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Blog

Why Your Creatio Business Process Log Fills Up & How to Prevent It

January 31, 2022

Building a business process in Creatio is a quick and easy way to implement logic that would require coding and testing without low code tools. While powerful, it can have undesired effects on the system logs if careful attention isn’t paid to the flow of the process.

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Blog

Phasing Digital Transformation to Mitigate Risk and Ensure Success

December 20, 2021

At a recent digital transformation conference, our CEO explained how to use mathematics—specifically the theory of probability—to mitigate risk for digital transformation projects. He explained why phased digital transformation is crucial for long-term success.

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Video

Printable Forms in Creatio: Online User Group

December 14, 2021

In this online user group, our experts explain printable forms in all their glory! What applications do they have in Creatio? How do you set them up? What kinds of add-ons are available to enhance their uses? Check out the recording to find out the answers...

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Video

Tackling Life Science Challenges with No-Code To Adopt A “Digital-Health-First” Mindset

November 23, 2021

Our CEO, Sam Biardo, interviews Terri Schiffer of Onco360, about her company's use of Creatio and the security, marketing, and low code features that led her team to adopt the solution.

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Video

Phasing Digital Transformation to Mitigate Risk and Ensure Success

November 23, 2021

Digital transformation projects that are phased are more likely to succeed. In this video, Sam uses probability theory to explain why this is the case and offers tips for mitigating risk and ensuring long term success.

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Video

Creatio Online User Group: Mobile App

October 20, 2021

In this user group session, our experts highlight Creatio's mobile application and its features. They also explain how admins can configure mobile settings and workflows for mobile app users. Check it out!

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