Creatio
No Code for Finserv
No-Code is the key to building apps and workflows that exceed customer demands, align sales strategies and differentiate marketing. Technology Advisors can help you capitalize on No-Code automation using today’s market leading No-Code platform, Creatio.
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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 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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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 Enterprise Implementation
Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.
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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 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 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 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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Creatio Training
Ready to get started with Creatio? Technology Advisors offers comprehensive training opportunities for your entire staff.
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How to Build Cascading/Dependent Lookups in Creatio
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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Widespread CRM Panic
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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Strategies for Accelerating Your Business
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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Polar CRM
The deep freeze hits Chicago just in time for the bpm’online conference. Sam previews his talk at the conference.
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2018 Holiday Updates: New BPM Schema Tools Features
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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Creating Custom Sections in bpm'online [FULL RECORDING]
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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Step by Step: Creating Custom Sections in Creatio
In this user group, our Creatio expert takes users step by step to create a custom section in Creatio
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Introducing Schema Tools for Creatio
Pulling Creatio's most current data structure from the API to present it in an easy-to-read format is best. We built the Schema Tools app to enable this.
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Creating a Custom Detail for Account Records in bpm'online
TAI expert Tim Casey demos how to create a custom detail for account records in bpm'online
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CRM Security Monitoring: Security Features
Our experts showcase CRM security features you may already have but under-utilize.
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The Future of CRM is Process-Driven
Traditional CRM systems are born data-driven. The user enters information into standard modules that represent data types like accounts, leads, or opportunities, and then figures out the necessary processes later. However, process-driven CRM, while lesser-known, is starting to gain traction in the…
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Controlling Creatio Access Rights Using a Custom Lookup
This post teaches you how to use a business process and custom lookup object to implement team based security without the need for any custom development.
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How Suite It Is (For SugarCRM)
Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar’s redesign and re-architecture. Sugar’s one-clickedness. Mitch Lieberman‘s take on the investment and his advice, including going all in on the cloud. How the sales team needs to be more…
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Managing Read-Only Access to Creatio
Setting up security for temporary workers is a common need. A common question is about providing read-only access so they can view information.
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Designing and Testing the Business Process in Creatio
This video goes over the final step of Creating a Business Process to Control Creatio Access Rights Using a Custom Lookup.
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