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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bpm'online User Group - Using Lookups to Control Access Rights
A full recording of our July 25 bpm'online user group indicating how to use lookups to control access rights in bpm'online.
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bpm'online Step-by-Step Guide - Using Lookups to Control Access Rights
In depth detail on the five steps it takes to use lookups to control access rights in bpm'online. These five steps include: Setting up the Necessary Organization Roles, Adding a Custom Lookup Object, Placing a New Field on the Account Page to Control Security, Populating the Lookup List and…
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Creatio User Group - Using Lookups to Control Access Rights
A full recording of our July 25 bpm'online user group indicating how to use lookups to control access rights in Creatio.
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Doing Dynamic Case Management with Creatio
Customer complaints have a negative stigma, but they can be beneficial to your company when mitigated the right way. In fact, increasing customer retention rates by 5% increases profits anywhere from 25% to 95%.
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Artificial Reservations
The GDPR is in effect, Salesforce earnings, CRM industry growth, data augmentation, CRM and AI, GDPR and ABM, un-gating content, conditional CTA visibility by country, the ultimate objective comparison between Salesforce and Microsoft Dynamics 365, image size and SEO, website conversion actions,…
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GDPR & bpm'online
bpm'online is a process-based CRM company with roots in Europe. The company ensures they are processing data and offering security options that align with GDPR requirements. bpm'online recognizes its role as both a data controller and data processor, depending on the situation. They break…
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4 Reasons Creatio Rocks for Customer Management
They started rockin’ and ain’t never gonna stop…being customer orientated, that is. Unlike the band Foreigner, Creatio has CRM in their eyes and lots of it. With the mission to boost customer business efficiency, this cloud-based software prides itself in managing the complete customer journey.
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StarfishETL Delivers its Services to Creatio (formerly bpm'online) Customers
StarfishETL is now available for Creatio customers via the bpm’online Marketplace. Creatio provides unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution.
Continue readingTechnology Advisors Inc. Recognized by Creatio (formerly bpm’online) for Customer Service Excellence
Technology Advisors was the recipient of Creatio’s Customer Service Excellence award during the company’s Global Tour in Boston, MA.
Continue readingBacklink Cleanse
Identifying and getting rid of toxic backlinks, The new version of Starfish ETL, the upcoming Starfish ETL partner program, LinkedIn data’s availability to Microsoft D365 customers, feedback on the Zoho’s Zoholics Sales & Marketing Conference from Steve, Zoho’s numerous apps, Sam explains the…
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