Creatio

Solution

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 for Finserv
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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crm support pages level 2
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
Video

Clip: New Release Notes for Creatio Version 8.0.2

In this user group clip, our Business Analyst runs through the must-know updates in the Creatio 8.0.2 release.

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Video

Setting up Forecasts in Creatio: Demo

In this demo from one of our user groups, our Business Analyst shows you how to set up forecasts in Creatio and the functions you can access to maximize their use.

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Video

[FULL RECORDING] Forecasts in Creatio: Creatio Online User Group

Are you using Creatio forecasts to their maximum potential? In this user group, our Creatio experts highlight the use cases for forecasts and demonstrate how to set them in place.

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Blog

Triggering a Creatio Business Process via Messaging to Refresh Key Data

Creatio has an awesome low code/no-code business process framework that makes data updates very easy to build. Business processes work in the background, which means that after all the data updates are done, it finishes its work and then notifies the UI so the UI can then decide to update itself…

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messaging process
Blog

The Lowdown on Creatio’s Atlas 8.0 Application Hub & Freedom Designer

The latest Creatio release – Atlas 8.0 – revealed some exciting new features! The Application Hub and Freedom Page Designer have brought no code design to a whole new level. The latest Creatio release is putting new tools for customizing apps, pages, and sections directly in the hands of users so…

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Creatio freedom UI
Press Release

Technology Advisors Inc. Named 3X Customer Service Excellence Award Winner by Creatio

Technology Advisors Inc. Named 3X Customer Service Excellence Award Winner by Creatio

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Blog

How to Build an Activity Validation Rule in Creatio Using an ESQ Query Involving a Parent Object

When building complex validations in Creatio, it can sometimes be better to optimize the validation rules using code. As an example, we recently needed a validation that would check for certain data conditions in a related object when an Activity was saved. Specifically, we needed the Activity…

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creatio how to
Blog

How To Centralize and Lower your Overall Codebase via Creatio Server Side Processing

A CRM system is an independent application and works like a central hub to combine data from different sources into one system. For this to happen effectively, there must be external data feeds and integrations that bring in data to your CRM, in addition to all the user input data.

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Video

Creatio Atlas 8.0: Section Wizard vs. Application Hub

With the addition of the Application Hub in Creatio's Atlas 8.0 release, many users have questions on the differences between this new tool and the section wizard. This clip from a recent user group provides a quick rundown.

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Video

Creatio Atlas 8.0 Release Overview & Demo

Perhaps the most important feature included in Creatio's Atlas 8.0 release was the introduction of the Application Hub. The Freedom Page Designer saw some updates as well. In this clip, our Business Analyst runs through the updates and demos the Application Hub.

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Video

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

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

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

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

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

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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