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.

Learn more about
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.

Learn more about
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.

Learn more about
Picture of computer.
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.

Learn more about
Creatio integration
Service

Creatio Enterprise Implementation

Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.

Learn more about
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.

Learn more about
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.

Learn more about
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.

Learn more about
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.

Learn more about
crm support pages level 2
Service

Creatio Training

Ready to get started with Creatio? Technology Advisors offers comprehensive training opportunities for your entire staff.

Learn more about
Creatio Training
Blog

Looping Through Data in a Creatio Process

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.

Continue reading
Looping through data in Creatio
Video

Service Creatio Customer Portal - Clip

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!

Continue reading
Video

Service Automation in Creatio [Online User Group]

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

Continue reading
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

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

Continue reading
Blog

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

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.

Continue reading
header image- flow chart
Blog

Phasing Digital Transformation to Mitigate Risk and Ensure Success

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.

Continue reading
phasing digital transformation
Video

Printable Forms in Creatio: Online User Group

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...

Continue reading
Video

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

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.

Continue reading
Video

Phasing Digital Transformation to Mitigate Risk and Ensure Success

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.

Continue reading
Video

Creatio Online User Group: Mobile App

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!

Continue reading
Blog

Trigger a Mobile Push Notification Using Creatio

Ever need to urgently alert users when a trigger condition is met? Creatio has a base ‘Send Push Notification’ process that you can leverage.

Continue reading
notifications on phone- header picture
Blog

How To Auto-Refresh Your Creatio Dashboard

CRM dashboards are meant to present a big picture that combines different data points as a quick and easy-to-understand visual summary. In Creatio, dashboards are built into each section with a rich feature set that lets you design and build them to suit any reporting needs.

Continue reading
auto-refresh dashboard
Video

Creatio Online User Group: Campaigns

During this online user group discussion, we highlight Campaigns in Creatio Marketing. How do they work? What are campaigns in Creatio Marketing? What are their benefits? What's new with Campaigns? How can you build and report on Campaigns? Check out this recording to find out the answers to…

Continue reading
Blog

Tips for Building Your First Creatio Marketing Campaign

This blog post gives users a glimpse into the powerful tools found within Creatio's Marketing Campaigns.

Continue reading
Creatio Marketing campaign
Podcast

Andy Zambito of Creatio

Andy Zambito, Chief Sales Officer, Americas at Creatio, joins Sam & Steve to talk about process management, CRM, digital transformation, low-code, tailored experiences, differentiation, speed of change, speed of operations, and more.

Listen Now
Podcast Mic