Low-code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.
You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.
Start by creating or editing the dashboard tab (or record page) where you want to add the gauge. Add a Gauge widget to the page or tab.
Enter a name for your widget, and select the Object you want to base it on.
For example, my widget is going to count the number of completed calls a user has so far this month, so I’ll use the Activities object.
Set the function, meaning how to calculate the desired value.
There’s been a lot of buzz recently about low code, no code, and citizen developers. With all the pressures for faster development cycles, stronger tech support, and better business applications, it’s no wonder people are getting excited at the prospect of citizen developers.
If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM adopters in recent years. In the age of instantaneous customer service, the use cases for CRM are more abundant than ever. But — as with any business investment — there are considerations to make, challenges to overcome, and benefits to weigh before diving in.
Last week, we participated in Creatio's Miami ACCELERATE event. The two-day extravaganza featured multiple tracks of educational content to help business leaders get new ideas for accelerating their business and understanding the coming software trends. Here are a few of the tips and takeaways I found most interesting:
The Future of Sales: Humans vs. AI
In a panel discussion on the future of sales, participants were asked about the role of AI in the sales process and how they believed it could reshape -- or even completely transform -- selling.
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.
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%.
Creatio 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. Creatio recognizes its role as both a data controller and data processor, depending on the situation. They break down their compliance perspectives into three areas:
When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for tracking lost sales in your CRM.
In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.