Learn how we helped our customer, Hershey's Ice Cream, improve sales and operations with Creatio CRM.Continue reading
Businesses and consumers are tightening their purse strings and they navigate the uncertainties of each day. In such an unprecedented time, what can we learn from lost sales? What can we alter or adapt to speak to the moment and keep prospects engaged in the buying process? In this post, we’ll…Continue reading
I’ve been reading through a lot of articles about marketing during COVID-19, and there are two major themes weaved into every one: reevaluate your messaging and shift your communications to digital. Rather than simply stating what needs to change in the general sense, I’d much prefer actionable,…Continue reading
In this blog, we’ll discuss the effects of Coronavirus on the sales process and sales reps, and then we’ll outline some strategies for navigating the evolving landscape.Continue reading
Welcome to part two of our series on CRM selection. If you missed part one, we discussed sales features worth considering when searching for a CRM. In part two, we’ll discuss the marketing features. I’ll begin by repeating my redundant (but important!) point about CRM selection: You should never…Continue reading
As we head into a new decade, the call for technology will be louder than ever. It’s the force driving all business and incorporating AI, machine learning, analytics, and automation to make competition even tighter. Here are three reasons the agribusiness industry needs to consider CRM in 2020 to…Continue reading
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.Continue reading
When deploying a new CRM, we must consider how the system performance between the client and servers will factor into the CRM’s performance for users. Response time plays a key role in users' ability to adopt the system. Before the CRM goes live, it’s important to determine the CRM response…Continue reading
It comes as no surprise that CRM systems are fantastic platforms for organizing and storing customer information. But these days, they need to be so much more. Machine learning and AI applications are the new must-have CRM features. Many of the top CRM providers are offering these capabilities pre-…Continue reading
A CRM system is great for organizing information and facilitating quick data analysis; but its automation capabilities also can help free up more time in your workday. Check out these seven tips for using CRM automation to free up more time.Continue reading
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.Continue reading
Technology Advisors Inc. (TAI) is pleased to announce it has joined HubSpot as a Certified Agency Partner. TAI has already tiered to the Silver level of HubSpot’s partnership hierarchy and is on its way to Gold.Continue reading
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…Continue reading
At a recent customer event, we were fortunate enough to have Jason from SugarOutfitters come and talk to our customers about his favorite Sugar (and SuiteCRM) add-ons. In this blog post, we’ll share what those top Sugar add-ons were and how you can get your hands on them.Continue reading
As a small business, we must sometimes get creative with our marketing. At our recent Chicago Sugar Workshop event, I highlighted the free marketing tools that make my life easier, hoping a few of my “secret weapon” resources might help our customers too. Here’s a recap of what I shared with them:…Continue reading
StarfishETL is releasing the first in a series of pre-built integrations, StarfishETL Essentials, for Creatio & HubSpot. Essentials are pre-built integrations that can be deployed quickly, be customized to fit your exact needs and are free with the StarfishETL Professional Edition subscription.
Join us on March 31 to learn about the features, pricing, and benefits of this integration, as well as what to…
Ready to take your sales & revenue analytics to the next level?
SugarCRM's new Sugar Discover tool gives you immediate insights into sales performance, automates analytics, provides context, and delivers deep insights for data-driven decision making.
Learn what makes this tool so powerful and get your lingering questions answered during this informative online user group session!
A major strength of Creatio is its ability to create a process-oriented approach for sales, services, and marketing. Building out processes in Creatio helps your teams create repeatable steps that improve efficiencies, streamline operations, and create visibility across departments.
During this online user group, our experts will lay out the basics of process building to help any user get up and running with…