SugarCRM's Studio tool allows administrators to modify fields, page layouts, and more to fit the needs of their organization. Join our Sugar experts for an online discussion and demo of some of these options like dependent and calculated fields. Plus, we'll go over upcoming releases and other important info.Register Now
To properly compare CRM solutions, it's important to know how the features will support your business. The best way to get a handle on those features is to see them in action. During this webinar, our experts will use a live demonstration to show how Creatio CRM and Infor CRM fare when they battle head-to-head on features, functions, usability, and the overall interface of their solutions. Join us for this informative…Register Now
Low-Code Era: How Companies Can Accelerate Sales Processes and Empower Employees to Overcome Market Disruptions
Join our CEO, Sam Biardo, along with other industry experts, as they dive in on how low-code CRM technologies can help companies swiftly reconfigure their sales strategies and processes to grow in the new COVID-19 reality.Continue reading
You’re generating leads, you’re holding sales calls, and you’re sending proposals; but what’s the realistic expectation for how many of those potential sales will close? How can you use the variables you already know (# of MQLs, percentage of SQLs, etc.) to estimate the expected closed won sales…Continue reading
CRMs offer professional services teams the tools they need to automate processes, better manage resources, innovate customer experiences, and interpret analytics. In this post, we’ll lay out six reasons why professional services teams love CRM.Continue reading
In the sales world, meeting your goals often determines your bonuses. So, of course sales professionals want to acquire and convert as many leads as possible. But, how do you know how many leads are necessary to reach your sales goals? We built a handy calculator to break it down.Continue reading
In this session, we’ll explain how to calculate the ROI of your software investments to ensure they provide value to your company. Whether you’re a first-time software buyer, or you are looking to switch solutions, this presentation will give you the tools to make educated choices.
After a brief discussion on the benefits of low code applications, we will build an expense tracking & approval section in Creatio. You will see how quickly (and without coding) you can add a new section, create fields, use business rules, and create processes.
In the clip below, Megan Sheehan explains these changes and how they affect your email configuration. Read on to find documentation and instructions on how to apply Microsoft and Google email configuration changes in your SugarCRM instance.
When it’s time to implement the new solution, you’ll have to make some decisions about configuration and customization options. Although they may appear to be similar concepts, they have two very different meanings. In this post, we’ll discuss the differences between configuration and customization…Continue reading
During this online user group, our SugarCRM experts, Justin and Megan, cover topics relating to SugarCRM's "Sugar Serve" CX solution. They look at the service console, case routing and assigning cases based on work hours, SLA tracking, knowledgebase, and much more. Check it out!Continue reading
During this webinar -- co-hosted with marketing & sales leader, HubSpot -- we discuss strategies for aligning your sales and marketing through your software to increase customer acquisition rates and build a collaborative, resilient strategy that delivers better outcomes for everyone.
Join us for a virtual coffee break after Creatio's ACCELERATE conference! We'll use our 30+ years of CRM and software experience to answer your questions and teach you strategic approaches for successful CRM deployment. Register at techadv.com/coffee!Continue reading
The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…Continue reading
Check out our awkward (but fun!) video invitation for Creatio's 2020 virtual Accelerate conference. It's a fantastic FREE opportunity to learn about low-code technology, CRM, business growth strategies, and much more! It's happening on October 28. Register here: https://www.creatio.…Continue reading
In this clip from our thought-leadership webinar, we highlight some key tactics for improving your website to drive inbound traffic.Continue reading
As a revolutionary low-code CRM, Creatio enables everyone on your team to take on the role of a developer. With the ability to build and manage their processes, customize solutions, and utilize the power of AI, Studio Creatio helps teams accelerate automation and adapt to changing business needs.
During this online user group, our Creatio experts will dive into the Studio solution to demo what it's…
Join us for a virtual coffee break after Creatio's ACCELERATE conference! We'll use our 30+ years of CRM and software experience to answer your questions and teach you strategic approaches for successful CRM deployment.
Scroll down to read the full event schedule!
Curious about Sugar Serve, the complete CX solution from SugarCRM? Join us for a discussion and demo of this solution with our CRM experts, Justin & Megan. We'll cover topics relating to SugarCRM's service console, case routing and assigning cases based on work hours, SLA tracking, knowledgebase, and much more.
Additional Highlights Include:
- Email to Case functionality
- Follow up…
Sales and marketing alignment is about translating shared goals into collaborative action. Without alignment, teams can duplicate one another's efforts, and great opportunities can slip through the cracks leading to revenue left on the table.
During this webinar -- co-hosted with marketing & sales leader, HubSpot -- we'll discuss strategies for aligning your sales and marketing through your…
During times of uncertainty, we all need marketing to keep our businesses afloat. Understanding your target audiences’ goals, needs, and challenges, and providing value to help overcome those challenges is crucial. Together with marketing powerhouse, HubSpot, we’ll discuss how to leverage marketing strategies to attract good fit prospects, build credibility and trust, and nurture qualified leads to acquire more customers and…View Event