Danine Midura

Recent Contributions
How Finserv is Finding Success with CRM
In a recent interview, we asked three of our Finserv clients - Cornerstone Bank, Consumers Credit Union, and Ent Credit Union - about their recent CRM projects. How did they ensure successful outcomes? What did their training look like? How our they handling the management for the long-term? Watch…
Continue readingWhy Banks & Credit Unions Choose Creatio
In a recent panel interview, we asked Consumers Credit Union, Ent Credit Union, and Cornerstone Bank about their experiences with no code CRM, Creatio. Why did they choose it? How did their teams adjust to using it? How long did it take to implement? Hear their stories in this short video clip.
Continue readingHow Banks & Credit Unions are Overcoming CRM Challenges
In this clip from our panel interview of banking and credit union customers, we asked Ent Credit Union, Cornerstone Bank, and Consumers Credit Union about the challenges they faced when adopting CRM. What were the internal blockades? What were the technical challenges? What advantages are they…
Continue reading[FULL RECORDING] Conversations on Finserv Innovation
In this discussion panel, we interview three of our Finserv clients - Cornerstone Bank, Consumers Credit Union, and Ent Credit Union - about their CRM journeys with no code CRM, Creatio. Why did they implement CRM? How did they decide what they needed it to do? What were their challenges and…
Continue readingGartner Predicts a Boom in Low Code Development: What That Means for Your Business
Where is low code being applied? Why is this boom happening? How will this transition impact the competitive landscape? Understanding the influence of low code can help B2B and B2C be proactive about shifts to their business model, so let’s look at what the boom in low code development may mean for…
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How to Get Started with No Code CRM
This clip from our recent webinar briefly highlights the two main components of getting started with a no code CRM: planning how you're going to use a system, choosing the right one for your goals, and implementing in phases based on business priorities.
Continue readingThe Challenges of Disconnected Banking & How CRM Solves for It
In this clip from our webinar, Megan explains how the absence of a single source of truth in banking can create major challenges, and why low code/no code CRM software is a solution.
Continue readingThe Software Landscape Reality for Banks & Credit Unions
In this clip from our webinar, Megan highlights what the software landscape looks like for most of today's banks and credit unions and explains why that's a problem.
Continue readingOne Software to Rule Them All
Traditional automation used to require a big IT team and a complicated software overhaul. Today, best-in-class no code solutions are putting automation and app building in the hands of everyday users. This 30 minute webinar explains why this is happening and how banks and credit unions are…
Continue readingBanks Are Launching Digital Products on Their Own: Here’s How
While being purposeful about product development is commendable, it’s not sustainable at a time when fintech and other non-traditional Finservs are already so far ahead. The good news is, banks are aware of this problem. The bad news? Many aren’t sure what they should do about it. One model that’s…
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CRM Risk Analysis & Management
When you perform risk analysis for your CRM project, you are identifying potential threats that prevent you from successfully reaching your objectives. Risks are simply things that COULD happen, not things that necessarily WILL happen, but without a plan for the “what ifs”, those minor risks could…
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Creating Effective Conversion Copywriting for the Web
Conversion copywriting taps into psychology and storytelling to get potential buyers to take an action. In today’s ecommerce environment, much of that copywriting is done online. Let’s take a deeper look at conversion copywriting. Specifically, the process, where it fits in the marketing strategy,…
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4 Super Quick Ways to Reduce Blog Bounce Rates Today
To make the biggest dent in bounce rates, marketers must take steps in two areas: (1) optimize content and (2) work with IT on the user experience. Improving page load speed, making sure the mobile website is optimized, and streamlining design and navigation are all examples of improving the user…
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What is Software Project Management and do I Need it?
Clients sometimes ask us why a project manager is necessary and what project management involves. Today, let’s explore some of those frequently asked questions so you can make an educated decision about how to approach your next software project.

Choosing New Software? Prioritize Processes Over Products for Best Results
Many products will have similar feature sets, and as you start to look through them, it’s easy to get sucked down a rabbit hole of indecision. Going into that project with a full understanding of how those features relate to your processes helps you pick the solution that best fits your goals.
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The Pandemic Accelerated SMB Digital Transformation: What’s Next?
The digital transformation thrust upon them during the pandemic worked out positively for SMBs. Salesforce’s report found that 71% of them survived the pandemic because of it. That accelerated technology investment will continue in most areas for these small and medium sized businesses. They’re…
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Why You Need to Start Automating Cross-Sell
Automated cross-sell is more enticing to sales reps because it makes those opportunities easier to close. Instead of blanketing every sale with the same cross-sell options, automation uses AI and machine learning to offer smart, individualized recommendations backed by data.
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Infor 9.0: All You Need to Know
In this informative 45 minute webinar, Ed Heinsius of Infor joins us to offer a detailed look at Infor's 9.0 CRM release. Watch now to learn about the most important highlights and features.
Continue readingRepurposing Works: Ideas to Repurpose Content Like a Champ
Marketers rank video as one of the most effective methods for repurposing content. That makes sense given that humans process visuals 60,000x faster than text. Visual mediums are an easily digestible way to capture attention. However, video isn’t the only type of visual medium, and it’s not the…
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4 Ways to use Hospitality CRM to Beat out Airbnb
Airbnb is pulling in massive quantities of data through booking, search inquiries, and reviews. To beat them out, hospitality groups will need a fierce data strategy of their own. Here are four ways hospitality can use CRM to beat out Airbnb.
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Events Hosted
All About HubSpot Forms
Join us for our next user group discussion where we’ll take a deep dive into forms in HubSpot. How do you create them? What are some best practices for collecting information? Can you A/B test the forms? Which form aspects might you want to A/B test? What are progressive forms and when should you use them? Tune into this free discussion to learn.
View EventGetting the Most Out of Your Creatio Marketplace Apps
Creatio’s application Marketplace is full of great apps and templates that can help you quickly accelerate the setup of your Creatio instance. This online user group will cover how to access and search within Marketplace, steps to install apps, and we'll discuss our favorite applications. Join our experts as they give the full Creatio Marketplace experience!
View EventAutomating Cross-Sell and CX for Banks and Credit Unions
Automation simplifies CX and pinpoints profiles for cross-sell, helping sales be more effective. But improving cross-sell and CX automation takes time and resources that many institutions just don't have.
Without it, Finservs innovate slower and risk lagging behind Fintech competitors. Is there a better way?
**Expected Takeaways:**
1. The state of Finserv & why cross-sell…
Forecasts in Creatio
Forecasts in Creatio help sales teams estimate future revenue and predict how much of their product or service will sell within certain time frames. But did you know forecasts in Creatio can also track progress against goals? Learn more about this dynamic and useful feature in our upcoming user group.
View EventThe 411 on HubSpot CMS Hub
HubSpot’s CMS Hub is a Cloud-based content management system that helps marketers and developers create SEO-centric, customer experience focused websites that convert. Get the 411 on this powerful tool and what it offers during our June user group.
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