Are your customers receiving the right offers at the right time?
To effectively cross-sell, modern banks, credit unions, and other financial institutions trust accurate insights to inform their targeting. Machine learning and intelligent workflows are just two digital tools that make this possible.
During this webinar, we’ll discuss:
- What a modern technology infrastructure…
When syncing data between two applications, most integrations only sync new and updated data. But some applications allow the deleting of data, and you may wish to include data deletions in your integration by deleting the corresponding data from the other application as well. When data is deleted…Continue reading
Like many of us, we spend a lot of time in meetings, and not all of these meetings feel effective. Some meetings have become a monotonous cycle of attendees taking turns making status reports, with very little conversation about any of the reports, or really any dialogue between people in the…Continue reading
When certain actions happen in your Creatio site, you may need to trigger an email alert letting someone know about that action. Sending the email message is a pretty simple configuration as part of a Dynamic Case or Process.Continue reading
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
Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.Continue reading
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.Continue reading
In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. Any report you create will have drill-through capabilities for a deeper…Continue reading
Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees. So, let’s consider some key…Continue reading
We found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.Continue reading
Knowing the number of licenses you have is always a good idea. If you need to add licenses, or change something about your Sugar instance, you have the information in-hand to simplify planning and budgeting. Here's how to check your license usage and active users in Sugar.Continue reading
Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.Continue reading
The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.Continue reading
If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.Continue reading
SugarCRM announced the release of Mobile Application Configuration Service (MACS) last week. This new tool for Sugar Enterprise or Ultimate subscribers allows customers to deploy a customized version of the SugarCRM mobile app for cell phones and tablets.Continue reading
Sugar 7.7 introduced a new option to allow editing in the preview pane. I found this new feature during a recent training class and am really excited about its potential.Continue reading
Recently I had a chance to set up a lead assignment process in Sugar using the round robin functionality. This allows you to distribute leads to a group of people, sharing evenly so that everyone gets their fair share of leads. No more remembering who got the last lead or fielding complaints that…Continue reading
SugarCRM announced their acquisition of Contastic last week. Contastic developed a platform for predictive analytics specific to sales relationships. By analyzing communications between sales and a contact, Contastic can recommend conversation starters and remind you when it’s time to reach out.Continue reading
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 Event
In February, Creatio unveiled major platform updates with its Freedom Release of Atlas 8, which included a consolidation of all application design tools, the new Freedom UI designer framework with a more powerful no-code interface, and composable elements for different stages of the design process.
What do these latest updates and innovations mean for the future of Creatio? How might their application alter…
The banking sector is changing rapidly. Customer expectations are shifting and digital banking has established itself as the new norm. Join this webinar to dive into the trends affecting banking tech and learn how banks are using process automation and low code to pivot with the evolving landscape.
- Analysis and insights on 2022 banking technology trends
- A look at how process automation is impacting…
Modern CX relies on automation to meet the rapid response times that customers demand. Join us for this discussion where our experts will highlight automation use cases in Creatio's Service solution.
More details coming soon!