Videos

CRM
,
Social Media Platforms

4 Ways You Should be Using Your CRM to Support Social Commerce

February 16, 2024

Want to improve your social shopping automation? Your CRM is a great resource for centralizing data, automating workflows, analyzing trends, and managing rewards programs. Watch this short video to learn more.

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Rework Office Furniture Reignites Sales with Help from TAI

January 31, 2024

Rework Office Furniture faced a challenge when their current consultant seemed out-of-sync with their vision. So, they reached out to Technology Advisors for help. Watch this video to hear firsthand how TAI helped Rework automate manual sales activities, generate more repeat business, and reveal deeper pipeline analytics through strategic software consulting.

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AI and Machine Learning
,
Creatio

Introduction to AI

October 10, 2023

In this presentation from our live No Code Workshop, Sam explains the historical background of AI, the difference between AI types and applications, real-world use cases, ethical considerations, tie-ins with Creatio no code, and more.

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Creatio

Creatio App Throwdown

October 9, 2023

This recording from our live No Code Workshop highlights a few of our team's favorite apps on the Creatio marketplace.

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Creatio
,
CX

Customer Experience Strategies for Success

October 9, 2023

What is a customer experience (CX) strategy? What differentiates a CX strategy from a customer service strategy? Why is CX important and how can you go about creating your own CX strategy? This presentation from our live No Code Workshop explains!

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Creatio
,
Banking
,
Financial Services

Staying Ahead of Digital Disruption in Finserv

October 9, 2023

During our live No Code Workshop, Creatio presented some key findings on where Finserv is struggling and where it's looking to go in the future. How do these needs align with the demand for automation? Check out this video to learn!

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CPQ
,
Creatio
,
AI and Machine Learning

Intelligent CPQ with Mobileforce

October 5, 2023

In this recorded presentation from our live No Code Workshop, we learn how Mobileforce eliminates quoting errors and supercharges the sales quoting process with AI-power, right inside Creatio.

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Best Practices
,
Tips and Tricks

Navigating Cybersecurity Insurance and Compliance

October 4, 2023

During our live No Code Workshop, NetWorks Consulting Resources cybersecurity expert Matt Kaseeska taught our audience what they should be thinking about and doing to ensure cybersecurity insurance and compliance. This is the recording of his presentation.

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Creatio
,
Integration

Intelligent Integrations with Connect Creatio

October 4, 2023

During our No Code Workshop, we demonstrated how to use Connect Creatio - an iPaaS powered by StarfishETL - to create a cool integration with AI. Check it out!

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Creatio
,
Best Practices

Best Practices for Working with Development, Testing, and Production Environments in Creatio

October 3, 2023

During our live No Code Workshop, our Creatio developers laid out the best practices and key considerations users must apply when working with development, testing, and production environments in Creatio. Check out this informative session!

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Creatio
,
Banking

Increasing Customer Satisfaction to Boost Wallet Share

August 24, 2023

In this clip from our webinar on How to Supercharge Wallet Share with No Code Technology, we highlight the importance of issue resolution for banks and credit unions, and how to use No-Code platform, Creatio, to facilitate it.

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Creatio
,
Banking

Effective Customer Onboarding & Personalized Offers to Increase Wallet Share

August 24, 2023

In this segment from our webinar on supercharging Wallet Share, we highlight how banks and credit unions can utilize no-code to create effective customer onboarding and personalized offers that boost wallet share.

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Creatio
,
Banking

How to Supercharge Wallet Share with No-Code Technology

August 24, 2023

Check out this video to learn how banks and credit unions are applying No-Code technology to build on existing customer relationships and boost wallet share. Our expert uses real-user stories and live demos to showcase how these automations are put into action.

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Infor CRM SLX

Infor CRM Customer Workshop Recap

July 14, 2023

We had a blast learning about the latest Infor CRM innovations and sharing our best practices with customers at the Infor CRM Customer Workshop! Held at the lovely Park Ridge Country Club, this free event connected our customers to Infor executives, experts, and peers. Check out the recap!

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Project Management

Timelinx Project & Service Management Inside Infor CRM

June 7, 2023

Timelinx is a project and service management solution that lives inside Infor CRM to make it easy for teams to manage time and expenses, pay out expenses sooner, and pull better reporting metrics. This demo shows how it works inside Infor and its mobile application.

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CRM

What is a Reverse CRM Demo?

May 16, 2023

This quick explainer video answers what a reverse CRM demo is, when it's useful, and how to do it successfully.

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Financial Services
,
Banking
,
Creatio
,
CRM Adoption

How Finserv is Finding Success with CRM

March 23, 2023

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 this video to hear how they found success.

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Creatio
,
Software Selection
,
Financial Services
,
Banking

Why Banks & Credit Unions Choose Creatio

March 22, 2023

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.

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Financial Services
,
Banking
,
Creatio
,
CRM
,
CRM Adoption

How Banks & Credit Unions are Overcoming CRM Challenges

March 20, 2023

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 seeing now? How are they keeping their teams engaged with CRM? Watch this short video to hear their takes.

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No Code
,
Creatio

[FULL RECORDING] Conversations on Finserv Innovation

March 16, 2023

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 positive outcomes? Hear their stories in their own words.

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