Videos

All About HubSpot Forms [FULL RECORDING]

August 25, 2022

What are HubSpot forms? Why are they useful? How do people use them? What types are there? What best practices should you think about when working with forms? What do forms in HubSpot look like and how can you configure them? We give you the scoop during this user group.

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[CLIP] Some of our Favorite Creatio Marketplace Apps

August 24, 2022

In this user group clip, we highlight some of our favorite and most-used Creatio Marketplace applications.

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[CLIP] How to Install a Creatio Marketplace App

August 24, 2022

In this clip from our user group, we explain how to install an app from the Creatio Marketplace.

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Getting the Most out of your Creatio Marketplace Apps [FULL RECORDING]

August 24, 2022

In this user group, we explain what the Creatio Marketplace is, how to access it, the types of solutions it offers, and best practices for downloading and installing those solutions. Our team highlights some of their favorite and most-used apps and concludes with a review of the latest product release. Check it out!

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[CLIP] Automating with No Code: Successes and FAQs

August 11, 2022

In this clip from our banking cross-sell and CX webinar, we discuss how no code is helping Finservs automate faster and without heavy IT reliance. We also highlight how our customers are applying this at their organizations and explain some of the Frequently Asked Questions we get about no code.

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[CLIP] Why Automated Cross-Sell & What's Standing in the Way?

August 11, 2022

In this clip from our banking and credit union webinar on cross-sell, we explain why automated cross-sell is so important in this moment, and what's blocking many organizations from implementing it effectively.

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[CLIP] The State of Finserv

August 11, 2022

In this clip from our cross-sell and CX automation webinar, we discuss five of the biggest challenges the Finserv industry is facing right now. Later in the webinar, we reflected back on these challenges to offer some advice for overcoming them.

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Automating Cross-Sell and CX for Banks & Credit Unions [FULL RECORDING]

August 11, 2022

In this educational webinar, we discuss the current challenges facing Finserv institutions, the roadblocks to digital transformation, why automated cross-sell is so important in this moment, and how banks and credit unions are applying it without a heavy reliance on technical resources or IT teams.

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Configuration vs. Customization: Understanding the Differences

July 18, 2022

Watch this short video to learn what differentiates software configuration from software customization.

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Technology Advisors, Inc. Success Story: Kenan Advantage Group

July 11, 2022

Kenan Advantage Group (KAG) connects the front and back office to streamline operations with the help of Technology Advisors, Inc.

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Pharma Industry Tech Trends

July 8, 2022

Take a look at these eight Pharma trends impacting the industry today and in the future.

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Clip: New Release Notes for Creatio Version 8.0.2

June 28, 2022

In this user group clip, our Business Analyst runs through the must-know updates in the Creatio 8.0.2 release.

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Setting up Forecasts in Creatio: Demo

June 28, 2022

In this demo from one of our user groups, our Business Analyst shows you how to set up forecasts in Creatio and the functions you can access to maximize their use.

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[FULL RECORDING] Forecasts in Creatio: Creatio Online User Group

June 28, 2022

Are you using Creatio forecasts to their maximum potential? In this user group, our Creatio experts highlight the use cases for forecasts and demonstrate how to set them in place.

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What is a CRM Roadmap?

June 28, 2022

In this video, you'll learn the important steps of a CRM roadmap and how it’s crucial for successful CRM implementation.

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[CLIP] HubSpot CMS Hub Demo

June 23, 2022

Curious about what HubSpot's CMS Hub looks like and what it can do? Check out this quick demo for an inside peek.

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[CLIP] HubSpot CMS Hub Feature Highlights

June 23, 2022

What kinds of features does HubSpot's CMS Hub offer? This user group clip highlights some of the most important aspects of this website building and content management tool.

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[FULL RECORDING] The 411 on HubSpot CMS Hub

June 23, 2022

CMS Hub is HubSpot's dynamic website building and management tool. This user group discussion highlights some of its more important features and demos its usability and metrics.

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[CLIP] Integration Enhancements in SugarCRM Version 12

May 13, 2022

Learn about the new integration enhancements within SugarCRM Version 12 updates.

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[CLIP] Sugar Sell & Serve Enhancements in SugarCRM Version 12

May 13, 2022

Learn about Sugar Sell and Sugar Serve enhancements within the SugarCRM Version 12 updates.

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