Videos
What is a Reverse CRM Demo?
This quick explainer video answers what a reverse CRM demo is, when it's useful, and how to do it successfully.
Watch Video
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 this video to hear how they found success.
Watch Video
Why 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.
Watch Video
How 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 seeing now? How are they keeping their teams engaged with CRM? Watch this short video to hear their takes.
Watch Video
[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 positive outcomes? Hear their stories in their own words.
Watch Video
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.
Watch Video
The 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.
Watch Video
The 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.
Watch Video
One 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 benefitting.
Watch Video
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.
Watch Video
Sapiens.BI Full Overview
Do you feel that functionality is a bit limited when creating certain reports, charts and dashboards? Do you need more power building your own reports without writing a code? Would you need to visualize data from custom modules, audit log, create your own calculation either for dashboard or nicely formatted summaries combined in PDF/ Excel? - all of that is available with Sapiens.BI. Sapiens.BI offers an enhanced reporting and business analytics tool. It is fully integrated in Sugar, showing live data and it is quick and easy to set up.
CRM Risk Analysis & Management
Every software project has risks, but performing risk analysis for your CRM project helps identify threats that could prevent you from successfully reaching your objectives. In this video, we’ll explain the types of risk analysis, how to avoid risk, and the most common risk management strategies.
Watch Video
All About HubSpot Forms [FULL RECORDING]
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.
Watch Video
[CLIP] Some of our Favorite Creatio Marketplace Apps
In this user group clip, we highlight some of our favorite and most-used Creatio Marketplace applications.
Watch Video
[CLIP] How to Install a Creatio Marketplace App
In this clip from our user group, we explain how to install an app from the Creatio Marketplace.
Watch Video
Getting the Most out of your Creatio Marketplace Apps [FULL RECORDING]
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!
Watch Video
[CLIP] Automating with No Code: Successes and FAQs
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.
Watch Video
[CLIP] Why Automated Cross-Sell & What's Standing in the Way?
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.
Watch Video
[CLIP] The State of Finserv
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.
Watch Video
Automating Cross-Sell and CX for Banks & Credit Unions [FULL RECORDING]
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.
Watch Video