Videos

Utilizing Sugar Serve: A TAI Use Case

September 23, 2021

In this online user group, we walk you through how our team uses the features and functions of Sugar Serve to better support our customers. Check this out to view the real-world use case for this application.

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Creatio Online User Group: Campaigns

August 24, 2021

During this online user group discussion, we highlight Campaigns in Creatio Marketing. How do they work? What are campaigns in Creatio Marketing? What are their benefits? What's new with Campaigns? How can you build and report on Campaigns? Check out this recording to find out the answers to these questions!

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Exciting Updates to Infor 8.5

August 18, 2021

In this 30 minute demonstration, our Infor expert highlights some of the new features of Infor 8.5, explaining how they work and how they can be used.

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HubSpot Starting Blocks: Workflow Tour

July 28, 2021

Take a look at Workflows inside HubSpot in this brief video.

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HubSpot Starting Blocks: Quotes Tour

July 28, 2021

This video explains how to use the Quotes feature in HubSpot. Check it out!

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HubSpot Starting Blocks: Lead Scoring

July 28, 2021

What is lead scoring? Why is it useful? How can you apply lead scoring in your HubSpot instance? Learn more in this video.

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HubSpot Starting Blocks: Creating Deal Stages

July 28, 2021

How do you create deal stages in HubSpot? This quick introduction explains.

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HubSpot Starting Blocks: Creating Pipelines

July 28, 2021

In this short training video, we explain how to create pipelines in HubSpot

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Sugar Version 11.1 and New(er) Support Portal Features

July 26, 2021

During this online user group discussion, our experts highlight some of the newer features of Sugar's support portal and the enhancements of the 11.1 release. Because SugarCRM was late releasing 11.1 and its notes, our team did not have time to install the new version for this user group -- HOWEVER -- our September 2021 user group on Sugar Serve will feature the newly installed 11.1 for a deeper dive, so tune in!

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Xpertdoc Document Generation Demo

June 23, 2021

View this quick demo of Xpertdoc inside SugarCRM to get a feel for what this document automation solution can do!

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Document Generation & Automation with Xpertdoc

June 23, 2021

Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the benefits of document automation and see a 4-part demonstration of Xpertdoc within SugarCRM. To view only the demo, please see our other video titled "Xpertdoc Document Generation Demo".

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Creatio Homepages: TAI User Group

June 21, 2021

Have you heard about Creatio's new homepages feature? In this online user group, our experts show you how to use homepages, discuss who can use them, and offer advice on when to use homepages versus different types of dashboards. Check it out!

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SugarPredict, Sugar Live, & Sugar Version 11: SugarCRM User Group

May 6, 2021

During this SugarCRM user group, our experts power through some key insights on SugarCRM's latest AI feature, SugarPredict, as well as Sugar Live and information about the version 11 releases across products.

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Creatio Business Rules: Dependently Required Fields

April 29, 2021

In this Creatio user group segment, Megan explains how to use the business rule for dependently required fields in Creatio. These business rules allow the user to define a logic to make fields required only when necessary. Megan demos an example.

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Creatio Business Rules: Filtered Lookup

April 29, 2021

In this user group segment, our Creatio experts describe and demo how to use filtered lookups as a business rule in Creatio.

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Creatio Business Rules: Dependently Read Only Fields

April 29, 2021

In this user group segment, our Creatio expert highlights how and when to use dependently read only fields in Creatio. These business rules allow you to define logic and lock fields for editing in specific situations.

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Creatio Business Rules: Calculations

April 29, 2021

In this clip from our recent Creatio user group, our experts discuss and demo how to use Creatio Business Rules to set up basic calculations that will update when a business rule is met.

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Creatio Business Rules: Showing & Hiding Elements

April 29, 2021

In this clip from our recent online user group, we show you how to set up business rules in Creatio to show and hide elements. Our Creatio experts also offers her tips for when to use this feature, and when to consider using multiple pages instead.

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Creatio Business Rules: Online User Group

April 29, 2021

In this full recording, our experts take users through the five different scenarios for using Business Rules in Creatio. We covered Creatio Business Rules a few years back in one of our older Creatio User Groups, however, since then, Creatio has added new features and functions to these capabilities. Tune into the video to see what is possible as our business analysts build out examples and explain their uses.

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HubSpot Starting Blocks: Setting Goals and Forecasts

March 22, 2021

Need to set goals and forecasts for sales teams in your HubSpot instance. This video gives a quick explanation on how to do it.

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