Videos

Calculating Software ROI

October 30, 2020

In this session, we’ll explain how to calculate the ROI of your software investments to ensure they provide value to your company. Whether you’re a first-time software buyer, or you are looking to switch solutions, this presentation will give you the tools to make educated choices.

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How Much Does it Cost to Deploy CRM?

October 30, 2020

In this session, we’ll help you understand all the moving parts to purchasing and deploying a CRM solution. Use what you learn from this session to guide informed decision making on your software purchases.

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Building a Low Code Process in Creatio

October 30, 2020

After a brief discussion on the benefits of low code applications, we will build an expense tracking & approval section in Creatio. You will see how quickly (and without coding) you can add a new section, create fields, use business rules, and create processes.

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SugarCRM Email Configuration Changes 2020

October 22, 2020

In this clip from a recent SugarCRM Online User Group, our Sugar expert, Megan, discusses how changes by two major email providers - Microsoft and Google - will affect SugarCRM email configuration.

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Sugar Serve: Features & Functions

October 21, 2020

During this online user group, our SugarCRM experts, Justin and Megan, cover topics relating to SugarCRM's "Sugar Serve" CX solution. They look at the service console, case routing and assigning cases based on work hours, SLA tracking, knowledgebase, and much more. Check it out!

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Aligning Sales & Marketing for Success

October 14, 2020

During this webinar -- co-hosted with marketing & sales leader, HubSpot -- we discuss strategies for aligning your sales and marketing through your software to increase customer acquisition rates and build a collaborative, resilient strategy that delivers better outcomes for everyone.

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Creatio Coffee Break | October 2020

October 6, 2020

Join us for a virtual coffee break after Creatio's ACCELERATE conference! We'll use our 30+ years of CRM and software experience to answer your questions and teach you strategic approaches for successful CRM deployment. Register at techadv.com/coffee!

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You're Invited! ACCELERATE Global 2020

September 30, 2020

Check out our awkward (but fun!) video invitation for Creatio's 2020 virtual Accelerate conference. It's a fantastic FREE opportunity to learn about low-code technology, CRM, business growth strategies, and much more! It's happening on October 28. Register here: https://www.creatio.com/page/accelerate?partner=technologyadvisors

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Infor Administrator Training_September 2020

September 24, 2020

During this Infor CloudSuite training session, our Infor expert goes over Teams, Security, Roles, Users, Groups, and Picklists

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Leveraging Marketing to Increase Sales: YOUR BLOG

September 16, 2020

In this clip from our thought-leadership webinar, we highlight some key tactics for improving your blogging, finding keywords and topics to write about, and ultimately driving inbound traffic.

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Leveraging Marketing to Increase Sales: YOUR WEBSITE

September 16, 2020

In this clip from our thought-leadership webinar, we highlight some key tactics for improving your website to drive inbound traffic.

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Leveraging Marketing to Increase Sales in Uncertain Times [FULL RECORDING]

September 16, 2020

Together with marketing powerhouse, HubSpot, we’ll discuss how to leverage marketing strategies to attract good fit prospects, build credibility and trust, and nurture qualified leads to acquire more customers and increase revenue and retention during times of economic uncertainty.

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SugarCRM Product Roadmap_July 2020

July 22, 2020

During this special user group presentation, SugarCRM VP of Product Marketing, David Campbell, lays out which new features and functions SugarCRM has in store for the near term, mid-term, and long term.

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Creatio User Group: Update on 7.16 and Analytics in 7.16.1

July 15, 2020

During this online user group discussion, we learned about the latest updates to Creatio's Reports and Analytics, including changes to the functionality, a data analytics tools roadmap, and more.

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VIDEO TESTIMONIAL: Hershey’s Ice Cream empowers sales with low-code CRM

June 17, 2020

Learn how we helped our customer, Hershey's Ice Cream, improve sales and operations with Creatio CRM.

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Product Battle: Creatio vs Infor

June 10, 2020

Do you want your organization to be more efficient and competitive especially during the times of market uncertainty? In this product battle, you’ll have a chance to go through every step of the lead & opportunity management process using two renowned products.

The uncovered findings can help the business convert your leads into cash more efficiently to accelerate growth in this challenging time.

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SugarIdentity & Single Sign on with Okta

May 6, 2020

During this online user group discussion, our experts dive into topics around Cloud user management and SSO with SugarCRM

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The Power of Marketing Creatio

May 1, 2020

In this online user group discussion, our Creatio expert provides an inside look at the capabilities of Creatio's Marketing solution.

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Creatio Hubspot Essentials

April 6, 2020

StarfishETL is releasing the first in a series of pre-built integrations, StarfishETL Essentials, for Creatio & HubSpot. Essentials are pre-built integrations that can be deployed quickly, be customized to fit your exact needs and are free with the StarfishETL Professional Edition subscription.

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Sugar Discover: Online User Group

March 19, 2020

In this online user group, our experts, along with guest presenter Jake Cornelius of SugarCRM, dive into the newly released Sugar Discover analytics tool to demo how it works and lay out what's coming down the pipeline.

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