Creatio vs. SugarCRM: Opportunities

In this clip from our comparison webinar, Justin and Megan highlight the differences between Creatio and SugarCRM's Opportunities.

Posted in:

,

Let's keep in touch

This recording is from a past event. To be notified of upcoming events, sign up for our mailing list below.

Related Videos

Banking
,
CRM
,
Creatio

Use Cases for Integrating CRM with Core Banking

June 7, 2024

In this clip from our webinar on Harnessing CRM-Core integration, we explain the main use cases for integrating these systems and highlight a real-world case study from one of our customers. Watch this short clip to learn more!

Banking
,
Creatio
,
Best Practices

Harnessing CRM-Core Integration to Optimize Efficiency [FULL RECORDING]

June 6, 2024

Banks and credit unions rely on their core for essential banking functions, but to enable personalized banking experiences and gain a unified view of customer interactions, institutions must integrate their core with their CRM. This webinar explains the key preparations necessary for banks and credit unions to have successful CRM and Core integration projects.

Banking
,
Creatio
,
CRM

Consumers Credit Union Boosts Member Satisfaction with Creatio CRM

June 3, 2024

Before Creatio, Consumers Credit Union didn’t have a CRM. Their members were frustrated by long wait times, and their staff was frustrated by having to jump between systems to learn basic member information. All of this was hurting their KPIs.

TAI integrated CCU’s core system, their consumer LOS, credit platform, and other systems with their new CRM, Creatio. Consumers Credit Union continues to grow into their CRM processes. Their members are seeing better service, and their employees are solving member problems with less frustration. CCU plans to continue their relationship with Technology Advisors, Inc. and Creatio.

Creatio
,
No Code
,
Banking

Using No Code to Support Banking Analytics + Demo

March 4, 2024

In this clip from our recent webinar, we explain how no code CRM, Creatio, enables a strong analytics strategy for banks. In addition, this clip shows a live demo of what some of those analytic strategies look like in action.

Banking
,
Creatio
,
No Code

Using No Code Analytics to Grow Your Bank [FULL RECORDING]

March 4, 2024

In this webinar, we explain why an analytics strategy is so important for today's banks, and how no code CRM drives analytics with predictive scoring, next best offer recommendations, and more!