Videos

Creatio
,
No Code
,
CRM
,
Banking

How to Get Started with No Code CRM

February 17, 2023

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.

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Creatio
,
No Code
,
Banking
,
Financial Services

The Challenges of Disconnected Banking & How CRM Solves for It

February 17, 2023

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.

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Creatio
,
Banking
,
Financial Services

The Software Landscape Reality for Banks & Credit Unions

February 17, 2023

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.

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No Code
,
Banking
,
Financial Services
,
Creatio

One Software to Rule Them All

February 16, 2023

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.

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Infor CRM SLX

Infor 9.0: All You Need to Know

December 9, 2022

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.

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Business Intelligence

Sapiens.BI Full Overview

October 24, 2022

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.

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CRM
,
Best Practices

CRM Risk Analysis & Management

October 6, 2022

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.

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HubSpot

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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Creatio

[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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Creatio

[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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Creatio

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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Banking
,
Financial Services
,
Creatio

[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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Banking
,
Financial Services
,
Creatio

[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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Financial Services
,
Banking
,
Creatio

[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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Financial Services
,
Banking
,
Creatio

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

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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Creatio

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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Creatio

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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