Videos
[CLIP] Sugar Sell & Serve Enhancements in SugarCRM 11.3
Sugar's 11.3 release offered some sales-focused and service-focused enhancements in Sugar Sell and Sugar Serve. This clip from a recent user group highlights those changes.
Watch Video
[CLIP] Calendar Enhancements in Sugar 11.3
What new things can you do with the latest calendar updates in Sugar? This quick clip from our user group shows you.
Watch Video
[CLIP] Studio & Admin Enhancements in Sugar 11.3
What does 11.3 offer in the way of better Studio and administration features? This clip from our recent user group explains.
Watch Video
[CLIP] UI and UX enhancements in Sugar 11.3
How does the 11.3 release of SugarCRM improve user experience and user interface? This clip from our recent user group explains and shows you the new features in action with a live demo.
Watch Video
[FULL RECORDING] What's New & Upcoming in SugarCRM?
Sugar’s version 11.3 release offered some new features and capabilities around UX/UI, studio and administration enhancements, calendar enhancements, and more. Sugar 12 comes with some BIG changes to licensing and pricing. We discuss both in this user group.
Watch Video
[FULL RECORDING] Enabling Process Automation in Banking
In this webinar we dive into the trends affecting banking tech and learn how banks are using process automation and no code to pivot with the evolving Finserv landscape.
Watch Video
[CLIP] No Code Process Automation In Action
In this demo clip from our recent banking webinar, our expert highlights some common use cases for applying no code process automation at Finserv organizations.
Watch Video
[CLIP] Process Automation's Tie in with Banking Innovation
During our webinar on process automation in banking, we addressed the core challenges of the industry and discussed the technologies banks and Finserv organizations were adopting to remain competitive. In this section, we tie those concepts with process automation to explain real-world applications where Finserv organizations are putting it into action.
Watch Video
[CLIP] Tech Trends Helping Banks Compete
Which technologies are banks and Finserv organizations adopting to remain competitive in today's marketplace? This clip from our recent webinar highlights the top tech in play.
Watch Video
[CLIP] Biggest Forces at Play for Banking and Finserv
In this clip from our webinar on enabling process automation in banking, we explain of the biggest factors (technical and non-technical ) affecting the Finserv industry right now.
Watch Video
TAI Helps ComplyNet Bolster CX with Sugar Serve
Watch this short video to learn how TAI helped our automotive compliance customer, ComplyNet, deliver stronger CX with Sugar Serve
Watch Video
Service Creatio Customer Portal - Clip
In this quick clip, our Creatio expert shows you how a customer portal in Service Creatio would look from a user's perspective, and from the agent's perspective. Check it out!
Watch Video
Service Automation in Creatio [Online User Group]
Which service functions are available in Service Creatio to help you automate your processes and route customer cases? This user group explains.
Watch Video
HubSpot User Group Demo of Chatbot (video clip)
In this clip from a recent HubSpot user group, our partner demonstrates how to build a simple chatbot workflow with if/then logic in the HubSpot platform.
Watch Video
HubSpot Chatbots User Group
Chatbots are extremely useful to support omnichannel sales, marketing, and customer service. In this HubSpot user group, we'll explore how you can use your HubSpot chatbot for stellar customer experiences and streamlined business initiatives.
Watch Video
Technology Challenges of Independent Seed Growers & How CRM Can Help Overcome Them
The agribusiness industry is one of the largest industries in the world. Independent seed growers must lean into technology to the hold their own against larger competitors. This video looks at four major challenges these independent vendors face and how CRM can change the dynamic.
Watch Video
Printable Forms in Creatio: Online User Group
In this online user group, our experts explain printable forms in all their glory! What applications do they have in Creatio? How do you set them up? What kinds of add-ons are available to enhance their uses? Check out the recording to find out the answers...
Watch Video
Tackling Life Science Challenges with No-Code To Adopt A “Digital-Health-First” Mindset
Our CEO, Sam Biardo, interviews Terri Schiffer of Onco360, about her company's use of Creatio and the security, marketing, and low code features that led her team to adopt the solution.
Watch Video
Phasing Digital Transformation to Mitigate Risk and Ensure Success
Digital transformation projects that are phased are more likely to succeed. In this video, Sam uses probability theory to explain why this is the case and offers tips for mitigating risk and ensuring long term success.
Watch Video
Creatio Online User Group: Mobile App
In this user group session, our experts highlight Creatio's mobile application and its features. They also explain how admins can configure mobile settings and workflows for mobile app users. Check it out!
Watch Video