Videos
Document Generation & Automation with Xpertdoc
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
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
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
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
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
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
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
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
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
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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HubSpot Starting Blocks: Adding a Document to an Email Template
Templates in HubSpot are a great way to send quick messages without having to recreate the same email over and over. In this video, we'll explain how to add a document to your template so it is automatically included each time you send the email.
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HubSpot Starting Blocks: Marketplace Tour
HubSpot's Marketplace allows you to easily connect other tools to your HubSpot instance. Here's a quick overview of that Marketplace and its supporting features.
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HubSpot Starting Blocks: Adding a Persona to a Contact
HubSpot users can define buyer personas in their instances that match the types of customers they're targeting. In this video, we'll show you how to apply those buyer personas to your contact records.
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HubSpot Starting Blocks: Create Sharable Link
How can you create shareable links in HubSpot to share documents and other uploaded assets? This quick video explains.
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HubSpot Starting Blocks: Creating Products
This short video guides you on where to find Products in HubSpot and how to create a list of your products for later use.
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HubSpot Starting Blocks: Making a Persona
This quick video explains where to find HubSpot's free tool for creating buyer personas and how to get started.
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HubSpot Starting Blocks: Schedule an Email
Ready to schedule your first email in HubSpot? This video shows you how and explains your options.
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HubSpot Starting Blocks: Setting up Buyer Personas
Wondering how to add and edit buyer personas in your HubSpot instance? This quick video explains how.
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HubSpot Starting Blocks: Uploading Documents
Learn how to easily upload documents in HubSpot with this quick training video from Technology Advisors.
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Creatio vs. SugarCRM: Mobile
In this segment of our comparison, we look at Creatio and SugarCRM's mobile applications.
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