Videos
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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Creatio vs. SugarCRM: Workflows
In this clip, we view the differences between how Creatio and SugarCRM display and handle Workflows.
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Creatio vs. SugarCRM: Filtering & List Views
During this portion of our comparison webinar, Megan and Justin compare SugarCRM and Creatio's Filtering and List Views.
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Creatio vs. SugarCRM: Opportunities
In this clip from our comparison webinar, Justin and Megan highlight the differences between Creatio and SugarCRM's Opportunities.
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Creatio vs. SugarCRM: Leads Module
During this segment of the comparison webinar, Justin and Megan demo the Leads Modules of Creatio and SugarCRM for comparison.
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Creatio vs. SugarCRM: Email Features & Integration
In this clip from our comparison webinar, our experts demo the email features available in both Creatio and SugarCRM.
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Creatio vs. SugarCRM: Look & Feel
In this clip from our recent comparison webinar, Megan and Justin show us the differences between Creatio and SugarCRM's general look and feel.
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Creatio Online User Group: Dynamic Case Management
In this online user group discussion, our Creatio expert, Megan, highlights Creatio's tool for managing unstructured business processes.
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