Videos

The Basics of Building Processes in Creatio

March 19, 2020

A major strength of Creatio is its process-oriented approach that creates repeatable steps that improve efficiencies, streamline operations, and foster visibility across departments. During this online user group, our experts lay out the basics of process building to help any user get up and running with this important feature.

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Sugar Connect: Online User Group

January 23, 2020

During this online user group session, our SugarCRM experts discuss the features and functions of Sugar's email plug-in, Sugar Connect.

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Using Creatio Section Wizard to Create Fields and Configure Layouts

January 17, 2020

During this online user group, our experts show you how to use Creatio's Section Wizard to create new sections and modify existing sections in your instance

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SugarCRM Online User Group: Sugar Serve

November 15, 2019

In this online user group, our experts discuss and demo the Sugar Serve product for customer service and customer retention.

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Working with Duplicate Rules in Creatio

November 7, 2019

In this online user group discussion, our experts show us how to find and merge duplicates in Creatio.

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Sugar's New Product Suite: An Overview

September 20, 2019

In this online user group, our Sugar experts run over the three new offerings in Sugar's product suite, what they include, and how these changes affect new and current customers.

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Using Business Rules with Fields in Creatio (formerly bpm'online)

September 19, 2019

In this online user group, our Creatio experts show you how to configure business rules for fields, how to require those fields, hide unwanted fields, etc.

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Sugar Market: Online User Group

August 23, 2019

During this online user group, we get the inside scoop on SugarCRM's new Sugar Market platform. What does it look like? How does it help marketers?

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Infor CloudSuite CRM: Demo

August 12, 2019

This quick demo highlights the main aspects of the newly released Infor CloudSuite.

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Infor CloudSuite: Mobile Strategy and Update

August 12, 2019

In this clip, we take a look at Infor's CloudSuite mobile strategy for 2019 and beyond.

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Infor CloudSuite: Enterprise Roadmap

August 12, 2019

What does Infor's Enterprise Roadmap look like? How does the new CloudSuite tie into that? This clip reveals the answers.

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Infor CloudSuite CRM: An Inside Look

August 12, 2019

In this webinar, we take our first look at Infor's new CloudSuite and we learn what's in store for the product going forward.

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Using Filters and Dashboards in Creatio

July 15, 2019

This online user group discusses basic and advanced filtering, the creation and sharing of folders, and how to create and share dashboards.

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Creating & Sharing Folders in Creatio (formerly bpm'online)

July 15, 2019

In this clip, we learn how to create and share folders in Creatio.

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Basic & Advanced Filtering in Creatio

July 15, 2019

In this user group clip, our expert shares how to do basic and advanced filtering in Creatio.

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New Releases - Creatio (formerly bpm'online) July 2019

July 15, 2019

Our Creatio expert runs through new releases of the product (up to July 10, 2019) in this online user group clip.

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Sugar Mobile Capabilities Review

June 20, 2019

During this online user group discussion, we discuss Sugar's mobile app - how does it work, what can it do, how can you install and use it?

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Installing the Sugar Mobile App

June 20, 2019

What do you need to do to install the Sugar mobile app? What should you know about the app and installation? This clip has the answers.

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Finding Data on the Sugar Mobile App

June 20, 2019

How can you find the data you need using Sugar's mobile app? Check out this clip to find out.

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Popular Uses for the Sugar Mobile App

June 20, 2019

What are some of the most popular uses for the Sugar mobile app? Our Sugar experts tell you in this user group clip.

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