Videos

[FULL RECORDING] What's New & Upcoming in SugarCRM?

March 30, 2022

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.

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[FULL RECORDING] Enabling Process Automation in Banking

March 22, 2022

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.

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[CLIP] No Code Process Automation In Action

March 22, 2022

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.

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[CLIP] Process Automation's Tie in with Banking Innovation

March 22, 2022

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.

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[CLIP] Tech Trends Helping Banks Compete

March 22, 2022

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.

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[CLIP] Biggest Forces at Play for Banking and Finserv

March 22, 2022

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.

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TAI Helps ComplyNet Bolster CX with Sugar Serve

March 11, 2022

Watch this short video to learn how TAI helped our automotive compliance customer, ComplyNet, deliver stronger CX with Sugar Serve

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Service Creatio Customer Portal - Clip

February 24, 2022

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!

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Service Automation in Creatio [Online User Group]

February 24, 2022

Which service functions are available in Service Creatio to help you automate your processes and route customer cases? This user group explains.

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HubSpot User Group Demo of Chatbot (video clip)

February 18, 2022

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.

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HubSpot Chatbots User Group

February 18, 2022

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.

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Technology Challenges of Independent Seed Growers & How CRM Can Help Overcome Them

January 3, 2022

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.

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Printable Forms in Creatio: Online User Group

December 14, 2021

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...

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Tackling Life Science Challenges with No-Code To Adopt A “Digital-Health-First” Mindset

November 23, 2021

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.

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Phasing Digital Transformation to Mitigate Risk and Ensure Success

November 23, 2021

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.

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What's New in Sugar 11.2?

November 18, 2021

Curious about the new features and functions in the 11.2 SugarCRM release? Our team highlights them in this online user group. Some of the features they discuss are new timeline views, new filtering, sentiment scores, document merging, and dark mode.

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Creatio Online User Group: Mobile App

October 20, 2021

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!

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How Technology Advisors Uses Sugar Serve For Customer Support

September 23, 2021

In this video, we walk you through how our team uses the features and functions of Sugar Serve to better support our customers. Check this out to view the real-world use case for this application.

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Creatio Online User Group: Campaigns

August 24, 2021

During this online user group discussion, we highlight Campaigns in Creatio Marketing. How do they work? What are campaigns in Creatio Marketing? What are their benefits? What's new with Campaigns? How can you build and report on Campaigns? Check out this recording to find out the answers to these questions!

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Exciting Updates to Infor 8.5

August 18, 2021

In this 30 minute demonstration, our Infor expert highlights some of the new features of Infor 8.5, explaining how they work and how they can be used.

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