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Business Success With Crm, Implementer & Guide Blog
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CRM specialists are here to help you get the answers you need in sales, marketing, and service software. Business success ideas and tips using, implementing, and optimizing Customer Relationship Management: Creatio (bpm'online) CRM and Infor (Saleslogx) CRM
Creatio No-Code Playbook Launch Coming
2022-07-21 15:18
We have some fantastic news to share! As you might have already heard, on October 4th, Creatio is launching the No‑Code Playbook, a framework that enables creators like your… Read More
2022-07-06 10:15
Creatio customers will see the automatic roll-out of the 8.0.2 release for the month of July 2022.  Here are some of the key features and capabilities included in Creatio version… Read More
Creatio Updates Version 8.0.1
2022-05-25 11:15
We are excited to introduce the latest update package for the Creatio products.  This is the first update for the 8.0 Atlas release. The new features and capabilities included in… Read More
Creatio- Major Update 8.0 Atlas
2022-02-09 12:00
Creatio presents its major platform update, 8.0 Atlas, to build applications and workflows with no-code and a maximum degree of freedom. The Atlas release includes reimagined no-co… Read More
Case Study: BNI, Workflow, And Creatio
2021-12-07 15:29
  Largest Referral Networking Organization selects Creatio to Accomplish Strategy and Get Needed Jobs Done I value my membership in BNI – Business Network International… Read More
Creatio Update V 7.18.4 Oct 2021
2021-10-25 19:30
We are pleased to announce that the Creatio 7.18.4 update package is here! The following new capabilities and improvements have been added to the Creatio product line. Duplicate s… Read More
2021-08-27 13:15
The Creatio team has released the No-code/Low-Codebuyers guide. If you are new to this technology or in a process of selecting the right vendor for your business, feel free to downl… Read More
The Art Of Conversation For Sales Teams
2021-08-27 11:15
Conversations with prospects can make or break a sale. When sales leaders train the rest of the team on how to have better conversations, revenue numbers will improve. A well-chosen… Read More
2021-06-17 15:00
Do you use mailing lists or webinars as part of your marketing strategy? Are landing pages for those how you capture prospects' contact information?  Good news! Creatio Marketi… Read More
Marketing Updates -Creatio V 7.18
2021-06-01 16:45
We are excited to have these Marketing Creatio improvements in the latest Creatio version 7.18, available first of June 2021.  These focus on managing email delivery schedule… Read More
Podcasts - Low-code Talks With Creatio
2021-05-06 10:30
Gain knowledge from thought-leadership insights, trends, and real-world cases from top industry experts and visionaries. Visit this assortment of Creatio podcasts and dive into a w… Read More
7 Emerging Trends That Will Define 2021
2021-04-09 16:51
It is evident that the pandemic has accelerated all automation and digital transformation initiatives by several years, but it is also clear that these trends will continue into the… Read More
2021-04-02 15:09
We are happy to introduce the latest updates for Creatio products, version 7.17.3 for end of March 2021.  These are the the best improvements. Sales, marketing, service and op… Read More
No-code Customization With Creatio
2021-02-10 17:45
Creatio low-code (no-code) CRM provides productivity enhancements right out of the box.  Creato provides a wealth of Guides on customizing Creatio configurations and adding cu… Read More
2021-01-21 11:30
This past year has taught us all a lot. Some of what we’ve learned has been beneficial, and some has been discouraging and downright frightening. Either way, business as usual… Read More
CRM Success = Software + What Else?
2021-01-14 11:00
There is a Better Way to Achieve the Desired Outcomes If you want your CRM initiative to be successful, focus on your corporate culture before you focus on your technology purchase… Read More
2021-01-08 12:30
How big does a company need to be before a CRM system is necessary? Many start-ups and small businesses assume that spreadsheets are good enough to track contact information for th… Read More
2021-01-07 14:46
If you want the best fit and the most benefit from a CRM system, we highly recommend creating use cases specific to your organization. What is a use case? And why is it so importa… Read More
Making CRM A Company-wide Strategy
2020-12-28 20:30
CRM is for everyone in the business The toughest challenge to overcome when introducing CRM is around the impact of the CRM across the entire business. While ROI and CRM  tool… Read More
2020-12-23 19:18
One of the strong benefits of the Creatio CRM system is the continual improvements being made to the platform. Available in the later part of December 2020 the latest version 7.17.1… Read More
Creatio CRM: Who Needs It?
2020-12-01 18:30
Not all software solutions are suitable for all organization. We understand that. As Creatio partners, we often get asked how an organization that’s in the market for a new C… Read More
Integrating Creatio And Quickbooks
2020-11-24 11:00
Connecting Creatio CRM and QuickBooks Accounting Quickbooks connector for Creatio provides Creatio users access to back office information they need when they need it. No need to s… Read More
2020-11-17 11:45
Creatio 7.17 major release continues the strategy to provide advanced capabilities to accelerate your sales, service, and marketing processes. Creatio introduced a major update to… Read More
2020-11-05 12:15
People X Processes X CRM multipliers We love seeing our clients discover new things about their businesses. They get excited when they see how the intersection of various factors c… Read More
Get Real About Relationships
2020-10-01 10:00
If ever it was important it would this disruptive year to get real about relationships. Soft skills and CRM for human interaction. Let’s talk about relationship. After all, i… Read More

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