Creatio

Solution

Creatio

This award winning CRM system helps businesses manage processes across the entire customer journey on a single low code platform. We help businesses understand their CRM requirements and processes to effectively onboard Creatio, which includes a process for guaranteed user adoption.

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Creatio
Service

Creatio Integration

Simply put, Technology Advisors, Inc. (TAI) is an expert integrator. We’ve been helping customers connect solutions like Creatio for more than a decade. Whatever your integration requirements, TAI has the tools and skillsets to deliver results.

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Creatio integration
Service

Creatio Enterprise Implementation

Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.

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Creatio Enterprise Implementation
Service

Creatio Advanced Implementation

Technology Advisors’ Advanced implementation process enables your custom fields, kickstarts your integrations, and sets up all your core functions to ensure your success with Creatio and maximize your ROI sooner.

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Creatio advanced implementation
Service

Creatio Basic Implementation

Creatio onboarding doesn’t have to be a painful process. Basic onboarding is a great fit for businesses that need simple implementations with professional results.

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Creatio basic implementation
Service

Creatio Implementation

No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.

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Creatio Onboarding
Service

Creatio Support

Your Creatio instance must be as dynamic and reliable as your skilled team. Creatio support with Technology Advisors is flexible to fit every size team, every budget, and every business.

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crm support pages level 2
Service

Creatio Training

Ready to get started with Creatio? Technology Advisors offers comprehensive training opportunities for your entire staff.

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Creatio Training
Upcoming Event

Creatio 101: Using the Mobile App Effectively

On October 19, 2021

Mobile apps let us take our information with us wherever we go. Especially now, with remote work becoming the norm across industries, this accessibility is even more important. Teams need easy access to customer information and they must be able to trust that information to make educated decisions…

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Blog

Improving Usability: Adding Field Hints in Creatio

February 17, 2020

Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.

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Creatio Field Hints
Blog

The Rise of Low Code: 2020 and Beyond

December 2, 2019

Low code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.

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Low code
Blog

How To Auto-Refresh Your Creatio Dashboard

October 7, 2021

CRM dashboards are meant to present a big picture that combines different data points as a quick and easy-to-understand visual summary. In Creatio, dashboards are built into each section with a rich feature set that lets you design and build them to suit any reporting needs.

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auto-refresh dashboard
Video

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…

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Blog

Tips for Building Your First Creatio Marketing Campaign

August 23, 2021

This blog post gives users a glimpse into the powerful tools found within Creatio's Marketing Campaigns.

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Creatio Marketing campaign
Podcast

Andy Zambito of Creatio

August 2, 2021

Andy Zambito, Chief Sales Officer, Americas at Creatio, joins Sam & Steve to talk about process management, CRM, digital transformation, low-code, tailored experiences, differentiation, speed of change, speed of operations, and more.

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Podcast Mic
Blog

Can Citizen Developers Help IT?

July 27, 2021

There’s been a lot of buzz recently about low code, no code, and citizen developers. With all the pressures for faster development cycles, stronger tech support, and better business applications, it’s no wonder people are getting excited at the prospect of citizen developers.

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citizen developers
Video

Creatio Homepages: TAI User Group

June 21, 2021

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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Blog

Use Cases for Creatio's Business Process Tools

May 18, 2021

Within this blog, you begin to learn the value behind Creatio's business process tools. Within Creatio's business process tools, users have the ability to understand how to automate more simple or complex processes within their organization.

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Understanding the value behind Creatio's Business Process tools
Video

Creatio Business Rules: Dependently Required Fields

April 29, 2021

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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Video

Creatio Business Rules: Filtered Lookup

April 29, 2021

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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Video

Creatio Business Rules: Dependently Read Only Fields

April 29, 2021

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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Video

Creatio Business Rules: Calculations

April 29, 2021

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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Video

Creatio Business Rules: Showing & Hiding Elements

April 29, 2021

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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Video

Creatio Business Rules: Online User Group

April 29, 2021

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…

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