Dealing with Deleted Data in a Creatio Integration
When syncing data between two applications, most integrations only sync new and updated data. But some applications allow the deleting of data, and you may wish to include data deletions in your integration by deleting the corresponding data from the other application as well. When data is deleted in Creatio, it is fully deleted from the database. This means there is nothing to query on to identify deleted data, making it more difficult to sync deletions. But there are ways to work around this!
Triggering a Creatio Business Process via Messaging to Refresh Key Data
Creatio has an awesome low code/no-code business process framework that makes data updates very easy to build. Business processes work in the background, which means that after all the data updates are done, it finishes its work and then notifies the UI so the UI can then decide to update itself…
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Top 8 Important KPIs for Sales Teams in 2022
Sales KPIs measure how effective a specific activity is for reaching your goals. There are lots of different KPIs to choose from based on your business goals. Focusing on the wrong metrics can misguide your team and will result in failures if not done correctly.
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Giving Meaningful Recognition to Juneteenth in the Workplace
In June of 2021, Juneteenth was officially declared a Federal Holiday and is celebrated across the United States. It’s important for companies who value diversity and inclusion to acknowledge and honor Juneteenth’s history.
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Evolving Leadership and Modern CRM
Good leadership has always been an essential part of ensuring business processes run smoothly and deliver a good customer experience. CRM requires teams and leaders that understand the customer, their needs, and broader changes in society.
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The Lowdown on Creatio’s Atlas 8.0 Application Hub & Freedom Designer
The latest Creatio release – Atlas 8.0 – revealed some exciting new features! The Application Hub and Freedom Page Designer have brought no code design to a whole new level. The latest Creatio release is putting new tools for customizing apps, pages, and sections directly in the hands of users so…
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7 Innovative CRM Trends to Pay Attention to in 2022
In this article, we’ll explain why it’s so important to implement the best CRM software in your business and what changes we’ll see in its development throughout the remainder of 2022.
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Are Your Management Team Meetings Effective?
Like many of us, we spend a lot of time in meetings, and not all of these meetings feel effective. Some meetings have become a monotonous cycle of attendees taking turns making status reports, with very little conversation about any of the reports, or really any dialogue between people in the…
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9 Insurance Trends Shaping the Industry in 2022
The use of technology in the insurance industry has increased and defined the ways services are provided. As customer expectations shift and demands fluctuate, Insurance companies must rely on tech to overcome the evolving challenges. Here are nine insurance trends that are shaping the industry in…
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How to Build an Activity Validation Rule in Creatio Using an ESQ Query Involving a Parent Object
When building complex validations in Creatio, it can sometimes be better to optimize the validation rules using code. As an example, we recently needed a validation that would check for certain data conditions in a related object when an Activity was saved. Specifically, we needed the Activity…
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How a Modern Technology Infrastructure Can Help CRE Better Adapt
The CRE workforce is one of the oldest in the nation, with at least 37% of its personnel comprised of those aged 55 and older. These elder workers are slow to adopt new technologies, and in turn the commercial real estate industry has traditionally been a laggard with modern tools. Younger generations aren’t jumping at hiring opportunities either, as they are hesitant to work in such a low-tech field; but there may be hope.
Essential SEO Strategies For E-Commerce Websites
In order to get your products in front of the right audience, you must optimize your pages for search engines. Follow these tips and strategies to improve your website ranking on the search engines with relevant keywords.
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9 Email Marketing Features You Need in 2022
In this article, we’ll cover some of the most important email features for marketers to look for in 2022. Without these critical tools, you’ll be at a significant disadvantage compared to competitors that are working with a more robust toolkit.
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Unique Tips to Improve Your Sales Outreach Strategy
Developing an effective sales outreach strategy is critical for companies offering products and services. A good plan can make or break a business’s success, as it’s an essential tool in a sales representative’s toolbox. If your operation fails to hit its targets, it may be time to reassess your…
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How To Centralize and Lower your Overall Codebase via Creatio Server Side Processing
A CRM system is an independent application and works like a central hub to combine data from different sources into one system. For this to happen effectively, there must be external data feeds and integrations that bring in data to your CRM, in addition to all the user input data.
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Backlinks for SEO: Making the Most of Them
Backlinks are valuable to SEO because they are a signal to search engines about your content’s quality. The more external sites that link back to you, the more authority your content is regarded with, and the higher search engines rank you in their search results.
8 Green Initiatives Businesses Should Implement
With green initiatives becoming increasingly popular, many businesses are adapting to becoming more environmentally friendly. This won’t happen overnight, but helping to reduce your carbon footprint will be beneficial in the long run. Here are ways to make your business greener this year.
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Utilizing the Doc Merge feature of SugarCRM
You create and design your own custom templates, and using Doc Merge, you can create individual or multiple documents within minutes. This powerful feature will save you time producing common documents within Sugar while linking these documents to Sugar records for future reference.
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Resolving Common Issues with the SugarCRM Outlook Plug-in
The SugarCRM Outlook Plug-in is a free tool you can downloaded from your instance of SugarCRM. This plug-in allows you to sync emails, meetings, calls or tasks to your instance of SugarCRM either manually or automatically.
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Chrome Trick to Clear Your Browser Cache for a Specific Website
If caches can cause issues, then why are files cached in the first place? Nearly every website you visit will cache files to your local computer to speed up website loading. The logic is that, if the file is already on your computer, then it doesn’t need to be downloaded, and the website will…
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Supercharging SugarCRM Part 3: SugarPredict
In part three of our series on enhancing SugarCRM using add-ons, we’re discussing how using SugarPredict offers deeper insight on the data you are currently storing within your CRM. This add-on helps sales and marketing teams define their goals and create more accurate predictions about leads and…
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[INFOGRAPHIC] Top 6 Use Cases for PMS and CRM Integration for Hotels
Hospitality is all about providing your guests with experiences they won’t forget, especially when it comes to location and places to stay. Making your guests a priority will ensure all information is in-check and you have everything you need to provide quality services to fit their standards.
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Sugar’s Project Constellation: New Sell Editions Updates
SugarCRM has accelerated updates to its product suite in the past few years. In 2019 the company made waves by introducing Sugar Sell, Serve, and Market. Now they’re shaking things up yet again.
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Tip: A Better Way to Export Creatio Data via the SQL Executor
If you are using the SQL Executor marketplace add-on for Creatio, you will likely have a need not to just run queries, but also to export data to your spreadsheets or other systems for analysis.
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Supercharging SugarCRM Part 2: Sugar Hint
In part two of our three-part series on SugarCRM add-ons, we’re highlighting Sugar’s intelligent data enrichment tool, Sugar Hint. Sugar Hint uses artificial intelligent to provide insight on your accounts, contacts, or leads by pulling external information from social media, company details,…
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