Videos

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 capabilities. Tune into the video to see what is possible as our business analysts build out examples and explain their uses.

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HubSpot Starting Blocks: Setting Goals and Forecasts

March 22, 2021

Need to set goals and forecasts for sales teams in your HubSpot instance. This video gives a quick explanation on how to do it.

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HubSpot Starting Blocks: Adding a Document to an Email Template

March 22, 2021

Templates in HubSpot are a great way to send quick messages without having to recreate the same email over and over. In this video, we'll explain how to add a document to your template so it is automatically included each time you send the email.

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HubSpot Starting Blocks: Marketplace Tour

March 22, 2021

HubSpot's Marketplace allows you to easily connect other tools to your HubSpot instance. Here's a quick overview of that Marketplace and its supporting features.

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HubSpot Starting Blocks: Adding a Persona to a Contact

March 22, 2021

HubSpot users can define buyer personas in their instances that match the types of customers they're targeting. In this video, we'll show you how to apply those buyer personas to your contact records.

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HubSpot Starting Blocks: Create Sharable Link

March 22, 2021

How can you create shareable links in HubSpot to share documents and other uploaded assets? This quick video explains.

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HubSpot Starting Blocks: Creating Products

March 22, 2021

This short video guides you on where to find Products in HubSpot and how to create a list of your products for later use.

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HubSpot Starting Blocks: Making a Persona

March 22, 2021

This quick video explains where to find HubSpot's free tool for creating buyer personas and how to get started.

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HubSpot Starting Blocks: Schedule an Email

March 22, 2021

Ready to schedule your first email in HubSpot? This video shows you how and explains your options.

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HubSpot Starting Blocks: Setting up Buyer Personas

March 22, 2021

Wondering how to add and edit buyer personas in your HubSpot instance? This quick video explains how.

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HubSpot Starting Blocks: Uploading Documents

March 22, 2021

Learn how to easily upload documents in HubSpot with this quick training video from Technology Advisors.

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Creatio vs. SugarCRM: Mobile

March 4, 2021

In this segment of our comparison, we look at Creatio and SugarCRM's mobile applications.

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Creatio vs. SugarCRM: Workflows

March 4, 2021

In this clip, we view the differences between how Creatio and SugarCRM display and handle Workflows.

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Creatio vs. SugarCRM: Filtering & List Views

March 4, 2021

During this portion of our comparison webinar, Megan and Justin compare SugarCRM and Creatio's Filtering and List Views.

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Creatio vs. SugarCRM: Opportunities

March 4, 2021

In this clip from our comparison webinar, Justin and Megan highlight the differences between Creatio and SugarCRM's Opportunities.

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Creatio vs. SugarCRM: Leads Module

March 4, 2021

During this segment of the comparison webinar, Justin and Megan demo the Leads Modules of Creatio and SugarCRM for comparison.

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Creatio vs. SugarCRM: Email Features & Integration

March 4, 2021

In this clip from our comparison webinar, our experts demo the email features available in both Creatio and SugarCRM.

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Creatio vs. SugarCRM: Look & Feel

March 4, 2021

In this clip from our recent comparison webinar, Megan and Justin show us the differences between Creatio and SugarCRM's general look and feel.

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Creatio Online User Group: Dynamic Case Management

February 23, 2021

In this online user group discussion, our Creatio expert, Megan, highlights Creatio's tool for managing unstructured business processes.

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Creatio vs. Infor: Workflows

January 28, 2021

During this webinar, our experts demonstrated how Creatio CRM and Infor CRM fared when they battled head-to-head. This clip looks specifically at their workflows.

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