Business Success with CRM, CRM Consultant & Implementer | Success with CRM Consulting Inc.

Creatio Dev labs has released a new application business process to keep your installed Creatio Marketplace apps up to date. This process will notify the system administrator about updating the ...

Dick Wooden 3 Min Read

Read Article

Tailor made CRM Creatio CRM

Creating the folder views your want in Creatio CRM

While bpm'online has the ability to setup various folders (groups of records) to show columns of information, it cannot show different columns of data for each of the folders. For example, in an ...

Dick Wooden 7 Min Read

Read Article

Workflow Improvements Creatio CRM

Add powerful Kanban view in your Creatio CRM

One of our favorite Creatio capabilities is the Kanban view for any bpm'online section. This add-on provides drag & drop capability to quickly view and update data such as opportunities, projects, ...

Dick Wooden 4 Min Read

Read Article

Customer Experience Improvement Communications Improvement

12 Helpful features Beesender adds to Creatio

In previous posts we’ve shared about ways you can communicate with customers right from Creatio (bpm’online) with Beesender. This addition gives operators a tool to meet the immediate communication ...

Dick Wooden 7 Min Read

Read Article

Customer Communications Business Transformation

Say "Welcome" in Many Languages with BeeSender Chatbot

In an earlier post, "Communicate through messages, publications, chats and chatbots" , we introduced Beesender and its two marketplace applications: Bot Master for chatbots and Operator. In our ...

Dick Wooden 10 Min Read

Read Article

Creatio CRM Creatio updates

How to clean up duplicates in a Lookup list in Creatio

Keeping your CRM information accurate for better decision results One of the data maintenance options that needs to be performed at times is to clean up duplicated records in a lookup list like ...

Dick Wooden 3 Min Read

Read Article

Creatio CRM Creatio education