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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.
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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 ...
author Dick Wooden 7 Min Read
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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, ...
author Dick Wooden 4 Min Read
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12 Helpful features Beesender adds to Creatio

In previous posts we’ve shared about ways you can communicate with customers right from bpm’online with Beesender. This addition gives operators a tool to meet the immediate communication ...
author Dick Wooden 8 Min Read
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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 ...
author Dick Wooden 10 Min Read
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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 ...
author Dick Wooden 3 Min Read
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More comprehensive tools to improve efficiency, generate leads

Bpm'online introduces new solutions and templates on bpm'online marketplace for increased operational excellence.
author Dick Wooden 9 Min Read
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BeeSender ChatBot Use Examples

Our earlier post, "Communicate through messages, publications, chats and chatbots"  introduced you to Beesender, which works with bpm'online to send and receive message through two market place ...
author Dick Wooden 10 Min Read
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