Articles by Brianna Ojard

This Innovative CRM Now Has a New Name

          Last week some big news dropped – bpm’online officially changed its name to Creatio.  And they didn’t just announce this change with a standard press release, they went big.  Jump out of a plane big.  Did you miss it?  Take some time and watch the video.  The name change isn’t […]

Need Better Lead Management? Look to This Award Winner

Bpm’online (now Creatio) continues to be recognized as a first-rate CRM. Last month we shared that bpm’online has been recognized as a CRM Market Leader by CRM Magazine in 3 key categories.  This month we’re pleased (but not surprised) to announce that bpm’online has done it again, this time being recognized as a Leader in […]

This is The Most Unique Renaming Event Ever!

Taking place October 30th, 2019 at 10am EDT.                     Bpm’online is getting a new name.  What?!?  That’s right, after 17 years the name is getting an overhaul to better represent the company they’ve become and their strong belief that everyone should be able to automate ideas […]

The CRM Magazine 2019 Award Results Are In

Bpm’online (now Creatio) leads in 3 important categories. Every year CRM Magazine releases their CRM Market Leader Award winners and this year bpm’online was acknowledged as a CRM Market Leader.  Anaysts from various industry experts such as Forrester Research, Nucleus Research, and G2Crowd, judged the leading CRM vendors to choose the top five solutions in […]

3 Reasons You Don’t Want to Miss This Webinar

Join us on Wednesday, August 21st at 2pm CDT Are you registered for this week’s bpm’online webinar? If the answer is no, we think you should reconsider. Here are the top 3 reasons you should join us: Familiarize yourself with what the next generation of CRM solutions can do. Learn about the transition to low-code/no-code […]

Creatio (formerly bpm’online) v7.14.2 Has Been Released

Learn about the new features in this release. Bpm’online is committed to providing regular updates that will accelerate your your business, and v7.14.2 is no exception.  Highlights of this update include: Bpm’online Marketing   Macros are now connected to the [Audience] detail in the [Sender’s name] and [Email] fields. For example, if the email body […]

Creatio (formerly bpm’online) is a Leader in Sales Force Automation

Gartner’s 2019 Magic Quadrant for Sales Force Automation has been released.   Bpm’online moved from the Sales Force Automation Challenger category in 2018 to Leader in 2019.   Gartner found that one of the strengths of bpm’online, among many, was product execution: “Bpm’online provides a UI that is easy to follow and modern. The sales product […]

What You Need to Know About Cloud Security and AWS

  As you’ve probably noticed, more and more software is being offered as SaaS, which means more and more data is being stored in the cloud. The ease of being able to access the information you need from literally anywhere with an internet connection is tempered with concerns about security.  Data security is a top […]

BI for Infor CRM: Advanced Analytics Out, Birst In

  For a very long time Advanced Analytics was the main Business Intelligence (BI) tool available for Infor CRM but, as you may have heard, Advanced Analytics is slowly fading away into the sunset.  It is no longer for sale through Infor and 2020 is the year the product reaches its EOL.  However, Infor’s not […]

CRM Watchlist Winner’s for 2019 Have Been Announced

Bpm’online (now Creatio) recognized for the 5th time. The CRM Watchlist for 2019 recently announced it’s winners and bpm’online once again made the cut.  Out of the 73 competitors, 12 were chosen based on a myriad of criteria: Interested in learning more about bpm’online?  Visit our bpm’online product page, sign up for a free trial, or drop us […]

Expert Advice for Aligning CRM Sales, Marketing, and Service

Reserve your spot for this can’t miss webinar. This month Paul Greenberg, also known as the Godfather of CRM and author of “CRM at the Speed of Light”, is joining with bpm’online to discuss how to use CRM in a way that will align sales, marketing, and service.  Developing alignment of these core areas of CRM […]

Do You Need to Transform Your CRM Strategy in 2019?

You most likely do. Can you believe that in a couple weeks it will be Thanksgiving?  Before you know it we’ll be ringing in the New Year.  And while it may seem like it’s a ways off, now is the time to evaluate your CRM strategy to make sure that in 2019 you fully leverage […]

Using InboxGuru? Whitelist This IP

Important announcement for all InboxGuru users. InboxGuru sent out the following email this morning.  Let us know if you have questions.       Important Update: New IP Address to Whitelist Quick and Simple Happy Friday to all of you! We have a request for each of you before we begin the weekend. Please notify […]

Infor Xtreme Portal is Getting a New Name

Expect to start noticing changes over the coming months. The Infor Xtreme Portal is getting a new name, and I think it’s about time.  There is nothing “extreme” about it, so the name never made sense.  It’s a support portal, where end users and Business Partners go to report issues, search the knowledge base, and […]

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