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Tag: Customer Success Story

How One Company Took Customer Relationships to The Next Level

The QTI Group strengthened customer relationships after implementing Sales Creatio. When The QTI Group, an organization focused on helping businesses address HR needs, started looking for a way to deepen their customer relationships and unite their 4 lines of business they soon realized that there was no central place to access all of their customer information.  Instead that information was...

[Video] Sales Creatio Provides Measurable Benefits to Health e(fx)

Sales Creatio is part of the CRM Creatio (formerly bpm'online) suite, and whether you purchase it as a standalone product or implement it along with Marketing Creatio and Service Creatio, it is sure to have a positive impact on your bottom line and your customer's overall satisfaction.  Health e(fx) is a great example of how implementing Sales Creatio brought...

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 your CRM solution.  But where...

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.