Articles

Articles and Blog Posts About Creatio (bpm’online) & Infor CRM (Saleslogix) and Related Products, Covering Product Information, Technical, & Development Topics

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There’s Still Time to Register!

  Find Out How Implementing Sales Creatio Can Benefit Your Organization  Sales Creatio is an award winning, cloud-based CRM that has a proven track record for helping organizations increase sales efficiency, improve sales outcomes, and strengthen customer relationships.  Sound like something you’d be interested in learning more about?  Join us on Wednesday, April 29th at 2pm CDT as […]

Filtering Lookups in Creatio (formerly bpm’online)

When you add a lookup to an object or page, the default behavior is not filtered, meaning the lookup will search through all records in the lookup object’s table. Often, this isn’t ideal. You can very easily use business rules on a page to set up a simple filter for a lookup, but this might […]

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 […]

KnowledgeSync v10 is The Most Powerful Version Yet

      Alerts and automation have been extended to 1,000s of web apps. The newest version of KnowledgeSync, an alerts and workflow solution that’s a perfect compliment to CRM, is now available.  KnowledgeSync v10 comes with a number of improvements meant to ensure vital information your organization needs never falls through the cracks, resulting […]

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