RESOURCES

Get to know everything about the technological happenings of the CRM world through our eyes.​

Advisory Excellence | Innovation in Action

Driving Digital Transformation in the Transportation Industry

July 22, 2025

There is no doubt that the transportation and logistics industry is going through a digital revolution. With new

Overcoming Inefficiencies for Unparalleled Customer Experience and Growth​

July 22, 2025

Discover how First United Bank & Trust transformed customer service and case management by adopting Creatio's advanced CRM

CRM Solutions for Credit Unions: 6 Strategies to Boost ROI and Expand Membership Now

July 22, 2025

Discover CRM for credit unions. Adopt key strategies to improve member experience with personalized marketing, and boost ROI

CRM solution that streamlines & automates operations across multiple business areas

July 21, 2025

Find out about Groupe Forget's project experience in moving to a forward-thinking CRM solution that streamlines & automates

Customer Experience Trends and CRM Playbook

July 21, 2025

To celebrate the occasion, we’ve compiled our must-know best practices and trends around Customer Experience, backed by our

Transforming Member Experience and Enhancing Operational Efficiency

July 21, 2025

ABOUT THE CUSTOMER Generations Federal Credit Union (Generations FCU) is a credit union based in Texas boasting a

How to use social media to increase your customer’s satisfaction

July 21, 2025

Nowadays, the entrepreneur that created its start-up can use a major asset: to be known quickly and widely

How Data Insights from CRM Improved Customer and Team Management

July 20, 2025

CRM helped CDRQ with team & customer management, project reporting, and building KPI data to break information silos.​

Tech Trends in The Retail Industry

July 20, 2025

As technology evolves, so do businesses and how they can optimize their systems to improve customer experience. CRM

Lead Generation — 5 Errors to be Avoided

July 20, 2025

Find the right CRM platform to do lead generation. As the manager of sales and business development, the

5 Keys to a Successful CRM Implementation for Credit Unions

July 19, 2025

Unlock credit union member engagement with our eBook: '5 Keys to Successful CRM Implementation for Credit Unions.' Discover

One-to-one personalized marketing and growth marketing to increase b2b2c and e-commerce sales

July 19, 2025

How NAOS revolutionized its retail strategy with personalized marketing, enhancing B2B2C relations and boosting e-commerce sales effectively.