Overview:
Sales Creatio is a platform for managing end-to-end sales, as well as optimizing and accelerating sales processes and sales conversions of any complexity. Creatio provides you with all the sales management tools that guide Salesforce from beginning to end—from generating new opportunities and new leads to nurturing those leads to the successful closure of new deals. Creatio has also become a leader in the Gartner Magic Quadrant—specifically for sales force automation in 2020—because of its robust low-code capabilities and features for the sales process, sales force automation, and many other functions that fulfill the demands of all small and medium-sized businesses, large enterprises, and organizations. The Creatio is a cloud-based CRM that helps businesses drive their sales processes efficiently and also enables them to take full control over the complete customer journey. With Creatio CRM, you have access to and total control over your customers, from lead generation to your loyal repeat customers/sales. BPM'online sales help you use out-of-the-box processes to manage the complete sales cycle. The Sales Creatio, with its genuine care value and ethics, is built to provide extraordinary services to its clients and partners. It assists you with passion and sometimes goes the extra mile to help its users.
About Us:
Sales Creatio was initially introduced on February 8, 2011, as BPM'online CRM system. It was the first product developed on the Creatio sales platform. Later in November 2011, the BPM'online CRM system was awarded the CRM Idol EMEA award. A CRM expert, Paul Greenberg, quoted that "It is one of the best graphic designers I’ve seen and actually does make it easy for the non-techie to develop a process that can be injected into a sales component, a marketing function, or across the entire enterprise... "Clean and simple to use, with a potent toolset that allows non-technical users to create complex processes." Earlier, the system had only customer data management + sales management + campaign management + time management, + document management functions. Later, in December 2011, the system was updated, with significant upgrades that helped organizations and enterprises better manage tasks, customer data, and user interactions across all platforms—Facebook, LinkedIn, and Twitter. It also introduced Google Maps integration. The Sales Creatio system is updated every other year and includes many advanced features to combat the complexity of sales processes. In 2020, it was also named “The CRM Watchlist." During the pandemic in March 2020, Sales Creatio also provided free platform access to numerous COVID-19 fighting organizations, healthcare agencies, hospitals, and many nonprofit organizations. Later, it was again rewarded with the “People's Choice” Stevie Awards in the category of Creatio’s low-code platform in the "Digital Process Automation Solution" nomination. Creatio raised about 68 million dollars in February 2021 in the Volition Capital round with the supported participation from Horizon Capital.
Creatio delivers assistance, guidance, and support with its unique combination of values. The Creatio platform merged CRM, industry workflows, and several marketing applications. Competitors' CRMs provide the same functionality through multiple integration solutions; Creatio, on the other hand, provides a single platform solution to all of your problems. Whereas most CRMs on the market offer only limited automation and customization and require coding skills, Creatio gives you complete control over the automation processes by enabling unlimited no-code customization. Creatio successfully cultivates genuine, long-lasting relationships with its customers and partners. The Sales Creatio BPM engine enables many sales representatives to work with multiple operations simultaneously. It assists businesses and organizations with the best and most effective actions that should be taken on each lead and a new opportunity to make effective returns.
Company’s services:
Sales Creatio offers edition features like customer 360° profiles, lead management, opportunity management, an out-of-the-box process for long sales, field sales (the stand-alone add-on is bought separately, available on Creatio Marketplace), channel sales, sales forecasting, orders and invoices, product catalog management, contract management, project management, and platform features. It also provides you with tools like Business process management, low-code/no-code configuration, analytics, collaboration tools, AI and machine learning tools, mobile applications, access, and user management, synchronization, and integration
Development framework.
Sales Creatio professional services are listed below:
Project Implementation Methodology: The Sales Creatio implementation is completely based on PRINCE2. It is an innovative and widely acclaimed approach to project management that helps businesses and organizations significantly reduce their project timelines, improve communication among team members, and deliver an optimal turnkey solution that meets their business needs and requirements. This PRINCE2 approach consists of four prime stages: elaboration, execution, transition, and operation.
Together, they help you decide on the project's concept, milestones, and tasks throughout the elaboration phase.
- Specify project goals and tasks
A key document that outlines agreements and project objectives is defined while preparing the project charter. They carefully consider all of the client's requirements while creating a project charter to specify project outcomes and deadlines.
- Define the vision of the project
The project concept specifies the entire user experience, including workflow activities outside the system, is developed based on customer business cases. This makes it possible for everyone to comprehend how the system works.
Creatio products and tools are delivered to the users as separate, ready-to-use fully functional blocks. With every delivery, their technical consulting group provides you with design engineering, system adaptation, and functionality testing services. After the Execution stage is complete, the system is adjusted to meet your needs. It basically customizes and delivers staggered solutions
- Design Engineering
- Adaptation and testing
- Delivery of functional blocks
- Delivery testing by the customer
The system at this phase is tested by your task force, and your staff is also being trained on how to use it effectively to bring the most out of it.
- End-to-end testing
- Operational testing
- Trial operation
The project's official closure, analysis, and future planning are all included in the operating phase. Following the signing of the Statement of Acceptance, Creatio initiates project support and conducts a user satisfaction survey.
- Finalize the project
- Launch support
Pros:
The following are the benefits of sales creativity:
- As a CRM, Sales Creatio has a wide range of business functionalities linked to CRM, particularly in the sales field. The lead management, opportunity management, and sales forecasting features are specifically designed to support and help your organizations and businesses deal with sales and overall management issues.
- The Creatio simply has fantastic low code capabilities, it is a perfect tool for businesses that are in the sales and marketing sector.
- You can use Creatio for all lead generation, pre-sales, and sales-related tasks. Especially with its platform's BPM and low-code capabilities, you have the liability to develop your custom solution without putting any major effort into the development process.
Cons:
- Almost all pipeline management is totally managed by Creatio. There is nothing particular in this Creatio CRM that will disappoint you. However, it would be nice if Creatio made the user interfaces more aesthetically pleasing. Moreover, if there is a way to troubleshoot BPM flows when they fail, that would be preferable.
- Creatio has a limited number of "ready to go" processes, making at least BPMN knowledge necessary.
Conclusion:
Sales Creatio has received high marks from its users, and it is the only one to have received numerous awards and recognition for its products and services from Gartner, Forrester, Nucleus Research, and numerous other corporate awards. Its low-code platform for process management and CRM speaks to why it is a market leader and has received many positive reviews and awards. Creatio helps small, medium-sized, and large corporations, businesses, and companies by accelerating their sales transformation. It provides you with a highly trained expert and professional network of partners that guide businesses in implementation and provide consulting services so that they can easily find out which Creatio products are most suitable for their organization. It has more than 700 exceptionally skilled systems integrators as well as consulting partners in about 110 countries around the globe, Creatio matches your business and organization with the best available partner for its implementation needs. It manages all pre-sales, after-sales, and lead-generation activities. Also, its low-code/no-code instruments, Citizen Developer, BP automation, and easy customization take your business to new heights.