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Common Business Challenges and
CRM Benefits by
Your Role and Responsibilities

Common business challenge solved with Infor CRM.jpg

My role is:  


Resources: Planning for CRM Success

18 Requirements for Business Success with CRM



Business Challenges: CEO/Owner

  • Getting an accurate view of customers across all departments and disparate systems
  • Aligning sales and service processes to meet corporate goals
  • Lack of adoption by users and resistance by key stakeholders

Benefits: CEO/Owner

  • Provide the customer-focused strategy with the CRM business foundation and tools for increased employee effectiveness.
  • Increase the value of the business - capturing customer intelligence and insights.



Benefits:  >Managers / C-Level

  • Build Loyal Relationships:  Provide your service and support staff with the tools they need to increase and maintain high levels of service—driving customer loyalty.
  • Increase Sales and Marketing Efforts:     Arm sales and marketing teams with the sales automation, productivity, and business analytics tools they need to increase sales effectiveness
  • Gain Business Insights:  Turn insight into action with advanced analytics tools
  • Customize To Suit Your Needs:  Tailor your solution to address your unique industry and business needs. 
  • Take Advantage of Flexible Deployment Options:  Deploy flexible deployment and access options that work best for your unique business requirements.
  • Make fast, reliable business decisions with an eagle-eye view of performance data.

Business Challenges - Sales Management

  • Too many systems to give a true picture of customer/accounts to gain a complete view of sales performance and pipeline
  • Consistently deliver an accurate pipeline and forecasting
  • Adoption in the front-office and with the mobile workforce

Creatio Dashboards Mobile and Web

Benefits - Sales Management

  • Make informed, profitable decisions based on accurate visibility into the sales pipeline.
  • Drive opportunities to a close by automating your proven sales processes
  • Maximize team selling effectiveness with reporting and advanced business analytic tools
  • Enable your mobile workforce with anytime, anywhere access to vital customer information on popular mobile devices or via the Web
  • Streamline Your Sales Methodology:
-  Create a common selling process
-  Capitalize on the best practices of your whole organization

-  Shorten your sales cycle

-  Reduce time spent in unproductive areas.

-  Implement day-to-day best practices for using Creatio low-code CRM

Creatio Account timeline of all communications

Account activity timeline-Creatio-CRM


Check out Sales Creatio

Business Challenges – Marketing Management

  • Lead-to-close traceability and visibility into budget for ROI
  • Data quantity and quality with limited ability to segment data
  • No visibility into marketing success via closed loop reporting to justify marketing spend

Lead source - Marketing Creatio


Benefits – Marketing Management

  • Automatically route hot leads so they’re worked on fast!
  • Easily manage leads from import to deduplication - increasing marketing efficiencies and ensuring data integrity.
  • Attract profitable customers and automatically nurture leads with integrated  Infor CRM (Saleslogix) E-Marketing.
  • Understand why you're winning and losing deals and make adjustments
  • Understand and analyze which campaigns have the most responses, best conversion rates
  • Maintain a central library for marketing information, manuals, pricing and sales tools.
  • Track the effectiveness of your multi-channel marketing campaigns with ROI and Budget tools.

Check out Marketing Creatio

Business Challenges - Customer Services / Support Management

  • Reducing ticket-to-resolution time and cost to meet customer expectations and service level agreements (SLA) across all touch points
  • No accurate support or visibility into operational metrics on service level performance to keep proper staffing
  • Capturing institutional knowledge and making it easily found and accessible


Case satisfaction score- Service Creatio


Benefits - Customer Services / Support Management

  • Get a complete view of the customer to maximize interactions.
  • Quickly analyze ticket volume and trends to assess the customer experience and team performance.
  • Manage tickets, defects, returns, and support contracts, boosting loyalty and service levels.
  • Increase the levels of service you provide and manage your team effectively with insights into team performance.
  • Receive alerts automatically so you're always aware of issues so you can take action fast!


Business Challenges - COO's 

  • Integration of multiple systems:  E-mail system, Accounting, etc.
  • Existing system cost is too high (hardware, training, administration)
  • Unable to adapt and scale with the growth of the business (e.g. Mobile, Reporting, Analytics, etc.)




Benefits - COO's 

  • Customize to address unique business and industry needs.  Eliminate the need for costly and time consuming developer expenses.  Select a powerful low-code solution.

  • Flexible, standards-based architecture easily integrates into your existing cloud environment enabling future growth and expansion.
  • Easily configure and manage your CRM Solution using Creatio Studio tools.
  • Ensure your vital data is secure with sophisticated security options.
  • Benefit from a complete, unified low-code CRM solution out-of-the-box that's easy to install - or leverage an expert network of certified business partners to design, implement and customize your CRM solution.
  • Use coded or code-less tools to develop and deploy customizations across all areas of the product.
  • Integrate with Web services for an enhanced user experience.

Next Step Suggestions:

Review the 18 factors / requirements for business success with CRM

Business Drivers that CRM helps to Address.... blog article.

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