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Business analytics, Sales forecasting, Creatio updates

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13 Min Read

Advanced capabilities in Creatio 7.16.1 June 2020

Creatio continues to constantly be delivering advanced capabilities to accelerate your sales, service, and marketing processes.  These are the new features included in Creatio 7.16.1 for June 2020. Our favorites are in the areas of business analytics/reporting.

Sales Creatio

The user interface of field visit planning in the Field sales and Field module for Creatio applications has improved. You can now plan visits directly in the activity list or the calendar view without having to open the [Visit scheduling] view.

Forecasts

  • You can now add multiple records to a forecast using the [Select all] action.

  • You can now “pin” the [Total] column of a forecast. To pin the column, click forecasts_pin_totals.png next to the column name.

  • Forecast strings can now be deleted.

  • You can edit the forecast name and hierarchy after you save the forecast.

Editing the forecast hierarchy

modifying_forecast_hierarchy-creatio-7.16.1-version

Service Creatio

Cases

We have improved the UX of case messaging on the [Processing] tab by making internal and external communications visually different. Internal communications, such as feed messages, mailing between employees, and messages that are not available on the portal are highlighted in blue.

Internal and external case messages on the [Processing] tab

case_processing_messages_view-creatio-7.16.1-update

You can now view sender and recipient addresses by clicking [Details] in emails displayed on the [Processing] tab of a case page.

Viewing the email addresses of senders and recipients in a case message

case_processing_email_addresses_viewWorking with large images in the email body is now more convenient. Click an image to expand it to its full size.

Dividers in emails now display as dotted lines.

If an email sender does not have a contact profile, the message thumbnail will display the contact's initials.

Core Functions

Searching for values in drop-down lists on record pages, quick filters, etc. has become more convenient. Entering the searched text in a lookup field will first display the values that start with the searched text, then – the values that contain the searched text.

Analytics

You can now set up pivot table dashboards. You can group and consolidate data to make your analysis more convenient. New functions for working with data in the pivot tables include calculating the number of unique records and the median. You can convert any “List” dashboard into a pivot table.

Opportunities-pivot-table-dashboard-Creatio

 

Predictive analytics- Product recommendation model

Creatio has implemented a low-code tool for setting up “recommendation” – a new type of machine learning models. No coding is required for setting up the model parameters, saving the prediction results, and implementing the model via the [Predict data] BPMN process element.

Product recommendation model in a [Predict] data business process element

product_recommendation-7.16.1-Creatio

User Customization and Report Development Tools

Creatio has updated the User Interface in the [Report setup] section. You can open the section from the System Designer or the [Printables] lookup.

The following new features are now available in the UI of the [Report setup] section:

  • A quick search for the report template by name.
  • Updated UI for downloading report templates for editing, as well as uploading the configured templates to Creatio. You can import and export report templates by clicking [Download file] or [Upload file] on the report page.
  • Added several hints on populating the report setup page, as well as quick access to the “The MS Word printables setup” guide.

Now there is an added ”Noteworthy events for contact” sample report that you can use as a template when setting up custom FastReport reports.

A report page in the new UI

Invoice-template-fast-report-creatio

Financial Services Creatio

  • You can now copy products along with data on the [General info] tab of the product page, as well as the product conditions. The copied record will use all product details of the initial record, as long as those details are currently valid. Any conditions whose validity date has expired will not be copied. This will speed up the process of populating multiple products with similar parameters.

  • You can also copy separate conditions from the [Product details] to a new record.

Business Processes

You can now no-code tools to handle data collections in Creatio business processes. A collection parameter is passed to a [Sub-process] element, which runs a separate instance of the sub-process per each collection instance.

The direction of process parameters is now visually identified in the setup area: outgoing icn_outgoing_process_parameter.png, incoming icn_incoming_process_parameter.png, bidirectional icn_bidirectional_process_parameter.png. Displaying the parameter direction makes it easier to map the [Sub-process] element parameters and enables you to see at once which parameters require incoming values, and which are populated after the sub-process instance completes.

Displaying the parameter directions in the sub-process setup area

param_direction_Sub_Process-Creatio

Working with flows in business process diagrams has become more convenient. If you click a flow and drag it to any edge of the element in the process diagram, the flow will draw the optimal path.

Connecting elements using the flows
flows_positioning-Creatio-v7.16.1

Mobile Creatio Application

You can now work with approvals in the Creatio mobile app. You can now approve or reject records. You can enable section approvals in the Mobile Wizard. Internet connection is required for working with approvals on mobile.

mobile_application_approving

Other updates are found in the administration area, automatic licensing of users, synchronize LDAP user by groups, new options for machine learning model setup, as so forth.

Click here for the total full set of release notes.

View the updates that came originally in version 7.16.0

Interested and what to chat?  Schedule a Call with Dick

 

Topics:   Business analytics Sales forecasting Creatio updates

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