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Not all software solutions are suitable for all organization. We understand that.

As Creatio partners, we often get asked how an organization that’s in the market for a new CRM system can know whether they should consider Creatio. Is that a question you have?

We recommend that you ask yourself three questions:

  1. Does your organization need unified support for both front-office and operational processes?
  2. Will you benefit by automating multiple functions?
  3. Do you require heavy customization to provide user experiences tailored to meet specific needs?

These questions align with Creatio’s superpowers.

  • It’s a unified CRM, aligning sales, marketing, service, and more.
  • It’s built on a BPM engine, so you can automate processes and change them faster.
  • It’s low-code platform makes everyone a developer – customization without heavy IT reliance.

As a unified CRM, Creatio delivers a single version of the truth in one database, on one platform. Bottlenecks are greatly reduced because data flows consistently between your departments. You get business results, your employees function as a better team, and your customers get a much more satisfying experience with your brand.

Creatio Contact detail record with related information

Sales-Creatio-account-and-contact-management-1

 

With its BPM engine, Creatio gives you the ability to not only execute but also automate multiple processes. Your employees become more productive. Creatio, formerly bpm’ online, is top-rated for this capability among CRMs on the market today. (If you need confirmation on this, just ask Forrester and Gartner.)

Creatio Dynamic Sales Process

Creatio Dynamic Case management - sales process

Creatio Process Designer

BPM-visual-process-designer-inbound-call

 

Low code means it doesn’t take a tech specialist to customize your applications. Creatio empowers citizen developers within your team to make changes to how it functions as market conditions morph or changing business priorities require adaptations.

Creatio Section Wizard - Contact section

Creatio System Wizard Contact Section

What types of companies have the greatest potential for transformation when they adopt Creatio?

  • Companies that are process intensive. They understand process management. They see the value of connecting front-office activities with operational processes to drive productivity.
  • Companies that have multiple use cases. Multiple stakeholders within the organization will require a functional platform and process automation.
  • Companies that require customization to tailor user experience to meet specific needs.

Industries where Creatio has provided top value include but are not limited to financial services, manufacturing, professional services, telecom, IT and high tech, wholesalers and distribution, and retail.

A bank or credit union, for instance, has dozens of interconnected customer-facing organizational processes. Each area, from wealth management to compliance to internal audit management, requires mapping a sequence of processes to arrive at the desired goal. Before Creatio, this would require an array of platforms that may or may not talk to one another without patches or intermediary steps. With Creatio, it’s all in one place. Like we said, one single source of truth. No more silos. One solution. Done.

Creatio is the only low-code platform built for both process management and CRM. It rises to the top of the field for both accelerating time-to-market and meeting unique customer requirements.


Did you answer yes to at least two of the three questions we opened this post with? 

  1. Does your organization need unified support for both front-office and operational processes?
  2. Will you benefit by automating multiple functions?
  3. Do you require heavy customization to provide user experiences tailored to meet specific needs?

If so, we believe we are a good fit to help you accelerate your business transformation to become relevant, competitive, and fully engaged.

What question do you have for us?  A conversation won't cost you anything and the reward of insights will be valuable.

Contact us today:  269-445-3001  Select

 

Topics:   Flexible CRM Creatio CRM Accelerate Business Transformation

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