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CRM user adoption, Creatio updates, Marketing Creatio

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Creatio Sept 2020 Update 7.16.4 Improvements

Improvements and Enhancements

This September the latest Creation version 7.16.4 is available with some very helpful improvements and enhancements.

Website events tracking

Marketing Creatio now features a completely revamped website tracking functionality so end-users have more robust tools to analyze customer behavior on their websites. 

  • User activity can be tracked on multiple websites.
  • The list of events that can be tracked has been extended (e.g. completing a registration form, downloading a file, adding or removing a product to the shopping cart, etc.)
  • Additional information for every event now includes data about customers’ browsers, screen resolution, preferred language and the page from which they were redirected. 
  • Website events for incomplete user sessions will now be recorded as well, e.g., if a user left a page before it has fully loaded.

New website tracking project settings

Tracking web site activity

Email-marketing

Thanks to the update, working with email templates has become easier for email marketers. Creatio will inspect the HTML-code and notify you if there is an error. The system users will also be able to perform the following when working with recipients’ lists:    

  • create a custom audience list from different sources in the system (e.g. lead, contact, order, event attendee, etc.);
  • filter recipients by connected objects fields (e.g. you can add to the audience 
  • list only those leads that have a particular, predefined need);
  • clear the audience list in one click;
  • when setting up email campaigns with dynamic content, users can now look through the content of emails sent earlier.

Predictive data analysis

A new [Recommended products] tab has been added on the opportunity page in Sales Creatio. The system will use ML predictive models to analyze data from at least 100 opportunities and offer a personalized list of products that a customer is most likely to purchase.

Data management

In the current Google Chrome version, you will be able to use voice typing in multi-line text fields.

Example of voice typing in Creatio

voice_typing

Section Wizard

The no-code tools for designing section pages and “pre-configured pages” in business processes have been expanded. For instance, users can select the format for displaying the “Date/Time” fields, specify a character limit in the text field, specify a field title in several languages, or configure conditions to automatically fill in a field from another connected field.

Business processes

You can now run business processes for multiple records within a section. Additionally, a range of other capabilities for working with multi-instance processes were added:  

  • A trace is available for multi-instance sub processes where you can find element variables as well as the process elements. 
  • Execution diagram shows how many instances of a subprocess were started, completed and interrupted. 
  • No-code tools now allow to set up process parameters of the “Collection of records” type. 

Running a business process by several contacts in bulk

run_business_process_for_multiple_records

Integrations. In the beta-testing mode, users can authenticate the integrated third-party applications with the OAuth 2.0 protocol using the “client credentials” authentication type.

Sales forecasting. Now users can predefine periods for recalculating the actual values in the [Forecasts] section. 

Setting up the period for automatic calculation of a forecast

Automatic calculation of a forecast

Which enhancement has the most value to you?

Let's talk about getting this implemented in your business. Schedule a Call with Dick

 


Detailed descriptions of all the new features and upgrades are available on Creatio Academy

Read the release notes >>

 

Topics:   CRM user adoption Creatio updates Marketing Creatio

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