A recent PricewaterhouseCoopers report predicted that in 2019, 48% of organizations will grow revenue opportunities and increase profits through artificial intelligence, and for midsize companies looking for a meaningful yet affordable way to put automation to work, CRM could be the answer.
This year, the vendors in this category continue to offer cost-effective solutions that promise to inject a dose of artificial intelligence into their clients’ CRM tools, making their sales, marketing, and customer service efforts more predictive, proactive, and scalable.
Creatio (formerly bpm'online) has been named as a Leader in three categories of the 2019 CRM Market Leader Awards:
Creatio is a cloud-based software that merges customer relationship management (CRM) features with business process management (BPM) capabilities. Creatio combines CRM’s core modules (account and contact management, sales force automation, service management, marketing automation, document management, reporting and analytics) with business process management (BPM) engine. It can be delivered as a service (SaaS) or on premise.
Current version as of October,30 2019 is 7.15.1
Upcoming releases found here...
Why use a CRM that specializes in business process management?
Video: Meet our CRM-system for professional sales management of all types ranging from short sales cycles to long corporate sales, manage your leads, opportunities, orders and invoices, using the integrated business process that gives you access to the best in today’s sales.
Quick Resource Links:
Video: CRM Best Practices with Paul Greenberg - aligning marketing, sales & service.
Use Creatio products to connect the dots between marketing, sales and customer service, efficiently managing the complete customer journey - from lead to order, and to ongoing account maintenance.
A complete solution for the customer's buying process that integrates with your sales process.
Creatio has a set of out-of-the box best practice business processes developed to manage key business operations as well as to address needs of a variety of verticals. However, thanks to a system’s BPM engine any customer-facing business process can be easily adjusted on the fly.
Helpful video on the importance of successful Implementation
Call office: 269-445-3001
Creatio CRM offers tools to control customer journey from the first point of interaction to the sales and service stages. System’s dashboards allow users to get information and statistics on key internal, customer-facing and communication processes. Creatio CRM provides open configuration and extensive API to allow any customizations and integrations required for the business.
Get the latest on Low-Code and No-Code platform. Simple developer tools accelerate customization and extension of the Creatio functionality - everyone is a developer
Creatio studio is the unique synergy of business processes management and case management technologies that provides organizations with powerful tools to easily manage and optimize business processes. Video link.
User Interface Overview
Section Wizard - setup of lists
Detail Wizard - modify detail section
Working with Folders (static or dynamic groups of records)