Creatio CRMProduct Overview
Creatio CRM product overview
Creatio CRM is a no-code suite of marketing, sales, and service automation products for organizations to automate the entire customer journey with freedom. It offers Marketing Creatio for marketing campaigns and lead management workflows, Sales Creatio for sales processes of any type, and Service Creatio for customer service workflows of any complexity.
Creatio CRM products are deployable as a single CRM bundle or as standalone solutions to fit the company’s exact needs. The suite can handle complex B2B sales, e-commerce, partner relationship management, customer service, or all of the above. In addition to rich OOTB CRM features, Creatio CRM places a strong emphasis on no-code tools for system and UI customization, workflow automation, AI\ML capabilities for predictive and prescriptive analytics, reporting, and flexible dashboards. Also, numerous composable apps, ready-to-go solutions, and add-ons are downloadable from the Creatio Marketplace.
Pros of Creatio CRM
Creatio integrates marketing, sales, and services into one platform. Out-of-the-box capabilities allow companies to quickly implement processes. Users can comment and collaborate on customers and leads, as well as follow certain profiles and projects.
Cons of Creatio CRM
While coding is minimal, some is still required for creating forms. Email marketing is not as seamless as dedicated newsletter software.
Breakdown of core features
360° customer view
Creatio allows users to view customers, leads, and opportunities. The system also stores all interactions history in their profiles. Profiles can be further organized by categories set by the user, like location, and industry.
Business process management
Creatio’s BPM engine enables users to automate internal business processes. Prebuilt best practice processes powered by AI also take the guesswork out for companies, designed to yield positive results in the shortest possible period.
Lead management
Professional lead management tools allow users to capture and track leads and qualify them based on their readiness as well as assign leads to the proper agent or team.
Alternatives to Creatio CRM
Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.
1 MS Dynamics
Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.
2 Hubspot
HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.
3 Nimble
Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.
(Last updated on 03/07/2022 by Liz Laurente-Ticong)
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