Creatio (formerly bpm'online) platform - Accelerate sales, marketing, and services

Optingo – a partner of Creatio

We are a partner of Creatio (formerly bpm’online), a global company that deals with business software, and a leader in business process automation and CRM.
Creatio has been named a Leader in the Gartner Magic Quadrant for Sales Force Automation, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2018, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.
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Leverage Creatio’s extended Business Process Management capabilities to swiftly design, execute and optimize processes
Align marketing, sales and service on a single CRM platform and manage the complete customer journey – from lead to order, and continued account maintenance.

Here is what the Creatio solution actually means:

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Sales Creatio blue
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Increased campaign efficiency

Multi-channel software for marketing management

Apply ready-to-use processes: from qualification to direct selling. Monitor new contacts, identify their needs, and assess the effectiveness of the channels.

Maintain continuous dialogue with your clients.
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Use out-of-the-box processes for lead management. Creatio marketing provides best practice processes for efficient lead management – from demand generation to lead nurturing, to final hand-off to sales. Make sure your sales team focuses only on qualified and sales-ready leads.
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Maintain a constant dialogue with your customers. Use email-marketing tools to establish and maintain personalized communications with every customer. Optimize your communication strategy based on mass mail responses.
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Marketing Campaigns. Learn how to overcome marketing challenges. Explore how to utilize a visual campaign designer in Creatio CRM. Reach audiences with the most relevant message on the right channel
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Engaging interface that users love! Enjoy working with the modern, streamlined user interface that is free from redundant information, keeping you focused only on what’s relevant. The Creatio marketing application has a social look and feel and delivers the same user experience no matter what device it is used on: laptop, tablet or smartphone.

Functions and potential of Marketing Creatio

Get a full view of your clients in Marketing Creatio. Store a variety of information about your clients, and enhance it with data from open sources.
Build customised communication, manage the evolution of clients’ preferences by offering them a range of products and services that can intrigue them in the future.
Segment and create dynamic and/or manual groups of data of a randomly selected complexity. Create customised campaigns for every segment of the market.
Use Creatio to store information about the websites accessed, and the overall time spent on a website right from the first visit. Identify the sources that generate the leads, and assess their effectiveness.
Keep a record of the history of communication, and, if a client is ready to place an order, initiate it with just one click of a mouse. Use bpm’online marketing dashboards to analyse the number and quality of new potential clients, the conversion rate, or the most effective lead generation channels.
Create efficient multi-channel campaigns by means of a simple visual designer, and set the conditions for moving from one stage to another. Stimulate the interest of potential clients by running campaigns that generate leads. Send birthday e-mails, post-registration e-mails, or whenever you notice an abandoned cart. Follow the progress at bpm'online marketing in real time.
Send out bulk e-mails to millions of recipients. Create attractive templates, or apply ready-to-use libraries. Customise the content, set the exact mailing time, monitor replies and engagement rates. Identify clients’ areas of interest and needs by analysing clicks, or using heat maps. Use UTM codes. Limit your messages daily or weekly, and give your clients the possibility to manage their subscriptions.
Plan and manage promotions, advertising campaigns, conferences, webinars, and other off-line and on-line activities. Bpm'online marketing allows you to follow dates and locations, segment your target recipients based on a set of selected criteria, plan your budget and assign a team, as well as to follow responses related to a given event.
Automate any internal process: from document approval to cooperation on complex projects involving multiple teams. Take advantage of Dynamic Case Management (DCM) to be able to manage “untamed” processes in a flexible way. Automate your structured processes with BPM (Business Process Management) technology. Keep track of all process execution parameters.
Plan your work, personal and/or group tasks and meetings in a calendar that is synchronised with Google, or Microsoft Exchange. Manage your mailbox in a single uniform environment. Make and receive connections directly on bpm'online marketing. You have full access to the history of your connections; you can record your conversations or video-calls to boost cooperation between members of a team.
Take advantage of the extended capabilities for user interface customisation. Easily move, add or remove links, data fields, or entire websites. Change the data views, or business logics without programming. In Marketing Creatio, you can easily manage access rights of users and groups. The activity log keeps the record of all operations, i.e. what has been done, by whom, and when.

Sales cycle management

Boost sales processes and track your client’s journey: from generating leads to loyal sales.

Apply ready-to-use processes that will walk you through the most effective actions to make full use of your sales potential, minimising errors and boosting results.

Functions and potential of Sales Creatio

Get a full view of your clients on Creatio. Store different information about your clients, and enhance it with data retrieved from open sources. Build relationships with clients based on a comprehensive history of their communication patterns.
Communicate with your team and clients in a way that suits you best: by e-mail or on the phone, directly from the system. Schedule your tasks and meetings in your bpm'online sales calendar. Get synchronised with Google Calendar and Microsoft Exchange, or MS Outlook.
Automate, model, monitor and analyse each internal process in Sales Creatio. Use Dynamic Case Management (DCM) to manage unstructured “untamed” processes in a flexible way. Ready-to-use processes can help you to attain your sales targets, simplify the daily routine, and improve your clients’ loyalty.
Capture, monitor, verify, qualify and assign leads in Sales Creatio to the right people. Analyse current workloads of telemarketing and sales teams, the number and quality of new leads, or the conversion rate to increase the number of potential clients.
Manage all potential clients in Sales Creatio. Define the tactics, identify key decision-makers, track your rivals, analyse their strengths and weaknesses. Take advantage of ready-to-use sales processes and comprehensive statistics.
Manage your orders, keep track of the complete history of each order that has been placed, and make sure orders are carried out in a timely manner.
Create a schedule for visits, view locations on a map, and monitor the actual visits to analyse overall efficiency. The system can hint on the appropriate actions at each stage of your visit to the client: check-in, goods display monitoring, demo, product selection, or placing an order. Each field sales representative can place the results on the system straight after the meeting.
Make sure your goals are achieved with Sales Creatio forecasting tools. Analyse the progress and effectiveness of your field sales representatives.
Manage all contracts and related specifications. Create them manually or automatically, based on the orders. Save time by automating contract approvals, following a predefined process step by step. The system will automatically notify the owner once a document has been approved. You can also configure parallel and/or sequential approval flows, as well as the rules for delegating approvals.
Regardless of the complexity and size of your product and service portfolio, you can store them, group them, filter them and manage them all in bpm’online sales. Integrate the catalogue with your ERP system to keep the data up to date and relevant.
Manage your documents using Sales Creatio. Automate the document approval process. The system will notify the owner once a document has been approved. You can also configure parallel or sequential approval flows, as well as approval delegating rules. By using related document functions and relations, you can look through all the specifications and annexes to the contracts.
Leverage Creatio to efficiently manage projects. Set project deadlines, manage costs, and assign tasks to owners or teams. Manage planned and anticipated workload, time, and costs. Keep abreast of the project progress by analysing and distributing workloads in real time.
Access all the critical information about your customers from any mobile device. The app can be used in both online and offline mode.
Store articles, scripts, guidelines for new staff, document templates, presentations, answers to frequently asked questions, and any other useful materials in a knowledge base.
Enjoy seamless integration with MS Excel, Microsoft Exchange, or MS Outlook, Google, and through IMAP / SMTP. Make and receive calls directly from the bpm’online system.
Customise the bpm’online interface to fit the unique business needs and requirements. Quickly and effectively manage access rights and roles of users. Keep a record of all operations, along with a chronology of all events in the system: what was done, by whom and when.

State-of-the-art services

Apply out-of-the-box processes based on industry best practices.

Manage clients request and automate service operations, carrying out predefined processes that enable impeccable customer service.

Functions and potential of Service Creatio

Keep a record of contact details, addresses with the ability to see them on a map, service history, social media profile, corporate relations structure, and the whole history of interactions on Service Creatio. Build a 360-degree view of your clients, enhance it with data retrieved from open sources to ensure better quality of service. Form customer service relationships and processes based on a comprehensive communication history.
Make and receive calls and video calls, manage your mailbox, approve contracts, and cooperate in the enterprise social network using the communication panel. Offer your clients access to a self-service portal that allows them to report a case, monitor the problem solving process, and provide immediate feedback on the quality of services.
Give your Agents the opportunity to effectively manage their daily tasks, easily arranging enquiry queues, taking into account priorities and other parameters, handling mass communication, offering access to information through ESN, and monitoring individual efficiency. All this as part of a single window of the bpm'online service system. Supervisors, in turn, will get full control of all incoming and outgoing messages.
Store all cases of your clients and/or partners in one section of the bpm'online service. Classify cases into various categories: incidents, service reports, consulting services, and claims. Assign them to agents and teams, along with relevant deadlines. Bpm'online service allows you to automatically record cases from incoming e-mail messages, or messages retrieved from a self-service portal. Thanks to the analytical tools, you can keep an eye on customer satisfaction levels, the percentage rates of overdue cases, and the efficiency of the service staff.
Store knowledge in a unified database. By making use of articles retrieved from the knowledge base, including advanced search possibilities, you will be able to handle your cases more speedily, making sure that a high quality of services provided to customers and partners is maintained.
Create a unified database of services on bpm'online service to make the work of your agents easier. An updated and complete catalogue will help you to adjust service processes and offer your clients services that match their needs. Manage categories, configure calendars, and customise the problem solving dates for each service. Determine top-priority services, and follow their history.
Automate each internal process: from case management to problem solving. Use Dynamic Case Management (DCM) to manage “untamed” processes in a flexible way. Automate your structured processes thanks to BPM (Business Process Management) technology.
Store all identified problems within the infrastructure and service processes on ITIL bpm'online. Register new problems automatically, analyse their causes, and find appropriate solutions. Manage a complete problem solving history, and monitor the efficiency of your agents.
Keep a record of service contracts, SLA or OLA on Creatio. Organise your work with external UC service providers. Analyse the service contracts to be able to assess the overall quality of services provided.
Creatio facilitates data storage and helps you to follow the current condition of the equipment, software, licences, and documentation. It will also help you to determine the bottlenecks within your infrastructure.
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> Do you want to maximise your campaign results, boost productivity, the number of generated leads, and the visibility and engagement of your current clients?

> > Do you want to improve loyalty, behaviour patterns and satisfaction of your clients? Do you care about outstanding customer service?

> Do you want to keep selling more and more? Do you care about improving the efficiency of your sales representatives and client retention?

YES, this tool is for you!

Join our group of satisfied clients: PZU, Pepsico, Ericsson, PSA Peugot Citroen, L'oreal, Bayer etc.

Do you need a customised offer? Ask us!

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Do you want to test Creatio – contact us!