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.