Creatio Level IV Partner — the highest level in the CEE region
Learn how CRM with native AI automates administration, prioritizes leads, and gives you full visibility into your funnel — in real time. Practical guide for the sales director in B2B companies.
Written in the language of sales, not IT — for managers who want results, not further training.
You'll learn how much time salespeople waste on administration — and how to change that without changing the entire sales process.
Data · Benchmarks · ExamplesFunnel visibility based on data, not subjective assessments of traders. You know which deals will actually close.
Sales forecasting · AI scoringLead prioritization, automatic follow-ups, trade closure prediction — all described step by step.
Lead scoring · Automation · PredictionEach chapter closed in specific conclusions and next steps. It reads like an interview with a consultant, not documentation.
For Sales Executives · Without IT
Each chapter is a separate topic - you can start with the one that is most urgent for you.
Why Creatio CRM
Not AI glued to an older system — AI built from the ground up. Your sales team is doing more, faster, without a bigger team.
We implement Creatio for production, service and distribution companies in Poland and Europe.
“I was afraid that this was another IT project that would end after two years and half a million dollars burned. With Optingo MVP we had after 8 weeks — and it was a system that sales actually benefited from day one.”
We answer honestly — including “this may not be right for you.”
A 30% shorter sales cycle is not a marketing promise — it is the result that B2B companies achieve when implementing CRM with AI. The eBook will show you exactly how.