Knowledgebase

Articles, guides and case studies on CRM, AI, no-code and automation

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All (49)Customer Experience (11)CRM (8)No-code/Low-code (6)Process Automation (5)B2B Sales (6)Digital Transformation (4)AI in CRM (3)

All articles

49 items · Page 1 of 6
Customer Experience
24.4.2026

9 Ways to Create a Great Customer Experience

One unique experience is enough to earn customer loyalty for years to come. Experts Joey Coleman and Dan Gingiss point out 9 concrete ways to achieve them — from learning from market leaders to strengthening the first line of service, to creating simple loyalty programs and ensuring accessibility across all channels.

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5
min.
Customer Experience
24.4.2026

What is Customer Journey? Definitions and Examples

The Customer Journey is a look at the company through the eyes of the customer — from the first contact, through the sales, to the after-sales service. Learn what a customer journey map (CJM) is, how to build it step by step, and how the Creatio platform allows you to track and optimize every step of that journey in a single system.

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6
min.
CRM
24.4.2026

No CRM? 3 problems for your sales team

Do you work without CRM and somehow it works? Maybe. But somewhere along the way, leads get lost, bids delay trades, and forecasting eats up the time traders should spend selling. Learn about the 3 most common pitfalls of sales teams without CRM — and see how a modern system eliminates them.

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5
min.
Customer Experience
24.4.2026

How important is customer experience? Explore the statistics

One bad service can cost more than an entire campaign to acquire a new customer. Hard data doesn't lie: customers leave because of poor customer experience — not the price, not the product. Check out 6 statistics that show why investing in customer service is one of the top business priorities today.

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4
min.
CRM
24.4.2026

What benefits do individual departments of the company get from the implementation of a CRM system?

CRM is not only a tool for sales and marketing — its implementation brings real benefits to almost every department of the company. Learn how CRM is used by customer service, HR, purchasing, and partner management teams — and why a single, shared source of data is changing the way your entire organization works.

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5
min.
Customer Experience
24.4.2026

The power of listening to customer feedback

Truly customer-centric companies don't stop at declarations — they actively listen to it, combining quantitative data with direct contact, and monitor every touchpoint with the brand. Learn what sets Customer Experience leaders apart from the rest of the market and how to build an organizational culture where customer delight becomes a shared goal for the entire team.

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4
min.
CRM
24.4.2026

Digital Sales Transformation Tips

The fourth industrial revolution is changing the rules of the game in sales — AI, mobility and data science are no longer the future, but the everyday life of the best teams. Explore the 7 elements of digital sales transformation: from the use of AI and coaching, to a customer-centric culture, agile teamwork and a trust-based environment.

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5
min.
Automation
24.4.2026

Automation of marketing and sales processes

Modern CRM is much more than a contact base — it is an automation engine that guides salespeople step by step through the sales process and eliminates routine tasks. Learn how Creatio enables you to build marketing campaign scenarios, automate follow-ups and monitor all customer data in one 360° view.

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5
min.
No-code
24.4.2026

Go-live: Differences between traditional and no-code approaches

The Go-Live phase of a no-code project is governed by different laws than traditional implementations—the business department takes the lead, users engage from day one, and the MVP can be in the hands of users in days, not months. Learn what differentiates a no-code approach from classic software development and how to get the most out of it in a production deployment.

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5
min.

Categories

Customer Experience
11
CRM
8
B2B Sales
6
No-code/Low-code
6
Automation
5
Digital Transformation
4
AI in CRM
3
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