Creatio CRM

An excellent software for financial institutions

Kommentare: Creatio is incredibly user-friendly, and Creatio support service consistently delivers exceptional assistance, ensuring our our satisfaction at all times.

Vorteile:

This platform is a great solution for lead and opportunity management, from lead generation to finalizing sales. Great fit and ready-made solution for financial insitutions enables with ready workflows for solving all modern challenges. The platform has a user-friendly interface that enables customization through intuitive drag-and-drop functionality.

Nachteile:

I don't think there is anything major, I personallt didn't experience such.

Cutting-edge agile software solution, designed to optimize your conversion rates and drive business

Kommentare: We recognize that implementing Studio Creatio earlier would have been a strategic move. The platform has proven to be a game-changer for our operations, significantly improving our business processes and increasing our overall resilience, which is paramount in today's rapidly evolving business landscape.

Vorteile:

Sales Creatio stands out as an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger players has been significantly enhanced through our transformational approach and unwavering commitment to continuous innovation. Incorporating no-code tools into our sales/business analytics toolkit has proven to be a valuable addition. These tools have empowered our team to streamline processes and achieve greater efficiency, ultimately contributing to our success in the market. Notably, our conversion rates have experienced a significant increase, and our sales team is thrilled with the results.

Nachteile:

While we have overall been highly satisfied with the platform, we have encountered occasional technical issues. Nevertheless, the support provided by Creatio has been instrumental in swiftly resolving these minor issues, ensuring that our overall experience with the platform has remained uninterrupted.

Potential Buyer

Vorteile:

The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Nachteile:

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire. I came away believing they will say anything just to get you on a call for their pitch. Where are we going? Salesforce with Timetrade as a plugin

learning and satisfaction of successful use :)

Kommentare: I like it, I love it, the more I get to know and understand it, the more I like it. For me, learning is very important, and applying this learning makes me feel useful, that I am progressing in my knowledge. It makes me feel good. Thanks for asking.

Vorteile:

It is a software that by getting to know it one learns to identify and become familiar with its functionality. If it's hard work. However, by striving and pacting, one grows fond of him, falls in love with Creatio. Because by understanding it, you get to know everything that can be done with creatio. Thank you very much for designing, developing and building such an excellent product.

Nachteile:

I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a change. Another point is the dependencies that it has, they are complicated to understand, and therefore, as a result of this, errors have been made, I believe that understanding this issue is solved, or that there is a more in-depth documentation of issues in more depth.

Great for productivity improvement!

Vorteile:

This tool has been instrumental in substantially enhancing our productivity and fostering stronger collaboration within our team. It has effectively facilitated the consolidation of our projects, even with the geographical dispersion of some of the team members. Moreover, it has provided us with a clearer and more definitive understanding of our strategic trajectory. All in all, it has proven to be a game-changer for our workflows.

Nachteile:

That would much help to have even more pre-built and composable modules as this will simplify the user adoption process. We know that Creatio's team are inteniv;y working on this.

A highly efficient platform with a bunch of pre-built solutions

Kommentare: Creatio is a supportive and flexible partner. Their team has showcased a deep understanding of business strategic goals and the expected outcomes of our digital transformation. They exhibit a remarkable level of industry expertise. Whenever we face issues, the Creatio team consistently delivers timely solutions.

Vorteile:

We found everything to be impressive, from the user-friendly interface to the smooth data synchronization across multiple customer-facing applications. Creatio offers effective tools for lead and opportunity management, covering the entire journey from lead generation to opportunity closure. The scoring mechanisms are particularly valuable, helping to prioritize crucial leads, and the forecasting tools prove highly efficient for strategic planning.

Nachteile:

No-code tools are really intuitive. However, our team needed to undergo a training to fill the gaps in our knowledge of business process management. Also, for really complex apps creation, a support of an IT team is still required. Maybe it's specific to industry though.

Great tool for sales forecasting and operations

Kommentare: Our experience with Creatio is positive. Implementation and usage have been relatively effortless. We've managed the transformation project internally, and our team now effectively utilizes the system for lead management, opportunity management, sales forecasting.

Vorteile:

It's user-friendly customization options, and the remarkable improvement in the accuracy of our sales forecasting. Dashboards have significantly enhanced our visibility and helped us better align with different units.

Nachteile:

We successfully implemented everything within just a couple of months, although we did encounter a few challenges along the way. However, the no-code functionality allowed us to find quick and flexible solutions.

A tool for deep business insights and analytics

Vorteile:

Creatio provides a bunch of pre-configured workflow templates, the majority of which align closely with our requirements, that helped us significantly streamline our operations. This level of efficiency is of utmost importance in the fast-paced world of financial markets. The most outstanding are Creatio's customization capabilities, sales forecast tools, and easily-adjustable dashboards.

Nachteile:

While I faced a few minor bugs along the way, these issues were promptly fixed by responsive Creatio support team or resolved through the regular bi-weekly updates that Creatio consistently delivers.

Creatio CRM

Vorteile:

Ability to customize setup, processes and automations to match business needs

Nachteile:

Their could be improvement in how some client communications are displayed

A tool to manage data and clients relationship

Kommentare: I highly recommend Creatio as an efficient platform that delivers exceptional customer experiences, consistently delivers strong results.

Vorteile:

Сreatio is a remarkable platform that greatly helps contact center agents in streamlining their daily tasks, providing better service to clients, and ultimately boosting client satisfaction. Additionally, they offer a variety of valuable Marketplace solutions to extend Creatio's capabilities.

Nachteile:

Not much. It may take some time for non-technical specialist to learn how to use the platform. But once you tried, you won’t go back to another product.

This is a highly scalable and customizable solution, must-have for businesses seeking a CRM

Kommentare: This is a highly scalable and customizable solution that offers a comprehensive suite of tools to design workflows that align with your organization's unique business processes. Its adaptability to cater to the diverse needs of various departments and companies is unmatched, making it a must-have for businesses seeking a CRM solution. The ability to manage workflows and business processes is essential for any organization, and this software delivers on that front, providing a robust platform to integrate all corporate solutions into a single IT environment. Effective data visualization is critical to making informed decisions, and this software ensures that the visualization of data is accurate and precise. With virtually limitless customization options, businesses can tailor the software to their specific requirements. Furthermore, built-in reporting and analytics offer valuable customer insights, making it easier for businesses to stay on top of their game. The software is user-friendly, cost-effective, and has gained significant popularity in the market.

Vorteile:

Creatio offers great agility, enabling us to quickly adapt and make changes as necessary. We often refrain from altering anything that is already functioning well and instead utilize the out-of-the-box modules for tasks such as sales forecasting, opportunity management, marketing autometion and more

Nachteile:

Overall everything is good, any question and inconvenience can be solved promptly

Great all-in-one solution!

Vorteile:

It offers a very comprehensive automated platform to automate sales, marketing and customer service processes. It also provides advanced analytics and reporting capabilities to track performance, identify areas of improvement and make data-driven decisions for your sales and marketing departments.

Nachteile:

Can't think of any downside at this point. It has been good for us!

Creatio CRM

Kommentare: Before Creatio, basically all that we did was manual and we attempted to offer our types of assistance at a quick speed. We are currently outfitted with clever answers for handle all client confronting processes: deals, showcasing, client assistance tasks, clinical guaranteeing, and claims the executives. Creatio holds cornerstone information of our individuals. The capacity to assemble work processes made Creatio a flat out fit for our business. We tweaked the lead the board cycle, and computerized deals pipe. We convey fundamentally better client care as our representatives have moment admittance to client profiles and see every one of their exercises. The specialists can follow the situation with client cases and give exact data on the goal.

Vorteile:

Catching data about clients and their workers Making leads from the site The board of gatherings of the outreach group The board reports for promising circumstances The vital strength of the stage is its adaptability. Creatio accompanies out-of-the-case arrangements, yet theyre configurable for your business.

Nachteile:

At the point when clients go on-prem, there are some additional expenses for microservices. The mix with web-based media requires outsider applications It would be extraordinary to make the framework more easy to use by adding further developed separating and information perception. On a side note, we have as of now seen some critical enhancements in this space this year.

A highly recommended solution for customer-centric businesses

Kommentare: Working with Creatio’s team has been a pleasant and rewarding experience. We had a rapid project
deployment with the first phase completed in 2 months only and the second deployment finished in 3
months. Thanks to its low-code development tools, we are able to create new tailor-made solutions on
the go. These constant process management improvements enabled us to create better ways of
interacting with our customers and building rapport with them.

Vorteile:

The system’s ability to provide us with a complete customer profile, deliver an omnichannel customer experience, and leverage comprehensive analytics. The platform’s tools help us understand our clients and serve them better. Also, the system’s UI is great.

Nachteile:

The change management process was challenging at first, but our users quickly recognized the intuitiveness of the system. Whenever we had any complications because of our initial lack of knowledge of the system, Creatio team was always ready to help us out.

Bank of Georgia -Business process management

Kommentare: The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience

Vorteile:

Effective solutions to unify multiple customer touchpoints, easy-to-navigate UI for service agents, AI-powered automation tools for customer service management processes, comprehensive customer analytics, easy configuration, and much more. The system is versatile and intuitive, which makes it a perfect fit for our company.

Nachteile:

We see that the system has great potential in AI-powered solutions that are getting more and more advanced with every product release. However, we wish we had more existing AI solutions in place that we could get up and running at this point of time without requiring much effort from our IT teams or business analysts to leverage them.

Bpm'online helped us improve performance

Kommentare: Sales and marketing management system. With this application we have got great results with minimal time spent and maximum success. We are happy with results!

Vorteile:

With bpm’online we managed to integrate and our processes and operations in one application. Our sales reps have access to all the information they need, even if it’s lead’s website behavior data. We automated a standard sales process for the entire team and it helped us improve performance.

Nachteile:

Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.

Great solution to manage your business processes and workflows

Kommentare: Bpm’online streamlined the workflow of our departments in one homogeneous environment, connecting all processes and eliminating the gaps. We are very satisfied with it.

Vorteile:

1. Flexibility. People on different technical levels can modify processes in bpm’online it’s easy with the drag and drop features. Thanks to ability to change and modify processes our business stays at the top of game. 2. Mature platform. Technologically the platform is quite powerful and provided us with tools to configure our system with almost no coding.

Nachteile:

Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases.

CRM that brings marketing on new level

Kommentare: We now house all of our marketing and lead management processes on one platform. It's great to track everything you are doing in one place instead of pulling reports from different apps.

Vorteile:

Thanks to bpm'online, we got all our marketing and lead management tools on one platform. Now we can run various campaigns, send personalized mass mail and gather lead data from multiple channels without the necessity to use different systems and apps. It saves time and increases productivity, as our marketing staff does not need to manually exchange lead data with the sales department, the bpm'online system does it for them automatically.

Nachteile:

Like any time you start something new, there is a learning curve. This can lead to some decision paralysis for where to start. You will have to develop your own priorities and find a way to deal with it. Bpm'online offers a lot of educational material on its academy platform; just do not forget to explore it first.

Grow your business with bpm'online

Kommentare: Integration of the bpm’online system created a single hub for our data points. Multiple data points about customers’ requests, orders and invoices were synchronized and this information was available in one window. Bpm’online helped us streamline our processes and operations to considerably increase productivity

Vorteile:

As our company continued to grow and extend over new territories, we faced difficulties in managing and controlling all customer communications, sales processes, invoices and orders of our global clients. With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned. Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us

Nachteile:

We had to make many changes and customization to the system, as the scope of the project was large

Intelligent business with bpm'online CRM

Kommentare: We gained total control over the complex lead management processes in our company which was our main aim and now we plan, implement and analyze lead management easily!

Vorteile:

We like mature lead management tools of bpm’online. We can track leads’ needs from their first visit to our website, nurture them and hand off to sales, when leads are sales-ready. All in one system.

Nachteile:

Sometimes minor errors occurred for example when working with Safari and Internet Explorer browsers but the system is constantly improving.

Happy business Partner/ Happy Customer in the Insurance Industry

Kommentare: Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.

Vorteile:

Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.

Nachteile:

Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.

Very flexible with amazing reporting

Kommentare: BPM gives our business incredible insight into product development, business development, and account ROI. What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.

Vorteile:

At UpSellit, we develop custom e-commerce campaigns for a diverse range of clients. Every campaign is developed from the ground up and some campaigns are built before we close the sale. We need a solution that seamlessly blends sales tracking with project management. BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process. The highly customizable reporting is a very close second favorite feature. I'm able to run reports on every single step of our complex sales process and gather insights and business intelligence I only thought possible with solutions that cost 10X what BPM charges.

Nachteile:

I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers). This was a much larger undertaking than I anticipated. Some components of the process wizard aren't very intuitive, but their support team has gone above and beyond to help me, spending countless hours working with me to make sure we have the perfect system for our business.

Bpm online is a hidden gem!

Vorteile:

Bpm online is a hidden gem! From when I first discovered bpm’online I have always liked the modern and simple user interface and reporting features. It’s great to have found a system that works not only for the users, but also for the management team. Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road. Personally, I love how easy bpm is to customise and to create new business processes – this feature has saved me a lot of time and the company a lot of money.

Nachteile:

There’s not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.

Best software to synchronize processes

Kommentare: With the deployment of the bpm’online system, we finally united our three main departments: marketing, sales and service, which allowed our head of departments to automate lots of routine processes. Now marketing and sales managers work as one team, instantly share the business information on the leads, potential buyers and orders, etc. Coherent communication and internal operations increased the productivity of the staff.

Vorteile:

Firstly, bpm’online synced our internal processes and data, and created a unified business hub for our marketing and sales. The system became one single entry point for all data and no information was lost. Secondly, the system has a very friendly interface. Our staff quickly adopted a new system. An intuitive interface is a crucial feature that our marketers and sales reps were looking for since they are the ones who work with the system on day-to-day basis. Now previously complicated reports are made in 1-2-3 clicks.

Nachteile:

When we just deployed the system, the out-of-box processes didn’t cover all our operations. So we had to work with client support managers to make additional customization.

The only CRM tool you will ever need since it will grow with you

Kommentare: I have used BPMonline since 2005. When we first started to look for a CRM system, hardly any of the products we looked at had the main feature what we wanted; the ability to view a list of any item or type of object (Customer, Contact, Lead, Opportunity, Activity….) from just about any angle and at the same time have detailed information about the item visible in one screen. Or, put in a different way; the ability to view a piece of information that is linked to one or more other pieces of information should be visible in one screen without the need to click an item to view its details. And, if you don’t like what you see, just change it! Need to automate your processes? Easy! Just draw your current processes using the built-in Process Designer and BMPonline will automatically create the proper process flow to aid, to automate and control the workflow at hand. If you need to integrate with your in-house Invoicing and Accounting system (or other systems) there is a set of published calls using the OData protocol to perform operations on all objects BPMonline platform (select, change, delete) using an HTTP-request command, and get responses in Atom, JSON or XML, including opportunities by page, sort and filter data.

Nachteile:

The installer for installing BPMonline on your own server is missing some elements such as installing the Redis server but the BPMonline Support crew is very responsive and helpful so that should not be a major issue.