Sales Creatio product overview

Sales Creatio is an intelligent sales management software designed to accelerate the complete sales cycle, from lead to repeat sales. The product includes out-of-the-box processes that serve as best practices for lead management, opportunity management, quote management, as well as order and invoice management.

Sales Creatio guides users through the sales process from the initial communication with a customer to the closed deal. Following pre-defined processes makes it easy for companies to implement and integrate the system and bring industry best practices to their work. Sales Creatio combines AI with leading UX to accelerate user adoption.

Pros of Sales Creatio

Sales Creatio is built on a powerful low-code platform, which enables users to easily change processes without coding. Creatio offers the ability to continually test, modify and optimize business processes. Creatio also offers the ability to align and accelerate marketing, sales, and service activities on a single platform, delivering end-to-end sales processes to manage the entire customer journey.

Cons of Sales Creatio

Some coding may still be required to create new processes.

Breakdown of core features

360° customer view

Get a complete customer view with a single database of all contacts and accounts, where the full history of activities and previous communication is stored.

Lead management

Capture and track leads through a range of sources, then automatically qualify them and distribute to the right people within your organization. Qualify each lead and enrich lead data with insightful intelligence to get it fully prepared for a sales follow up.

Sales forecasting.

Achieve your sales target easily with Creatio’s forecasting tools. Plan sales volumes by managers, accounts or industries.

(Last updated on 10/31/2019 by Marshall Bright)