Sales Creatio Overview

Sales Creatio is a sales automation software that helps convert leads to repeat sales. It provides intuitive tools for opportunity management, lead management, and quote management, as well as invoice templates and order management tools.

Sales Creatio guides through the entire sales process, starting from the initial communication with a customer up to the closed transaction with them. It defines sales tactics for each deal, track competitors and analyzes their strengths and weaknesses, identifying key decision-makers. It has extended analytics capabilities.

Sales Creatio features 360° customer view, collaboration tools, business process management, lead management, opportunity management, orders and invoices, field sales management, sales forecasting, contract management, product management, document flow automation, project management, mobile sales, knowledge management, synchronization and integration and system designer.

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well Sales Creatio solved their CRM needs. Cuspera uses 448 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities peers achieved using Sales Creatio.

Other priorities:

  • Scale Best Practices
  • Improve Internal Communications
  • Acquire Customers
  • Improve Efficiency
  • Improve ROI
See all business priorities See less business priorities

Use Cases

Peers recommend Campaign Management , Engagement Management , Lead Management , as the business use cases that they have been most satisfied while using Sales Creatio.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Campaign Management with E-Mail

4.83/5

Read Reviews (13)

"...Analytics tools is a big part of the deal as now we can measure success of our marketing campaigns and concentrate on what works best...." Peer review by Julia K., Head of Marketing, Computer Software
campaign analytics

4.55/5

Read Reviews (5)

Engagement Management

4.59/5

Read Reviews (13)

"...The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers...." Peer review by Vanessa S., Marketing Director, Professional Training & Coaching
engaging and following up

3.91/5

Read Reviews (5)

Lead Management

4.80/5

Read Reviews (12)

"...We gained total control over the complex lead management processes in our company which was our main aim..." Peer review by Martin B.
PEER EXPERIENCES
Campaign Management with E-Mail

4.83/5

Read Reviews (13)

"...Analytics tools is a big part of the deal as now we can measure success of our marketing campaigns and concentrate on what works best...." Peer review by Julia K., Head of Marketing, Computer Software
campaign analytics

4.83/5

Read Reviews (5)

Engagement Management

4.59/5

Read Reviews (13)

"...The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers...." Peer review by Vanessa S., Marketing Director, Professional Training & Coaching
engaging and following up

4.59/5

Read Reviews (5)

Lead Management

4.80/5

Read Reviews (12)

"...We gained total control over the complex lead management processes in our company which was our main aim..." Peer review by Martin B.

32+ more Business Use Cases

Our AI advisor, Wyz, harnessed 448 insights from peers and experts to help you assess how these Sales Creatio use cases fit your CRM needs.

Popular Business Setting

for Sales Creatio

Top Industries

  • Computer Software
  • Information Technology and Services
  • Professional Training & Coaching

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Sales Creatio to Enhance customer relationships and Increase sales & revenue

Peer and Expert Opinion on Features

for Sales Creatio

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Dashboard

4.87/5

Read Reviews (17)
Personalization

4.25/5

Read Reviews (8)
Recording

3.56/5

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
Dashboard

4.87/5

Read Reviews (17)
Personalization

4.25/5

Read Reviews (8)
Recording

3.56/5

Read Reviews (5)

IT and Other Capabilities

for Sales Creatio

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.77/5

Read Reviews (34)
Data Export

4.67/5

Read Reviews (26)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.77/5

Read Reviews (34)
Data Export

4.67/5

Read Reviews (26)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.18/5

Read Reviews (74)
Chat Support

3.58/5

Read Reviews (13)
Email Support

2.50/5

Read Reviews (6)
Phone Support

2.50/5

Read Reviews (8)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.18/5

Read Reviews (74)
Chat Support

3.58/5

Read Reviews (13)
Email Support

2.50/5

Read Reviews (6)
Phone Support

2.50/5

Read Reviews (8)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.66/5

Read Reviews (24)
Custom Reports

4.60/5

Read Reviews (53)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.66/5

Read Reviews (24)
Custom Reports

4.60/5

Read Reviews (53)

Failure Risk Guidance Security Report

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for Sales Creatio

Overall Risk Meter

Low Medium High

Top Failure Risks for Sales Creatio

Vendor Profile Details

Company Name

creatio

Company Website

https://www.creatio.com/

Year Founded

2002

HQ Location

280 Summer St., 6th Floor, Boston, MA 02210

Employees

501-1000

Social

Financials

Private