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Sales Creatio

4.69 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(828 Reviews, Testimonials & Expert Opinions)
(828 Reviews, Testimonials & Expert Opinions)

Sales Creatio : Sales Creatio is a cloud based CRM that drives efficient sales processes and enables total control over the complete customer journey - from lead generation to loyal repeat sales

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About Sales Creatio

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.

Peer and Expert Opinions
for Sales Creatio

Goals

Increase sales & revenue and Scale best practices are the most popular goals peers achieved using Sales Creatio .

Other goals:

  • Enhance customer relationships
  • Improve internal communications
  • Acquire customers
  • Improve ROI
  • Improve efficiency
See all goals See less goals

Channels

It is the best suited for e-mail, website, phone calls, channels.

Other channels:

  • social media
See all channels See less channels

Processes

Peers recommend lead management, communication management, campaign management, as the business processes that they have been most satisfied while using Sales Creatio .

Read Peer and Expert Experience for Business Use Cases

Lead management

Communication management With Phone calls and Website and E mail

Sending & publishing communications With Website and Phone calls and E mail

Campaign management With E mail

Campaign analytics

Engagement management

Engaging and following up

Opportunity management

Customer case management

Sales document management

Proposal & quote management

Contract management

Forecasting

Generation of new leads With E mail and Website

Billing and invoice management With E mail

Workflow management

Conversion management

Lead tracking With Website

Social media management With E mail

Social media analytics With E mail

Contact list management With Social media

Contacts history With Social media

Lead analytics

Customer feedback management

Competitive intelligence

Pipeline management With E mail

Event management With E mail

Account management With E mail

Collaboration

Knowledge management

Product marketing

Business development

See allless Activities

Popular Business Setting
for Sales Creatio

Top Industries

  • Computer Software
  • Hospitality
  • Manufacturing

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Peers used Sales Creatio to Increase sales & revenue and Scale best practices

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IT and Other Capabilities
for Sales Creatio

  • Low
  • Medium
  • High

data

Data Import

Data Export

Support

24/7 Support

Email Support

Chat Support

Phone Support

Other

AI Powered

Analytics

Custom Reports

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for Sales Creatio

First 5 Reports are Free

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