to automate high tech workflows and CRM with
High tech Workflow Map
Keep track of delivery milestones, phases, and activities, and ensure daily completion of tasks by using your favorite SDLC methodology.
SOW & project documentation
Easily maintain project documentation up to date, manage access rights, and share with the stakeholders and the team.
Manage complex distributed teams and keep track of their performance, integrate multiple team management methodologies and task management systems whenever necessary.
Manage customer communications within one system, easily share status updates and create meeting notes, and keep the stakeholders in the loop of the essential delivery activities.
Set up transparent workflows for requirements management and maintain a single source for requirements documentation.
Increase delivery agility and embrace change by automating change management processes and speeding up customer feedback loops.
Keep the stakeholders always informed, easily gather feedback, and store all important communications from multiple channels in one system.
Backlog & solution roadmap
Eliminate project bottlenecks, gold plating, or scope creep by continuously maintaining feature specs, backlog, solution roadmap, etc. up-to-date and approved by the stakeholders and the team.
Market & competition analysis
Collect and organize knowledge on market trends, competition, analyst reports, etc. to adjust the product development strategy.
Product backlog management
Set up automated workflows for product backlog development, review, prioritization, and sign-off, and ensure delivery teams always get accurate data on the product strategy.
User & feedback analytics
Collect, analyze, and visualize user behavior data and user feedback.
Implement effective workflows for planning, scheduling, and rolling out of new product releases that incorporate all necessary activities on quality assurance, DevOps, customer acceptance, and technical support.
Improve knowledge sharing and build up technical expertise faster via across-the-board automated knowledge management workflows.
Keep track of financial expenses and ensure effective allocation of resources by implementing ROI management dashboards, KPI analytics, OKR analytics, and other strategic management workflows.
Omnichannel case management
Automate submission and processing of customer service requests, deliver omnichannel communication capabilities for the customer, self-service options, and effortless mobile experiences.
Improve customer satisfaction and learning curves with a quick access to training materials, streamlined technical support, self-service customer success portal, and on-demand training.
Automate renewal processes on your side as well as your customer's side by organizing document templates, ensuring timely email notifications, and creating seamless data processing workflows.
Track your customers' satisfaction level with the Net Promoter Score metric and continuously improve your customer service strategies based on the collected data.
Risk & Compliance
Customer privacy management
Implement personal data compliance workflows in accordance with the industry's best practices and data privacy regulations (GDPR, CCPA, etc.).
Regulatory compliance control
Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.
Legal case management
Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration process.
Track, monitor, and manage certification processes throughout the entire organization to ensure regulatory compliance.
Manage audit workflows across all required financial, physical, and legal assets within your organization.
Customer success and genuine care
Asseco SEE leverages Creatio’s no-code capabilities to design complex sales workflows.
Health e(fx) accelerates sales and customer service while providing complete data integrity and seamless customer journey oversight.
Xledger uses Creatio to automate customer-facing processes and ensure the ultimate alignment of sales, marketing, and account management functions.
Convenient Software Solutions utilizes Creatio’s end-to-end process automation capabilities to revamp customer-facing operations.
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