360° customer view

Socio-demographic data

Obtain a complete view of your customers. Store various information about your customer that include industry,company size, geography, noteworthy events, contacts’ career history, and many more in Marketing Creatio. Get to know your customers better, understand their preferences and build efficient personalized communications.

History of customers’ events

Use Marketing Creatio to track customers’ preferences and their buying behavior: website browsing, history of quotes and orders, etc. Search and segment your database in any number of ways and increase chances of transforming prospects into customers by building personalized communication strategies.

Understanding customer needs and preferences

Keep track of the changing customer needs and match them with the appropriate product or service. Manage the evolution of your customers’ preferences by offering them products and services that might interest them in the future. The system allows tracking changes in customer preferences, as well as creating new ones.

Intelligent data enrichment

Manage your CRM data faster and with minimal effort by leveraging automatic smart data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.

Profile completeness

Manage the information completeness about your customers and their needs. Creatio enables you to add weights to each parameter in a customer profile and conveniently visualize the data.

Data cleansing and merge duplicates

Keep your customer database up-to-date and accurate. Easily import lists of leads, contact data or any other information from Excel files with just a few clicks. The system provides all the necessary tools for data cleansing and duplicate merging.

Customer database analytics

Analyze the structure of your customer database adjusting and setting new and different parameters while consistently tracking all new leads. Using analytics tools, you can also evaluate the overall coverage of existing and potential customers within the database.