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Products
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Low-code BPM and CRM vendor
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Global community of 600+ partners
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Success portal
Single portal to manage
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About
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About
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Digital events
Digital events on how to navigate through change
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About
A unified interface for lead management
The system not only helps to track visitor behavior on your website, but also enables you to identify lead generation channels and sources. All information is collected in the lead profiles and is also displayed in dashboard analytics. Track lead sources to evaluate the effectiveness of lead generation channels used in your marketing campaigns and focus your efforts on the best performing channels.
Lead qualification
Leverage Marketing Creatio to better qualify leads. Check lead profile accuracy and search for duplicate leads. Connect leads to relevant accounts and enrich lead data with insightful intelligence that can be leveraged during sales follow up. Search for similar leads in the system to identify a prospect’s needs and make decisions when qualifying a lead.
Hand-off to sales
Make sure you know all the detail before transferring the lead into an opportunity or an order. Record the history of communications in accordance with the sales process. If the customer is ready to make an order, initiate the appropriate business process in one click. Use the action dashboard to focus only on key lead indicators.
Analytics on leads
Approach prospects more intelligently with in-depth analysis of your leads. The end-to-end lead pipeline will help you assess conversion throughout the entire lead management process, from lead generation to hand-off to sales. Use the dashboards to analyze leads in different dimensions, such as the number and quality of new leads, conversion rates, most efficient lead generation channels, etc. All this helps to increase the conversion of prospects into opportunities and deals won!