Benefits of CRM System

Learn more on the benefits of CRM software and how it can take your business to the next level

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What is CRM?

CRM system is a software that manages the relationship between an organization and its customers. The abbreviation CRM stands for Customer Relationship Management. Read more about CRM at What is CRM page The main goal of any CRM is to ensure sales increase by optimizing business processes, improving the quality of goods and services, and effectively communicating with customers (after-sales service and technical support).

CRM captures and analyzes leads, stores information about customers, accepts complaints and offers from these customers and, based on all this information, provides you with the data, which allows for making data-backed decisions. These data is a great way to improve the quality of service and, as a result, increase sales.

Basic functionality of CRM system

Seamless operation of all the organization departments is one of the main aspects of a successful business. The task CRM system perfectly copes with is data centralization, which allows every employee, referring to a single unified database, to see a detailed and complete view of the buyer.

Good CRM solution provides the ability to interact with customers through all communication channels: phone, email, and even social networks. What’s more, CRM also provides team and team members with the capability to communicate with each other through the single interface.

The ability to conduct a continuous analysis of the information gathered to make data-backed decisions about the future strategy of the organization, forecast sales volume, and detect bottlenecks before they cause serious troubles.

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What are the benefits of CRM system?

Costs reduction

Automated and regulated business processes allow you to reduce operational costs by decreasing the amount of routine operations, which your employees were initially to perform manually.

Quality of the service/product improvement

Using CRM system, it is possible to make relationships with customers the first priority for your company, which allows for paying more attention to the level of the provided service and customer satisfaction rate.

Performance improvement

With the help of CRM software, you can easily track the effectiveness of your employees: set KPIs, delegate tasks, set deadlines, track progress, assign agents and many others.

Increased customer loyalty

Complete information on each client will enable marketing, sales and service agents to deliver truly personalized customer experience, which leads to increased customer loyalty and more sales.

Increased number of customers

Having loyal customers, you can be sure that they will recommend your company to their friends or partners.

Increased sales volume

With the involvement of new customers, the number of sales is also growing, and increasing the loyalty of existing customers leads to repeated sales.

Benefits of using Creatio CRM

Creatio is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service and operations. Developed on top of the intelligent BPM platform, Creatio CRM provides its users with out-of-the-box tools to manage a complete customer journey, from the first point of contact to customer service. Additionally, Creatio provides an ecosystem of out-of-the-box processes, templates and apps – Marketplace Creatio, which enables users to accelerate productivity and benefit from extended Creatio capabilities. All Creatio products can be used both as stand-alone solutions and as a bundle.

Marketing Creatio

With Marketing Creatio, users are able to consolidate the data on the leads and the history of their interactions in a single environment. Moreover, users have the ability to segment the lead database based on the necessary parameters, which may include age, demographics, gender and others, to ensure a personalized approach to every lead or segment. With the help of a smart website tracking tool, it is easy to track the lead’s behavior on the website and identify the most effective lead generation channels, which allows for focusing the attention on the most efficient ones. With the help of the intuitive campaign designer, users are able to create and run campaigns of any complexity and send personalized trigger emails.

Sales Creatio

With wide Sales Creatio functionality, sales professionals are able to efficiently manage the complete sales cycle – from initial contact to order, and successful cross and up sales. The system is equipped with a set of built-in best practice sales processes that guide sales reps step-by-step through the most effective actions to liberate sales bottlenecks and get the most out of the sales pipeline. Sales reps can take advantage of the Creatio powerful features such as sales forecasting and planning, opportunity management and field sales management. Single window for order processing enables to manage orders with no efforts: predefined templates allow sales agents to easily create new orders and invoice the client in a single click.

Service Creatio

Service Creatio keeps the information on all the customers in a unified database, and intelligent data scientist enriches the system with available information from the open sources. Users are also able to automate the contact center, allowing service agents to more effectively manage their daily tasks in a single window interface, and allowing supervisors to easily track the performance of service reps. Service agents can also create static and dynamic queues to manage cases more efficiently. Service Creatio allows users to easily register all customer cases and follow up the effectiveness and quickness of their resolution. Supervisors may assign case to an appropriate agent or a group of agents, manage communications while resolving it and control on-time case closure.

Take a look at the most agile CRM platform from Creatio

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Creatio is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of Creatio is to help companies ACCELERATE!

Creatio has been widely recognized by key industry analysts, receiving multiple awards.

  • Сreatio named a Leader in the Gartner Magic Quadrant for Sales Force Automation (2021).

  • Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for the CRM Customer Engagement Center (2020)

  • Creatio has been included in the Gartner Magic Quadrant for Enterprise Low-Code Application Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for Intelligent Business Process Management Suites (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Digital Process Automation for Wide Deployments, Q1 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Customer Service Solutions, Q2 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: CRM Suites, Q4 (2018)

  • Creatio named a Strong Performer in
    The Forrester Wave™: B2B Marketing Automation Platforms, Q4 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Cloud-Based Dynamic Case Management, Q1 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q2 (2017)

  • Creatio has been recognized in the LCAP Technology Value Matrix 2020 by Nucleus Research.

  • Creatio has been recognized as a Leader in the CRM Technology Value Matrix 2020 by Nucleus Research.

  • Creatio named a Leader in the Grid® Reports for Business Process Management and CRM | Winter 2021 by G2.

  • Creatio named a winner of the CRM Watchlist 2020 award led by Paul Greenberg, one of the most influential thought leaders in the CRM industry.

  • Creatio named a 5-Star Partner Program Award Winner among Cloud Vendors by CRN Magazine for the third consecutive year (2020).

  • Creatio named a winner of a People’s Choice Stevie® Award for Favorite New Products in The 18th Annual American Business Awards® (2020).

  • Creatio named a Leader in three categories of the 2019 CRM Market Leader Awards - Enterprise CRM, CRM for Midsize Companies and SFA.

  • Creatio named a winner of a Gold Stevie Award in the Digital Process Automation Solution category in The 17th Annual American Business Awards. (2019).

  • Creatio named Market Leader in the Summer 2020 Low-Code Development Platforms Customer Success Report.

  • Creatio named a Top 1 business process management solution by FinancesOnline for the second year in a row (2019).

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Creatio offers a number of various editions and pricing,
which allows you to select the edition that best fits your business model.

Read our CRM Buyer’s Guide and choose the best software!