Effective customer management strategy: aimed at improving your customer relationships

Enjoy excellent customer experience and elevated support with Creatio customer management strategy

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Service Creatio: tailored to improve your customer management strategy


If you are a seller or a buyer, you like to feel special and in any case, you have your particular and unique approach to both selling and buying processes. The same thing applies to the customer retention. The main question is how to establish personal approach, maintaining the full cycle of interaction within the CRM system (check on page - CRM meaning).

Time, people, resource and one system to handle all the processes.

The Service Creatio tool offers you the opportunity to keep track of all the processes within a single system, taking the hardest part of the workload and automating the most processes with minimal time allocated to it.

Customer Success Management nicely planned strategy of the customer reference program can not only increase customer retention rate but also bring in more loyal clients. And if you think that devising successful customer management strategy is difficult, I need to let you know that most successful companies dedicate more and more time and resources specifically to that. The correct CRM system will be able to provide you with the good suggestion from the world’s best practices and take care of the most part of the processes by automating them.

Check the pricing of the best customer management processes software!

Delving deeper into Service Creatio functionality

Service Creatio provides the variety of functions, making sure your company focuses on the clients’ needs and interests, giving you the possibility to make very accurate forecast of the future purchases. Let us regard possibilities of customer management strategy that could be implemented with the Service Creatio:

Unified customer database

Create unified database for your clients so that you have easy access to any information needed. Use the data enrichment tool to update the information for you to always have up-to-date and complete information. Divide and conquer, with the appropriate subdivision of customers, issues and responsible representatives. Keep the complete history for further references.

Omnichannel communications

Use the convenient way of the communication for the client. Text, email or call customers from the system – use the communication panel to keep it handy. Keep in touch with the colleagues, using the Enterprise Social Network just a click away from you.

Contact center

Arrange the work of your employees, displaying their tasks and KPI statistics on the same desktop. Make sure that the supervisor has clear visibility of all the teams’ workload to distribute the responsibilities and tasks correctly.

Business process management

Take advantage of the world’s best practices available for you in the system and add something particular specifically to you by designing the unique workflow. Bring order to the unruly processes internal or external, use dynamic case management tool for the most chaotic ones. Make the system work for you.

Request management

Manage you incidents from the single database to keep better track of them and use the history for finding the solution within seconds. Register and classify the incoming requests automatically to save your team from the “junk” requests. Find out clients feedback to show them that you appreciate their opinion.

Problem management

Store all the identified problems so that the system could prevent any similar cases and inform the client in case of any errors. Run the diagnostics to find out the root of the problem assign appropriate representative to deal with the issue and document the resolution. Initiate the needed changes to avoid the future troubles of the similar nature.

Maintain first-class communications with your customers by implementing Creatio CRM

More Service Creatio features

  • Change management

    Plan all the changes beforehand, classifying and identifying them before implementation to prevent any glitches or issues. Coordinate and approve the whole process of implementation.

  • Release management

    Keep all the detailed history of the releases to manage and monitor the workflows and workloads and to make sure all teams are on the same page with the release deadline.

  • Service catalogue

    Work on creating one unified environment for your Service Desk it will make their work more organized. And it will give a possibility to create new services from the prebuilt specifications and launch them almost immediately.

  • Service level management

    Register all the service agreements to built the appropriate hierarchy of the operations. Define all the necessary parameters for the system to service and monitor them.

  • Configuration management

    Identify all the configurations needed for the functionality of your company. Add the inventory number and detailed description including the person using that particular item and the system will ensure seamless provision.

  • Knowledge management

    Gather all the relevant and important information in one database allowing the access to those who might need it. It will give you a way to update it easily and save the representatives some time to find the crucial information.

  • Synchronization and integration

    Integrate with Outlook, Google and Cloud ensuring the easy workflow and comfortable work environment. Export and import any data within system to establish efficient cooperation between departments and partners.

  • System designer

    Adjust the work desktop to your particular needs and requirements. Select the field and lookups to be displayed to make sure time efficiency of each employee despite the department they work in. Make the system serve your particular purpose in your unique way.

The mission of Creatio is to help companies ACCELERATE!

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. 
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 CRM Lead Management (2020)

  • 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 (2020)

  • 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).

Ready to get started?
Take better care of your customers effortlessly – devise your customer management strategy with Service Creatio. Let the system care of the rest!

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