Customer management software tailored to improve your sales performance

Take advantage of Creatio – intelligent CRM aimed at improving your sales and marketing outcomes

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Why use customer management software

It is a well-known fact that every business, no matter what product or service it provides, depends on customers. Statistics show that businesses that provide their customers with an exceptionally satisfying experience are more likely to turn a profit and reach their objectives. In order to deliver a high level of customer service, you have to understand the needs of your target market. That is when professional CRM systems come into play.

Simply put, CRM is a software that makes it possible for companies to manage customer engagement with their business. Professional CRM system (more info on page - crm definition) is a worthy alternative to spreadsheets, databases and calendars that so many organizations have relied on for years.

The intelligent customer management software offers a unified and easily accessible system that makes acquiring and managing customer data a breeze. In most cases, CRM system is used to collect and analyze client data, plan and apply marketing strategies and improve relationships with customers.

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What to look for in customer management software

These days, investing in a high-quality customer management software is a must for any business that strives to take customer satisfaction to the next level. If chosen and implemented correctly, CRM will help users identify, understand, and assist their clients.

Once the CRM system is implemented, you do not have to worry about losing revenue as a result of incomplete data. Improved informational organization, automation of everyday tasks, enhanced communication and improved analytical data – this only a small part of benefits that come from CRM adoption.

However, the truth is that not every business requires the same thing when it comes to CRM. As practice shows, the vast majority of small businesses need something simple that allows them to put their data in the cloud and access it in real time, while large organizations might want something even more sophisticated that covers the full spectrum of operations.

Apply the power of Creatio CRM to build customer loyalty and grow your revenue faster

Useful tips for selecting the best customer management software

Nowadays, there are tons of CRM systems available on the market – and selecting the right one is key to making it work for your business. Experts say that the best CRM solutions are those that are able to adapt to the changing needs of a business. No matter where a business is in its development, or where it may be a few years from now, a good CRM will always come in handy.

When deciding on your customer management software, there are some aspects to be considered. Make sure that the chosen CRM fits your business size and that it is easy to use and implement. Get to know what the total cost of the software is. Consider if there any setup or additional fees. Also, check out whether the API is accessible. Defining what type of security features are built-in is also highly recommended.

Once you got your priorities clearly set out, start comparing the options. It is crucial that you pay due caution to multiple factors – they would help you make the right decision.

Creatio CRM: why you should choose it for your business

Creatio is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service and operations. The system provides users with off-the-shelf tools to manage a complete customer journey, from the first point of contact to customer service. The most essential benefits of Creatio CRM are:

  • Costs saving
  • Increased sales volume
  • Increased customer loyalty
  • Performance improvement
  • Increased number of customers
  • Product/service quality improvement

It is also worth noting that all Creatio CRM products can be used both as stand-alone solutions and as a bundle.

Marketing Creatio

Marketing Creatio allows for consolidating the data on the leads and their interactions history in the single environment. In addition to that, users have the ability to segment the lead database based on the necessary parameters, which may include age, gender or demographics. This ensures a personalized approach to every lead or segment. Smart website tracking tool allows for tracking the lead’s behavior on the website so that it is much easier to identify the most effective lead generation channels. Focusing the attention on the most efficient ones has never been easier.

Sales Creatio

Wide Sales Creatio functionality provides sales reps with the ability to manage the complete sales cycle – from initial contact to order, and successful cross and up sales. The solution is equipped with a comprehensive suite of built-in best practice sales processes that guide sales reps through the most effective actions to liberate sales bottlenecks and get the most out of the sales pipeline. Take advantage of the Creatio powerful features such as sales forecasting and planning, field sales management and opportunity management. Single window for order processing enables to manage orders with no efforts.

Service Creatio

With the help of Service Creatio, keeping the information on all the customers in a unified database is easier than ever before. Users are also able to automate the contact center. This allows service agents to manage their daily tasks in a single window interface. Supervisors, in turn, can easily track the performance of service reps. Creating static and dynamic queues to manage cases more efficiently is also not a big deal. Utilize Service Creatio to easily register all customer cases and follow up the effectiveness and quickness of their resolution.

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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 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).

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