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CRM Creatio

Name: CRM Creatio
Rating: 4.5 (2 reviews)

By Creatio

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Highlights : About CRM Creatio

Calendar/Reminder System

Email Marketing

Lead Scoring

Mobile Access

Document Storage

Internal Chat Integration

About CRM Creatio

Creatio (formerly bpm’online) is a marketing automation platform that provides users with tools to manage lead management starting at demand generation, through nurturing and the transition to sales. The solution features tools to test, modify and update processes as well as the ability to view marketing, sales and service information in a single platform.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Internal Chat Integration

Marketing Automation Integration

Quotes/Proposals

Social Media Integration

Territory Management

Task Management

Segmentation

Mobile Access

Lead Scoring

Calendar/Reminder System

Campaign Management

Lead Capture

Lead Nurturing

Lead Segmentation

Prospecting Tools

Interaction Tracking

Lead Distribution

Pipeline Management

Source Tracking

Email Response Control

Benefits

360-degree customer view

bpm’online service allows you to gather all contacts under the same roof, and track their contact data and interaction history. The dedicated customer profiles will cover phone numbers, email correspondence, relationship structures, social media profiles, and complete service history. With this system, you will also be able to automate data enrichment, and identify additional contact information coming from various external sources (social profiles in particular). Another smart function of bpm’online service is customer segmentation, which is again performed with minimal effort by your side.

Omnichannel communication

With bpm’online service, you will be able to manage all communication channels from a single dashboard. The system offers a special Communication panel from where you can make and receive calls, manage emails, send and accept social media requests and respond to messages, and edit contact information. bpm’online service will also put in place an intelligent notification system.

Case management

bpm’online service doesn’t only unify contacts, but also the cases you’ve solved for them and for your partners. Basically, all of your work is collated and organized in a single system, and you can assign it to the appropriate agent and set due dates with a single click.

Business process management

One of the most competitive advantages of this system is its ability to automate a wide variety of internal business processes other than service-related ones. For instance, you can use it to effectively manage process modelling, monitoring, execution, and analysis of core operations, and boost the efficiency of the entire team using a single system.

Well-organized service catalogs

Service catalogs will be available to both Customer Center and Service Enterprise users, regardless of the size and complexity of their IT service workload. What bpm’online service will do here is to unite all types of services in a single catalog which will be available to customers to subscribe for a particular service. The system’s powerful service designer will in the meanwhile arrange the technical specifications and timeframes for each service, and make sure it is always assigned to the most skilled agent.

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