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Sales Creatio

Name: Sales Creatio
Rating: 4.5 (2 reviews)

By Creatio

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Highlights : About Sales Creatio

360° customer view

Lead management

Sales forecasting

Opportunity management

Orders and invoices

Field sales management

Product management

Document and contract management

Mobile sales

About Sales Creatio

Sales Creatio is a sales automation software that’s helpful in converting leads to repeat sales. It provides intuitive tools for opportunity management, lead management, and quote management, as well as invoice templates and order management tools. The software has the features to guide you through the entire sales process, starting from the initial communication with a customer up to the closed transaction with them. By following a pre-defined system, Sales Creatio helps in incorporating industry best practices into your organization. Combining AI with the leading UX, the software accelerates user adoption. Moreover, the software allows structuring information in a logical way, as well as collaboration and sharing of data among users. Furthermore, Sales Creatio has an intuitive interface that allows easy navigation. The software also ensures that user experience stays the same on all devices, making the solution fully optimized and compatible on tablets and smartphones. On top of that, the system integrates with the leading email providers so you can manage all your correspondence from a single hub. Sales Creatio belongs to a popular productivity software suite, the Creatio CRM bundle, and it functions in synergy with other leading Creatio solutions. You can purchase Creatio separately in any of its three scale-adjusted plans, or as a part of the entire Creatio CRM bundle. The vendor also offers a 14-day free trial for all packages so you can check out their features in advance.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Lead management

Orders and invoices

Collaboration tools

Contract management

Field sales management

Document flow automation

Mobile sales

System designer

Opportunity management

360° customer view

Sales forecasting

Business process management

Product management

Project management

Synchronization and integration

Knowledge management

Benefits

Efficient CRM data management

The software extends its functionalities in using a data scientist that helps in identifying contact information, arranging customer profiles, and extracting other valuable information via open sources and keeps them regularly updated. These features allow an effortless management of all your CRM data.

Lead management

Sales Creatio has a robust system for lead and contacts management, and it provides a 360-degree view of all customers so you’ll be guided throughout the entire sales process. Contact data, relationships within the company’s structure, account history, customer interactions are recorded in the software’s system.

Data enrichment

Through the system’s pre-built social media integrations, the software offers the possibility to enrich customer data via Facebook and Twitter profiles. Adding weight to every parameter in the profile is also made possible with Sales Creatio, as well as appointing a supervisor for the evaluation of the profiles created. The system even sends automated notifications when it detects missing data.

Powerful collaboration features

With its built-in calendar, Sales Creatio allows a systematic planning of your tasks, and you can link your tasks to the appropriate agents, opportunities, or deals. It also comes with the tools you need in communicating and exchanging information with your customers or your team members.

Reliable sales forecasting

The software comes with forecasting tools to help you compare significant indicators and predict volumes based on accounts, industries, and managers. Sales Creatio also allows you to use intelligent features for deducing information in a matter of seconds. This way, you can analyze and measure your progress or success on a particular task and then compare it to your planned sales quota.

Smart invoicing and order management

Sales Creatio comes with tools that help you categorize orders by accounts, budgets, status, and owners among many other categories. It lists all orders in the system and then allows you to monitor each order’s status so you can provide your customers a more efficient processing of their transactions. Furthermore, the software comes with ready-to-use templates that you can use as invoices.

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