Sales Creatio of Creatio

Service

Description of Service

Sales automation software to accelerate the complete sales cycle — from lead to repeat sales

Price of Service

Price on request

Characteristics of the Service

  • Model Cloud and on-premise deployment
  • Brand Creatio

Technical Details

360° customer view
·         Account and contact management
·         Intelligent data enrichment
·         Data enrichment through social media
·         Profile completeness
·         Customer segmentation
·         Interactions and communication history
·         Search and merge duplicates
·         Customer database analytics
Collaboration tools
·         Communication panel
·         Tasks and calendar
·         Email integration
·         IP-telephony integration
·         Enterprise social network
·         Analytics
Business process management
·         Business process designer
·         Case management
·         Out-of-the-box sales processes
·         Process library
·         Process monitoring and analytics
Lead management
·         Lead generation
·         Lead qualification
·         Lead distribution
·         Hand-off to sales
·         Analytics on leads
Opportunity management
·         Opportunity tracking
·         Opportunity history
·         Out-of-the-box sales process
·         Sales initiation
·         Qualification
·         Presentation
·         Develop and submit a proposal
·         Contracting
·         Sales pipeline
·         Sales analytics
Orders and invoices
·         Orders list
·         Orders history
·         Orders processing from website
·         Single window for order processing
·         Supply and payment schedule
·         Order approval
·         Invoices
·         Order and invoice analytics
Field sales management
·         Field force management
·         Field sales rules
·         Mobile orders
Sales forecasting
·         Forecast sales based on the variable criteria
·         Analyze progress to meet and exceed sales quota
Contract management
·         A single contract database
·         Printable forms
·         Contract approval
·         Analytics
Product management
·         Unified product catalogue
·         Product catalogue management
·         Product attributes
·         Product selection
·         Filtered search
Document flow automation
·         Document database
·         Document approval
·         Related documents
Project management
·         Project fulfillment
·         Project analytics
Mobile sales
·         Accounts and contacts
·         Activities and meetings
·         Opportunities
·         Leads
·         Mobile feed
·         Online and offline modes
Knowledge management
·         Knowledge base
·         Knowledge base structure
Synchronization and integration
·         Data import from / to Excel
·         MS Exchange integration
·         PBX integration and cloud telephony services
·         MS Outlook integration
·         Google integration
·         Mail integration via IMAP / SMTP
System designer
·         UI customization
·         User customization
·         Agile system localization
·         Visual content designer
·         Mobile app customization
·         Access rights administration
·         WebSSO support
·         LDAP integration
·         Activity log