Creatio vs Workbooks

• Customization: We have heavily customized the system. Creatio has been excellent in helping build requirements & see these through to implementation.
• The system is really easy to use. Users pick it up & love it immediately.
• Support is superb: If we have any issues or want to change the system at all, the team is always there helping by being fast, efficient & friendly
• Cost: Definitely competitive.

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• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

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• Having more marketplace solutions that add to the system’s functionality would be great.
• We look forward to further enhancements in ML (even though Creatio already has some AI-powered solutions in place).
• We would also like to see some improvements to the customer portal.

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• There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
• While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
• I am sure that would increase productivity even further (if it's of the same standard as the main environment).

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• bpm'online is a bit pricey, so utilizing it in place of other tools to help on your ROI is important.
• Users are seeing the value of a consolidated information source and buy-in is quicker than it was with Salesforce or GoldMine.
• The automation of internal notifications when particular fields are marked has increased productivity and decreased human error overall.

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• Allows us easy management of leads and clear visibility of opportunities for the sales team
• User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
• Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations

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