TrustRadius Insights for Creatio are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
Creatio is widely utilized across organizations for a variety of purposes. Sales teams rely on the Sales Enterprise, Customer Center, and Marketing platforms to generate new business opportunities and effectively manage partner relationships. The Marketing Team leverages Creatio for mass communications with customers, including introductory information and specialized notifications. Additionally, Creatio serves as a standard CRM for the rest of the company, enhancing their ability to service existing and future clients.
Users have found Creatio to be highly effective in revenue maximization by managing and automating sales processes and workflows. It enables smooth execution of business applications, aiding in digital transformation. The software is used to manage the sales pipeline from Lead to Order, improving lead management and estimation capabilities. Creatio is also utilized to track leads, opportunities, and generate reports for management. Furthermore, it facilitates the management of meetings with clients and tracks customer interactions.
Creatio proves valuable in streamlining internal business processes such as lead and opportunity management, compliance processes, and customer onboarding. Customizable dashboards offer insight into operational efficiency and help identify bottlenecks. Across sales, customer service, and marketing departments, Creatio improves customer engagement and fosters the adoption of best practices.
For marketing teams, Creatio assists in effective customer attraction and engagement by improving sales processes through personalized marketing campaigns. It supports marketing and sales pipeline management, client/vendor communication, and information tracking. Proper integrations have reduced basket abandonment rates while configuring business processes.
The software transforms organizations by providing intelligent solutions for customer-facing processes and keystone data management. As a versatile information hub, Creatio facilitates communication and standardizes processes across departments. It manages the entire client lifecycle while aiding in Salesforce automation, thus achieving cross-functional alignment.
Creatio's customization capabilities enable unique workflows for various departments within an organization. It embodies comprehensive CRM and marketing automation features in one platform that can be tailored to meet specific business needs. By automating processes and nurturing client relationships, Creatio boosts productivity and aids digital transformation.
Our company uses Creatio for sales, service and marketing. Before our teams were working in silos, with Creatio all divisions work collaboratively allowing an increase in efficiency.
Because the marketing platform is built into the CRM system we now have a fully integrated lead management system. This allows our marketing team to manage the success of specific campaigns and our sales reps to service customers needs quickly.
Pros
Flexible Process Builder.
Easy to Customize Application.
Friendly UI.
Cons
Reporting.
Sometimes we have issues with business processes locking up system.
Likelihood to Recommend
<ul><li>Sales team that is looking to automate/create sales process. </li></ul><ul><li>Service team looking to create a "pod" team </li></ul>
It is being used by the Sales department to keep track of sales and products. It is also used to create emails to send requests for orders.
Pros
Business logic
Customization
Technical support
General UI, look and feel
Cons
Saving changes can be slow occasionally.
Setting permissions is confusing because there are so many levels.
I personally do not like the "user prefix" when creating objects. I think that there should be a "system prefix" that is restricted instead.
Likelihood to Recommend
It is well suited for a situation where you need to do a lot of marketing and have limited or no IT staff at your company. Normal customizations are easy once you understand how everything works together. If you need to do custom integrations or fit the product to work with an unusual product then it will still work, but it is less ideal.
bpm'online is currently being used for our marketing and sales pipeline management as well as client/vendor communication, information, and activity record tracking. Every department in the company utilizes the system, with the vast majority of users using it for information reference (i.e. address, contact, client-specific elections, and details). It helps us consolidate client-based information into a cloud format so that communications and notes can be viewed from any location and without a specific individual needing to be present to find relevant information.
Pros
Tracks email communications.
Feed system embedded in any type of record to isolate conversations to a specific topic.
Workflow creation to automate activity assignments and internal email notifications.
Cons
Development user interface is not for the light-hearted.
Compiling of changes to the database can take a long time.
The mobile app can become inaccessible without compiling new changes
Likelihood to Recommend
bpm'online is a great tool for activity tracking and account/contact specific notes. It is easy to adjust an account or contact page to include the information you want to reference, and you can create tabs within those pages to segregate information as needed. It is less friendly when it comes to actually using the system for email communications; we use Office365 to send and receive emails and use the SmartCloud connector to help integrate the two systems. The reason for this is that composing an email replaces any information you had visible on the browser tab, requiring you to open a new duplicate tab to refer to information.
bpm’online has been critical in CMcadeiras’s digital transformation. Thanks to the automation of marketing and sales processes, it is now taking us hours what used to take days and this is crucial for productivity levels. From a marketing standpoint, the ability to deeply personalized omnichannel communications to strategically target various types of customers, from private to retail, has been a dream. bpm’online encloses a database of customers and their purchasing decisions, making the job of the marketing department truly effortless.
Pros
Market segmentation
History of all the activities with the Accounts/Contacts
Great email tools
Cons
More videos explaining some features
Likelihood to Recommend
<ul><li>Data segmentation</li><li>Increase in productivity</li><li>Better understanding of customer behavior</li></ul>
Bpm'online has provided us the flexible platform needed to further design and automate processes, helping manage more efficiently administrative tasks, such as expense report filing. Bpm'online is such an easy product to use. Most employees at the company were enthusiastic to change (I know, believe me, it was surprising) to a platform where, with a few clicks, an order can be paid, filed and tracked for future reference. This has made internal and external auditing simpler and less stressful and time-consuming. Our sales department also utilizes the system for sales-related operations, which is beneficial as we have the same information in one place.
Pros
The training and help provided through the transition was truly outstanding. Bpm’online did not hesitate to go above and beyond to answer questions and make the transition to the new software seamless.
Customer Service is great, the product is great, and add-on connectors and applications are available. There is nothing else to report.
Likelihood to Recommend
The product is truly versatile, I highly recommend it.
The entire marketing team benefits immensely from a unified interface for lead management and lead generation, as well as campaign design. All retrieved information is then analyzed in the system with dashboards, ensuring everyone in the department is on the same page.
Pros
Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus.
Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpm online with other tracking solutions so it drastically helps us to identify traffic sources, channels and link this data to leads or accounts.
Cons
Offer more design features in the marketing campaigns.
Likelihood to Recommend
It is good for data segmentation, functionality integration, to get a better understanding of customer behavior, reporting for SEO and other digital marketing purposes.
Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected and processes easily adjusted to minimize mistakes.
Pros
A generous selection of Accounting Connectors, Add-ons and Software Solutions.
We have not had to go outside of the bpm’online software in search of such applications.
Cons
The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.
Likelihood to Recommend
Prior to thinking about migrating to an automated process
software, it is imperative to review internal processes. It would be a huge
It really helped us to increase conversions. With proper integrations, we were able to reduce basket abandonment and configure the right business processes for working with drop-offs. It is currently used by marketing and sales teams.
Pros
Easy to integrate
Great tools for managing business processes
Marketplace
Cons
Some connectors are paid on a monthly basis, so make sure the price doesn't add up if you need any
Likelihood to Recommend
It works and works really good and although there is a steep learning curve, the pieces of training are really good. Overall any business could benefit from the use of Bpm’online once they are trained on using it
bpm'online is being used throughout our entire organization (5 people). For us, prior to bpm'online we had no organized, sytematic way of keeping track of our community members, or any other information. We had a contact management system that was recommended to us, but it was not well-suited to our needs.
Pros
Customer service is stellar. Especially our current support specialist, Daniel. He is quick to respond, willing to help, and always accomplishes what he says he will.
The UI is very aesthetically pleasing, and overall very intuitive. The customizeabilty of the system is undeniable.
They are continually taking suggestions and working to make improvements. Each release has new features that are interesting to us.
Cons
The marketing platform is not very user friendly in our experience, coming from a system like Mailchimp that has a lot of freedom and very few limitations on what you can send and how it was sent. The marketing platform seems to have a lot of stipulations around size requirements of photos, text, etc. We've actually stopped using the marketing side all together, which is disappointing for us, because having a marketing platform attached to your contact management system is great for data and integration, but we found that the time spent and the quality of outreach we were able to create just wasn't worth it.
No other complaints really.
Likelihood to Recommend
Very customizeable. I might suggest that you have a developer on staff to help with set up. This would have made things much easier.