A great solution to manage front office processes effectively
September 06, 2020

A great solution to manage front office processes effectively

Vladlen Manastiretskiy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Creatio (formerly bpm'online)

We use the system for Salesforce automation. The system helps us manage the end-to-end customer
journey and provide cross-functional alignment. Our key requirement for the system was the ability to
manage the same customer through multiple sales processes acting independently of one another. Thanks to easily customizable workflows, we were able to achieve that easily.
  • Support for omnichannel customer communications
  • Easy-to-use productivity tools for sales agents
  • Intelligent analytics tools
  • Strong vendor support
  • We are looking forward to more AI-powered solutions in the system that would enable an even greater processes optimization.
  • Formerly, we were facing a challenge of data integrity and operational inefficiency. With the help of the system’s data management and process automation solutions, we were able to leave these issues behind. The new system implementation resulted in improved employee efficiency and a higher quality of customer experience.
The system’s UI, rich functionality, and a great potential for scalability made the system stand out among other vendors. It is a fully-fledged solution that allowed us to work with customer data way more efficiently and improve our processes on a regular basis.
The system is a perfect option for companies that are searching for a combination of process automation and CRM. Additionally, the system’s customizability enables the platform to meet any business need.

Creatio Feature Ratings

Customer data management / contact management
8
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
5
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
6
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
8
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Social data
5
Social engagement
5
Marketing automation
10
Mobile access
3