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.
Creatio is used primarily as an order management platform. Creatio has helped our organization centralize order management to a primarily platform that can be easily managed and allows us to generate accurate KPI's that can easily be reported on.
Pros
Customer Service
Ease of Use
Easy Implementation
Cons
Package Delivery
Historical Reporting
Likelihood to Recommend
Creatio's CRM platform is great for order, lead, and account management. The system has given our sales and customer service teams more time to focus on their respective tasks and less time on organization. Creatio has a wide variety of different reporting tools that work very well. However, they do have limitations. That being said, the R&D team is hard at work every time to further develop these tools.
We use Creatio to manage trade marketing processes.
The system allows us to store all the information on our key accounts and track
customer touchpoints in real-time. Custom dashboards give us information on the
activities' results and help make data-driven decisions for our promo plan to
be more effective.
Pros
As a trade marketing manager, I like Creatio's analytics and reporting capabilities. You can easily track all the required data and estimate the budget for the planned activities.
Cons
It would be great to make the system more user-friendly by adding more advanced filtering and data visualization. On a side note, we have already seen some significant improvements in this area this year.
Likelihood to Recommend
From my experience, Creatio is well suited for
such trade marketing processes as data tracking, planning, and control of
activities.
Creatio is used by our sales and marketing teams. We customized the platform and built workflows that help complete all the tasks quickly. Single customer view and data-driven analytics enable us to operate more efficiently and increase conversion rates.
Pros
You don't need to know how to code to build workflows with Creatio.
The ability to create processes and adjust them according to the changing business needs is what makes Creatio a top-notch solution.
Cons
The mobile application requires enhancements to correspond to the desktop version fully.
Likelihood to Recommend
I think since Creatio is very customizable, it can be
nicely adjusted to meet various scenarios.
Creatio implementation helped us digitize and streamline the internal contact center. We increased the efficiency of the internal service desk by automating such processes as case categorization, auto-assign of requests based on the request[ed] category, [and] task delegation. Built-in tool for service quality evaluation helps us monitor feedback and constantly improve service level.
Pros
Low-code technology that makes building processes simple and fast
Intuitiveness and user-friendly interface
Great team working on the product and ensuring customer satisfaction
Cons
The platform offers extensive functionality and customization options. Our needs are fully met.
Likelihood to Recommend
I think the platform is an excellent solution for all companies who want to deliver high-quality
customer service or build an efficient internal service desk.
We use Creatio for all our business processes. It is used mostly by [the] sales team, but the whole organization has access to it. There are more than 100 people in sales now and with Creatio we created automated workflows which help our organization run fast and smoothly.
Pros
Automated workflows
Easy customization
Easy integration with internal systems
Cons
Price
Likelihood to Recommend
Creatio of automated and multi-steps workflows are great and easy to develop.
VU
Verified User
Manager in Product Management (Automotive company, 51-200 employees)
Creatio is used to develop new business opportunities and it is used by different departments to allocate all the necessary documents and obtain required approvals
Pros
App Support
friendly
easy to use
Cons
time zone
log in time
Likelihood to Recommend
Creatio employs are very good developers so they can deploy all the changes and updates request into the system
VU
Verified User
Team Lead in Sales (Automotive company, 5001-10,000 employees)
Creatio is used in our company for Customer Service case management. It is used across Europe & the middle east to log, process, cost & close customer service cases. Elsewhere in the company, I believe it is also used as a standard CRM system.
Pros
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.
Cons
Very occasional issues but quick to revert & sort.
No major issues to mention.
Likelihood to Recommend
In our customized system case management, e-mail management (sent in emails creating cases, added to the case, attachments stored), permissions, status changes, etc were all handled perfectly. For us, I think it works perfectly for a limited number of people handling any one case, but lack of case locking as standard could cause issues with many users accessing one case.
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
Sales team that is looking to automate/create sales process.
Service team looking to create a "pod" team
VU
Verified User
Director in Sales (Sporting Goods company, 1001-5000 employees)
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