Introduction to Sales Creatio, team edition
Sales Creatio, team edition can be used to handle a wide range of tasks. These tasks can be grouped into a number of functional blocks.
|
|
360° customer view
|
|
Leads Landing and web form management
|
|
|
Long sales Product and service management
|
|
Efficiency tools
|
|
|
Customization
|
|
Business process automation
|
Maintaining general information about accounts and contacts
With the help of the Accounts and Contacts sections Sales Creatio maintains a centralized customer database. The application can be integrated with social networks, enabling you to populate the contact database with information. The features include locating and merging duplicates, customer segmentation and advanced dashboards tools.
The corporate social network of the company is designed for the internal discussion and posting news. Sales Creatio also provides convenient means for maintaining your work schedule and planning future appointments and tasks. The Activities and Feed sections are designed specifically for handling such tasks.
The Leads section is designed to manage both new and existing customer needs, and to monitor the sources of each lead.
The Leads section is based on the unique lead management process that you can use to “nurture” leads – from winning a potential customer, through qualification and distribution stages, to handoff. After you added a lead, the system will check the data, create a new contact and will guide you through the lead management process suggesting your next possible steps.
The corporate sale business process, which is the foundation of the Opportunities, represents the world's best practice in sales management. The process allows to simultaneously handle a big number of deals as the system suggests the necessary steps for each opportunity phase, from prospecting to signing a contract.
You can use the sales pipeline and other analytical statistics to estimate efficiency at each phase of an opportunity and to determine the bottlenecks.
Use the Documents section to manage commercial documents, such as regulations, meeting minutes and correspondence. At the same time, you can attach a soft copy of the document for a quick access to its contents.
The Products section of Sales Creatio maintains information about product prices. Products can be added in the system manually or by importing them from an Excel file. The folders can be used to consolidate records by different criteria.
Knowledge base is the source for work-related information for employees. Here, you can store answers to the most frequently asked questions, excerpts from documents, company regulations and other useful information. The articles can be supplemented with files or links to web sources, consolidated in groups, and commented on.
Sales Creatio has all necessary tools for creating and configuring the application. All configuration tools are available in the system designer.
Create and edit sections, set up section and page properties using the section wizard. Use the detail wizard to add new details or edit existing ones in the sections. Set up appearance by uploading your corporate logos, change the color of the section panel, set up workplaces for different types of users. Use data import to quickly populate the database with initial information. Generate company organization structure, add users, set up functional roles and access permissions. Set up analytical reports and dashboards in the [Dashboards] views and the [Dashboards] section. Use the mobile application wizard to set up the mobile app of your custom configuration. Advanced settings area of the system designer provides access to development tools.
Accelerate time-to-strategy execution with out-of-the box processes, templates and apps easily downloaded and installed from the Creatio marketplace. Extend the functionality of the Creatioplatform with numerous applications, ranging from extensions to full-fledged products. Automate processes with ready to use business-processes and templates. Order services from certified Creatio partners.
