Corporate training
Studio, Sales, Service, Marketing
Business User, No-Code Creator

Full CRM bundle functionality for end-users

Who should take this course

This course is intended for end-users who are just starting out with Creatio. This course also may prove useful for Creatio customers and partners looking for CRM products that will help them to improve their business efficiency, and formalize their company's business processes in terms of attracting new customers and organizing work with existing clientele.

What to expect

Participants will receive key knowledge on the capabilities of the Creatio platform, product features and functionality.

Course duration & format

The training takes place over 8 days with a total of 2 hours each session. In-person or online

On demand
$4800*
English
16 hours
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* Pricing does not include taxes and fees (such as Sales Taxes and VAT) prescribed by law
Module
Duration
Day 1: Creatio overview. Customer 360. Email Marketing.
Introduction to Creatio and Terminology
30 minutes
360° Customer View. Single Contact and Account Database
30 minutes
Email Marketing App
1 hour
Day 2: Segmentation. Event and Lead management. Landing Pages.
Contact base segmentation and search and filtration options.
30 minutes
Marketing events
30 minutes
Lead management
30 minutes
Landing pages
30 minutes
Day 3: Marketing campaigns. Analytics.
Marketing Campaign management
1.5 hour
Dashboard & Analytics in Creatio
30 minutes
Day 4: Communications, Products and Lead Management
Communication and Task Management
30 minutes
Product Catalog Management
30 minutes
Knowledge base
20 minutes
Lead management
40 minutes
Day 5: Opportunity management, Orders and Invoices
Opportunity Management
1 hour
Orders and Invoices
1 hour
Day 6: Forecasts and Documents
Forecasts
40 minutes
Contracts and documents
20 minutes
Day 7: Creatio Service overview
Service catalog management
30 minutes
Service Agreements
30 minutes
Case management app overview
1 hour
Day 8: Case management App. Agent Desktop.
Case management app
1 hour
Agent Desktop
30 minutes
Queue management
30 minutes
Day 9: Queue management. External users.
Queue management
30 minutes
External users overview
1 hour
Color and logo customization
20 minutes
Day 10: System designer
Data import
20 minutes
UI designer
20 minutes
User administration and management
20 minutes
Using business processes
20 minutes
Reports in MS Word
20 minutes
Mobile App
20 minutes