Corporate training
Sales
Business User, No-Code Creator

Sales Creatio functionality for end-users

Who should take this course

This training is intended for starting end-users of Sales Creatio. It will also provide a complete overview of the system for partners and clients of Creatio who would like to receive an in-depth look at the complete functionality of Sales Creatio .

What to expect

Participants will obtain basic knowledge of the functionality, processes and tools in Sales Creatio.

Course duration & format

The training takes place over 4 days with a total of 8 hour. In-person or online.

On demand
$2600*
English
8 hours
Log in
* Pricing does not include taxes and fees (such as Sales Taxes and VAT) prescribed by law
Module
Duration
Day 1: Creatio overview. Customer 360
Introduction to Creatio and terminology
30 minutes
360° Customer view. Single Contact and Account database
30 minutes
Data management
1.5 hours
Day 2: 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 3: Opportunity management, Orders and Invoices
Opportunity Management
1 hour
Orders and Invoices
1 hour
Day 4: Forecasts and Documents
Forecasts
40 minutes
Contracts and documents
20 minutes
System designer
50 minutes