Solutions Metrix
Your CRM Solutions Leader
PRODUCTS
SALES
A comprehensive platform that enables automation of any sales process, with no-code and maximum flexibility.
SERVICE
A multichannel platform that automates customer service workflows of any complexity, with no-code and maximum flexibility.
MARKETING
A pre-configured platform that automates marketing campaigns and lead management workflows with no-code and maximum flexibility.
STUDIO
Enable both IT and non-IT personnel to easily create enterprise-level apps and processes. A no-code platform that automates workflows and develops applications with maximum flexibility.
MARKETPLACE
Pre-configured apps, industry-specific solutions, and templates to enhance platform capabilities and improve productivity.
Top 5 things we like about Creatio
The platform can be customized very rapidly (two and a half times faster than coding). Every step of sales, marketing and customer service is a process supported by adapted visuals. The workflows and business process designer is enhanced with Creatio Studio. Lots of complex automations can be easily done.
Creatio was considered the black sheep of the CRM industry, yet they made it to the CRM platforms’ leader quadrant. They release more features and adapt more rapidly than most of their huge competitors. They are now the movers and shakers of the industry.
Creatio comes with a more intuitive way of managing a sales funnel that doesn’t require converting leads into opportunity.
With Creatio, this is not an external “module”. When you look at a customer or a prospect, you see the traditional and digital interactions integrated, natively.
Creatio marketing is fully embedded into their seamless CRM providing a unified interface to the end customer unlike other CRM platforms.
OUR SERVICES
Inception
Our inception process objectives aim at understanding the overarching goals of the CRM project and outline its critical success criteria.
Platform Selection
One of our service offering involves analyzing your business line and comparing CRM systems to determine which one best fits your organizational needs.
Implementation
As a part of the discovery process, we build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.
Training
Training is often overlooked in the deployment process. Many organizations view it as one more line item on an already long list of items they are paying for when, in reality, it increases the ROI of your CRM. Therefore, we require it with every project.
Support
Our customers can purchase a one-time bank of hours to work on a specific support project or specific set of services included in the bank of hours.
OUR SERVICES
CRM Software Implementation
As a part of the discovery process, we build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.
Business
Consulting
Our business consulting process objectives aim at understanding the overarching goals of the CRM project and outline its critical success criteria.
No-Code
Enablement
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User Adoption and
Change Management
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CRM Platform
Training
Training is often overlooked in the deployment process. Many organizations view it as one more line item on an already long list of items they are paying for when, in reality, it increases the ROI of your CRM.
Personalized
Support
Our customers can purchase a one-time bank of hours to work on a specific support project or specific set of services included in the bank of hours.
CUSTOM APPS AND CONNECTORS
Shopify connector
Shopify is one of the most popular commerce platforms for online stores. Creatio Shopify Connector is a bidirectional connector to upload contacts, products and orders from Creatio to Shopify and back, providing validity of the links between entities.
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