Category: CRM

open-AI_email-sentiment_featured-image

Enhancing Customer Support with Email Sentiment Analysis in Creatio using OpenAI

In today’s competitive business landscape, providing exceptional customer support is crucial for maintaining customer satisfaction and loyalty. However, managing a large volume of customer support emails efficiently and effectively can be challenging. This is where Email Sentiment Analysis comes into play, offering insights into customer sentiment to improve the overall support experience.

Sentiment analysis is the process of detecting the emotional tone or attitude of a text, such as positive, negative, or mixed. By using sentiment analysis on email content, one can gain insights into the feelings and opinions of the email senders or recipients, and use them for various purposes, such as customer feedback, customer service, etc

In this blog post, we’ll explain how OpenAI’s powerful tools are used to analyze email sentiments in Creatio, helping improve customer support strategies.

Problem Statement:

Inefficient customer support management due to overwhelming email volume, resulting in delayed responses to critical issues, inconsistent customer satisfaction, and a lack of systematic measurement of customer sentiment.

Solution:

Implement Email Sentiment Analysis in Creatio to automate the analysis of customer support emails, prioritize them based on sentiment scores, and gain valuable insights into customer sentiments and preferences using OpenAI.

Business Use Case:

A medium-sized e-commerce company receives hundreds of customer support emails daily but struggles to efficiently manage them. By implementing Email Sentiment Analysis in Creatio, the company can automate the analysis of email sentiments, prioritize urgent issues, and improve overall customer satisfaction and loyalty.

OpenAI Email Sentiment Analyzer for Creatio: Add-on setup

Visit the Creatio Marketplace to download/install the add-on package “OpenAI Email Sentiment Analyzer for Creatio“.

Features:

Workflow Diagram

  • Automated sentiment analysis of customer support emails: Utilizes OpenAI to automatically analyze the sentiment of incoming emails, saving time and effort for support agents.
  • Provides insights into customer sentiments and preferences: Helps businesses understand how customers feel about their products or services, allowing them to tailor their offerings to better meet customer needs.
  • Improves response time to critical issues: Prioritizes emails based on sentiment scores, ensuring that urgent customer issues are addressed promptly and efficiently.
  • Enhances overall customer satisfaction and loyalty: By responding quickly to negative sentiment emails and resolving customer issues effectively, businesses can improve customer satisfaction and foster loyalty among their customer base.

Analyzing emails received by the organization

 

Sentiment of the individual

 

Sentiment analysis of the case

Privilege of OpenAI Email Sentiment Analyzer for Creatio download:

This add-on enables businesses to seamlessly integrate sentiment analysis into their CRM system, enhancing their customer support capabilities and improving overall customer satisfaction.

AgilizTech, a trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our AgilizTech – Creatio blog.

Top 10 best practice using low code no code software efficiently

Top 10 best practices and insights for using low-code/no-code software effectively

Low-code/no-code software has become increasingly popular in recent years as it allows users to create and deploy software applications without the need for extensive coding knowledge. However, in order to use these tools effectively, it’s important to follow certain best practices and insights. Here are 10 best practices and insights to consider when using low-code/no-code software:

1. Understand the limitations:

While low-code/no-code software can make application development faster and more accessible, it may still have limitations in terms of functionality and scalability. Make sure to understand the limitations of the platform you’re using and plan accordingly.

2. Start small:

When starting to use a low-code/no-code platform, it’s a good idea to begin with small, simple projects to get a feel for the platform and how it works. This will help you build up your proficiency before tackling more complex projects.

3. Be familiar with the underlying technology:

Even though you’re using a low-code/no-code platform, it’s still important to have a basic understanding of the underlying technology. This can help you better understand how the platform works and make more informed decisions about how to use it.

4. Understand the data model:

Familiarize yourself with the platform’s data model and how data is organized and stored. This will allow you to make better use of the platform’s features and avoid common data-related issues.

5. Create modular and reusable components:

Make use of the platform’s features to create reusable components that can be used across multiple projects. This will help reduce development time and increase consistency across projects.

6. Make use of pre-built templates and modules:

Many low-code/no-code platforms come with pre-built templates and modules that can be used to speed up development. Make use of these to speed up development and reduce the time required to build complex applications.

7. Understand the limits of the visual interface:

While the visual interface of low-code/no-code platforms can be intuitive, there may be limits to what you can do with it. Understand these limits and be prepared to switch to a more traditional development environment when necessary.

8. Stay up to date with new features:

Low-code/no-code software platforms are constantly evolving, and new features and functionalities are frequently added. Stay up to date with these changes to ensure you’re making the most of the platform’s capabilities.

9. Test and debug frequently:

Low-code/no-code platforms make it easy to make changes and iterate quickly, but this also means that it’s easy to introduce bugs. Make sure to test and debug your applications frequently to catch any issues early.

10. Don’t over-reliance on the platform:

While low-code/no-code software can make development faster and more accessible, it’s not a panacea. Understand when to use it, and when not to use it. And don’t hesitate to ask for help from experts when necessary.

In conclusion, low-code/no-code software can be a powerful tool for creating and deploying software applications quickly and efficiently. However, in order to use these tools effectively, it’s important to follow best practices such as clearly defining the problem or need, involving key stakeholders, and focusing on user experience. Additionally, it’s also important to keep in mind insights such as the importance of automation and the role of low-code/no-code in driving efficiency. By following these best practices and insights, you can ensure that your organization is able to fully leverage the benefits of low-code/no-code software.

Ready to start using low-code/no-code software?

Low-code/no-code platforms are powerful tools that allow you to create and deploy software applications quickly and efficiently. If you’re ready to start taking advantage of these tools, sign up for a free trial or get a custom demo to see how it can benefit your organization.

Bulk attachment download for Creatio

Problem Statement

Downloading the attached files/documents in the Attachment detail is a manual process attained recurrently for all the available files which are time-consuming and sometimes it leads a business user to miss out on a file download during the manual routine of a singular file.

Solution

Bulk attachment download for Creatio add-on helps any business user of Creatio to download all the files in the Attachment detail through a hassle-free mechanism (equipped by one-button click).

Business Use Case

  • Any business user of Creatio has to download the attached files to strategize different channels such as verification/approvals/agreement.
  • Using Bulk attachment download for Creatio Add-on, enable the user to download all the required files with a focus on running a smoother business and reducing the operation load of an individual user.

Bulk attachment download for Creatio: Add-on setup

This add-on is available in all the Creatio products (Attachment detail) and it is supported in both on-premises and cloud implementation. Download the add-on from the Creatio marketplace and install it in the Creatio CRM instance.
Visit the Creatio Marketplace to download/install the add-on package Bulk attachment download for Creatio.

Features

Any business organization (owns Creatio Low-code/No-Code CRM of any module) where the business flow has to be executed without any discrepancy or break in the process of verification/approval.

Bulk attachment download for Creatio add-on feature is available across all the product bundles of Creatio CRM to ensure conventional use and meet the business requirement.

  • Bulk attachment download facilitates the user to download all the files in the attachment detail of all the OOTB sections or any custom section.

 

  • Download option is equipped at user convenience level. The user can select the required files alone and download them or download all the attachment files in one go with a simple button click.

Depicts all the files/documents of the attachment detail are downloaded

*Only the attachments or documents of type “File” gets downloaded

Find the add-on demo here

Bulk attachment download for Creatio

Privilege of Bulk attachment download

Domains of large scale sectors such as banking, insurance use the process of verification/approvals in loan, credit, insurance file and claim.
This feature helps in eliminating the files that get missed to download for the business flow (Verification/approval/agreement) during individual download.

AgilizTech, a trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our AgilizTech – Creatio blog.

Microsoft Forms Connector – Creatio

Problem Statement

A webpage created externally and linked to the Lead object of Creatio CRM to capture the response submitted in the webform and mapped it to the corresponding object (say, Lead) to create a record that involves writing code from creating a web form and integrating it to Creatio Lead object which is a time-consuming process.

Solution

Microsoft Forms connector was created which enables the organization sales team to capture the lead in a seamless mechanism and nurture to achieve a sale which also enhances the sales growth of an organization. Microsoft Forms connector utilize Microsoft Forms to create a customize lead capture form in minutes and consume Power Automate to automatically capture the form response submitted by the user which is then inserted as a record in an object of Creatio CRM site.

In this blog, learn the guidelines about implementing the Microsoft Forms Connector.

Setup Guide for Connector

Visit the Marketplace for the Setup instruction <Marketplace Microsoft-forms-connector-creatio>.
We will provide you with the Microsoft Forms Connector for Creatio as a packaged solution.

Microsoft Forms Connector – Creatio

Pre-requisite: Kindly register with Microsoft with a valid account (Setup a valid Microsoft Account) to create a Microsoft Forms and Microsoft cloud automated flow.

After the successful Microsoft account creation, Open the Power Automate of Microsoft (flow.microsoft.com) and select the solutions menu listed in the left panel of the window. Kindly proceed to click on the Import option at the top and select browse to choose the Zip package provided by AgilizTech. Click on the Next button and you will see an import button. Kindly click on import to install the custom created Microsoft Forms connector into your Microsoft environment.

Figure 1:

After the successful implementation, you will see a new solution named Creatio Solution added to the list as depicted in Figure 2 below.

Figure 2:

Setup for Microsoft Automated Cloud flow procedure

Create a Microsoft Form with the Microsoft that was created earlier. A Microsoft form can be created based on the custom business need with any of the below fields.

  1. Text (Paragraph)
  2. Text (Line)
  3. Date/Time
  4. Number
  5. Email
  6. Drop-down List

Share the Microsoft Form URL (Shorten the URL if needed) after finding the target audience and it can be shared Via e-mail and social networks also.

Figure 3:

Setup of the Landing page in Creatio CRM site

Now, create a Landing page in Creatio CRM Site which acts as a medium to allow the Microsoft Forms response to insert as a record into the Lead object.
Go to Landing Pages and Web Forms section in Creatio (available in Marketing & Service workspace) and click on New, then select Lead registration form from the drop-down. Provide the Name*
for the new landing page and set the Website domains* as https://flow.miocrosoft.com since the request is sent from Microsoft flow to Creatio CRM (in consideration of authentication).

Figure 4:

Setup of Automated Cloud flow to capture a Lead into Creatio

We will create a Microsoft flow like Business Process in Creatio with its own features. Open the Power Automate and select My flows from the available menu in the left panel. Click on New flow and select Automated cloud flow from the dropdown. Set a name for your flow and set choose your flow’s trigger value* as when a new response is submitted. This helps to trigger the Microsoft flow when a Microsoft Form is submitted.

1.Select the formId value as the form name that got created (all the forms will be displayed in the displayed in dropdown select the required form name).

2.Click on Next Step to create a new step as adding a new element in Creatio BP. Select Microsoft Forms and select Actions, then choose Get Response details, then set Response Id field value as Response Id which is used to collect the values from the submitted form.

3.Click on the next step, select the custom tab in the newly added step and select Creatio connector.

Figure 5:

Set the instance name and formid values. Both these values are obtained from the Creatio CRM site.

*Instance_name – You Creatio CRM Site (agiliztechwww.agiliztech.creatio.com)

Formid – Your Landing page record id. (It is found inside the landing page record created in Figure 4). Now, bind the form response to the Fields of the Creatio Object and click on save.

Figure 6:

NOTE: The Creatio object field name should be provided in formFieldsData name and dynamic response is given to corresponding formFieldsData value to map the field values of Microsoft forms to the field of Creatio object.

After the successful setup, when your Microsoft Form is submitted, the automated flow gets triggered which has Creatio connector (holds Target site name & Landing Page) is executed and a record is inserted into Lead object.

Figure 7:

Figure 8:

Privilege of Microsoft Forms Connector

This Microsoft Forms connector helps in reducing the amount of time required to develop the code to build the webpage and minimize the amount of time required to integrate the webform response to the Creatio CRM site Lead object. This Connector acts as a single stop solution to create a lead with less investment of time, resulting in capturing more lead and enhancing sales.

AgilizTech, a trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our AgilizTech – Creatio blog

2020 Creatio Accelerate Global-A must-attend event!!

Creatio has announced its upcoming event Accelerate Global to be held worldwide. It is a unique event that will be live-streamed for 24 hours. Having conducted 12 plus offline Accelerate events in various countries, this virtual event is a compilation of the insights from the offline events.

Get ideas from business leaders that will help shape the future of your business. The event is attended by IT and digital leaders to learn successful strategies and how to build a low-code company. Low-code being the future of enterprise software, this event revolves around how low-code can transform your business, how business leaders and industry experts transformed and accelerated their business processes in few months, and how companies transformed sales, marketing, and services.

What is in store for business and IT leaders in this event?

  • Insights to help turn your business challenges into opportunities and look at the future of enterprise software in a different way for business and digital leaders
  • Insights on winning strategies and practical cases for automating front and middle office processes in your vertical business and digital leaders
  • Practical knowledge about leveraging Creatio’s low-code platform for IT and digital leaders, citizen developers, and users of the Creatio platform
  • How to accelerate transformation with the #1 low-code platform or professional developers and technical leaders
  • Open discussions with Creatio leadership and product teams, as well as updates on Creatio vision, strategy, and roadmap for partners.

The event speakers list includes visionaries, industry analysts and experts, Creatio leadership, customers, and partners, to provide insights to help organizations worldwide turn their business challenges into opportunities.

Attend this global event:

To learn how low-code changes the game for enterprises

Get opportunities to network with brilliant minds from various industries

To deep dive into a #1 low-code platform for front-office and operational processes to help you build a low-code enterprise.

Creatio (formerly bpm’online) is a global software company providing a leading low-code platform for process management and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent products accelerate sales, marketing, service, and operations for mid-size and large enterprises.

AgilizTech, partner for Creatio helps organizations across the globe with the implementation of advanced CRM solutions. With the help of Creatio technologies and solutions, we help organizations to simplify their business processes and successfully grow their business.

Join us for the exciting Accelerate Global event and connect with peers from various industries and locations and be part of the 24-hour attendee-driven online conference.

Register for free and save your seat now!! Let’s be a part of the amazing event and learn how to create a low-code company!

Lead and Opportunity Turn Around Time (TAT) in Creatio (formerly bpm’online)

Problem Statement

At every lead/opportunity stage only the ‘start date’ and ‘end date’ could be captured in Creatio, but not the average time spent on each stage. As a lead progresses in different stages, it is important to know the time spent in each stage.

Solution

Lead and Opportunity turn around time (TAT) template was created which allows the sales team to view the time spent at each lead and opportunity stage, and also see the average TAT across all the active leads and opportunities in the CRM. The template makes use of the ‘start’ and ‘due’ dates captured in Creatio for each lead/opportunity stage changes to compute TAT in hours and days for that stage. An overall dashboard will display the average TAT across all active leads/opportunities. A daily job will keep on updating the TAT for leads & opportunities that are lying open in any intermediate stage.

In this blog, learn the guidelines on how to use the Lead and Opportunity TAT template.

Guide For Using The Template

Install the template from Creatio marketplace <https://marketplace.creatio.com/template/lead-and-opportunity-tat-dashboard>.

Lead Stage Turn Around Time (TAT)

Individual lead’s stage wise TAT

After installing the template, in lead section, in ‘history’ tab, to the ‘stages’ detail, add two new columns say ‘TAT Hrs’ and ‘TAT Days’. These fields will display the TAT in Days and in Hours for each stage based on the ‘start’ and ‘due’ dates.

Figure 1:

lead and opportunity tat

 

Average lead TAT
A new tab called ‘Lead TAT’ will be added in the lead section dashboard. Two bar charts are added to display average lead TAT in hours and in days, at each stage across all active leads. If you need to view the average TAT across different customer needs/verticals, please copy the dashboard and put necessary filters.

Creatio
Opportunity Stage TAT

Individual opportunity stage wise TAT
In the opportunity section, in the ‘opportunity history’ tab, to the ‘stages’ detail, add two new columns say ‘TAT Hrs’ and ‘TAT Days’. These fields will display the TAT in Days and in Hours for each stage based on the ‘start’ and ‘end’ dates.

Creatio
Average Opportunity TAT
The dashboard tab ‘Opportunity TAT’ in opportunity section will display the average TAT across all opportunities.

lead opportunity TAT
Daily Job
Daily job is setup which will run at 4.00 AM GMT to update the TAT against leads and opportunities that are lying in same intermediate stage for the whole day.

Say if an opportunity is in ‘proposal’ stage for the whole day and not being moved, the TAT will be updated by next day morning 4.00AM. If the next day also the opportunity lies in the same stage, the next run of the job will keep adding the TAT days against ‘proposal’ stage for that opportunity. Finally when the stage is advanced, actual TAT will be updated.
Additional addon to enhance dashboard
The average plots might show more than 2 decimal digits initially. Please install ‘custom chart options’ add on from the Creatio marketplace (https://marketplace.bpmonline.com/app/chart-custom-options-bpmonline) and insert the below JSON to make the data points in the chart rounded to 2 digits. Additionally, if you need to display “hrs” or “days” along with the value, please add the appropriate string.

“JSON:”: {
“plotOptions”: {
“bar”: {
“dataLabels”: {Creatio
“enabled”: true,
“format””: “{point.y:,.2f} Hrs”,
“style”: {
“fontWeight”: 500                                 
}
}
}
},
}

Benefits of this template
This template helps managers to monitor the turn around time (TAT) at each stage and also overall average TAT stagewise for opportunities as well as for leads. The dashboard will help the top management to identify the bottlenecks and take necessary steps to enhance the process accordingly. The sales team can improve their efficiency and productivity as they will be able to know how much time they are spending in each stage.

AgilizTech, trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our blog.

Top 5 benefits of Low-Code platform

About low code

According to Gartner, “By 2020, at least 50 percent of all new business applications will be created with high-productivity tool sets, such as low-code and no-code application development platforms.” Low-code is a unique approach to build business applications quickly with minimal hand-coding.  So, compared to traditional app development, with the low-code platform developers can easily develop applications that are intuitive with drag and drop interfaces and integrations. Low-code is emerging as a fundamental and effective strategy to accelerate application delivery supporting the ongoing digital transformation.

Top 5 benefits of low-code

Low-code technology is quickly gaining momentum and many organizations are adopting it to build apps and processes seamlessly. The top 5 benefits of the low-code platform are:

  • Accelerate app development

With low-code, several capabilities like the visual models and drag and drop functionalities help in building apps faster with a pre-built user interface. Most importantly, apps can be deployed at once across all devices.

  • Users can build apps easily

The purpose of low-code technology is to bridge the gap between IT and non-IT developers. The term ‘citizen developers’ came into existence with low-code, wherein users can create simple business applications with little technical know-how.

  • Enhances customer experience

The low code platform automates several operations that are crucial to customer experience. The agility in the development of apps, strong business process features helps in building better apps improving the customer experience.

  •  Built-in governance

The low-code platform has automated governance capabilities that are administered and monitored by the organization’s professional IT team. So when the users can develop apps as per the organizational requirements, it cannot be deployed without the final approval of the IT department.

  • Importance of AI in low-code

AI being an integral part of low-code, multi-channel capabilities like web and mobile apps can be built which makes it easier for businesses and clients to interact. The presence of intuitive chatbots and live call centers in the apps helps in effectively meet customer requirements.

 

How to choose the right low code platform?

It’s important to do your research to choose the right platform. Listed below are a few points on what needs to be done to select your choice of low-code platform:

  • Ascertain requirements representing the key areas and functions of your organization
  • Put forward your requirements to the platform keeping in mind your objectives
  • Determine the features of the platform
  • Do a thorough market research using analysts report like Forrester and Gartner
  • Shortlist the potential vendor based on how they address your requirements and challenges
  • Select a platform offering the best overall value to your organization.

 

Creatio’s low code platform

Creatio (formerly bpm’online) is a low-code, process automation and CRM company that envisions a future where “everyone is a developer.” With simple developer tools, users can quickly deliver and make changes to business apps without in-depth technical know-how.

 

low-code

Major features of Creatio’s low-code technology are:

  • Out of the box solutions, templates, connectors to accelerate customization and development
  • BPM tools that enable users effectively design, execute and optimize business processes
  • Visual analytics tools help detect problems and optimize processes
  • Machine learning and AI tools to automate multiple operations
  • Out-of-the-box dashboards that enable monitoring business operations in real-time
  • Powerful capabilities for full-cycle data management
  • Tools to customize mobile apps quickly and easily

 

Hence, low-code will be the future strategy as it is an advanced platform that reduces the complexity of building apps and helps organizations to be agile and respond to the changing business conditions in the digital world.

To understand more about this platform and how it can be effectively used for accelerating your business growth, AgilizTech Software Services, a leading partner for Creatio can help you out.

Bpm’online announced the brand-new name Creatio in the sky

AgilizTech, valued partner for Creatio (formerly bpm’online) congratulates them for the new name Creatio.”

 

Bengaluru, Karnataka – 25-11-2019: As a valued partner, AgilizTech is delighted that bpm’online has re branded to Creatio which perfectly represents the company’s vision for helping the community of its customers and partners to create powerful and unique solutions effortlessly on the Creatio platform.

Creatio is a unified platform to accelerate marketing, sales, service and offers out-of-the-box solutions, templates and applications on the marketplace to accelerate productivity and extend platform functionality.

The new name reinforces the strong belief of creating a world where any business idea can be automated in minutes. Though the name has changed, the company strategy, products and team remain the same.

The Creatio team took to the sky to celebrate the name change event. 160 employees along with the CEO announced the name in an unusual way by skydiving and celebrated with grandeur. Though it was a first time experience for the employees, all of them volunteered to participate.

According to Katherine Kostereva; CEO and Managing Partner at Creatio: Since our initial launch as bpm’online, our company, platform, and our global reach have changed a lot. We wanted a name that better reflected what our platform is about, and how our clients perceive our company and its products. Our new name, Creatio, emphasizes the many powerful solutions that have been created using our platform, and it clearly communicates our vision of allowing anyone to become a developer.

According to Sujeeth Shetty; VP of Business Development at AgilizTech: Creatio perfectly embodies the goal of the company, which is to let customers create solutions for their business acceleration.

 

About Creatio

Creatio (formerly bpm’online) is a leading low-code, process automation, and CRM company. It has been highly recognized as a market leader by key industry analysts. Creatio’s intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of Creatio is to help companies ACCELERATE!

For more information, please visit www.creatio.com

 

About AgilizTech

AgilizTech Software Services Pvt. Ltd. are global IT specialists delivering solutions and services that empowers customers to transform and prepare their organizations for the digital future. We embrace an agile and collaborative approach in creating customized solutions across the digital value chain. We cater to various industries which includes Healthcare, Manufacturing, Retail, Telecom and more.

To know more visit https://www.agiliztech.com/

 

Accelerate Dubai 2019-Learn new ways to accelerate business growth

If you are a business leader and want to explore ways to prepare your organization for the digital transformation, then ACCELERATE events organized by Creatio (formerly bpm’online) is the right platform.

On the 25th of November 2019, AgilizTech is co-hosting the Accelerate Dubai event wherein the attendees can indulge in a half-day program of inspiring speeches,  learn about the latest technologies and innovative solutions and connect with industry experts.

In the first session, we have motivational live discussions from industry visionaries on how to accelerate your business and facilitate innovation, low-code technologies to accelerate digital transformation and exclusive product announcements.

The featured guest speaker is Yasser Bahaa Eldin, Organizational Excellence Expert and life transformational catalyst with twenty years of experience in banking, consultancy, education sector, and also an author of various magazines and newspapers. He will be talking about integrating innovations and future forecasting to achieve business objectives.

In the second session, we have experts and partners speaking on how customers can accelerate organizational alignment and business growth. From AgilizTech we have Sujeeth Shetty, VP-Business Development discussing the success story of our client on how technology has driven better results and accelerated business growth.

The other key speakers include:

Alex Donchuk – Global Channel Director, Creatio

Mike Hryshenko, Regional Sales Director, Creatio

Fateen Al-Atassi, CEO, Information Technology Services

Ashwath Narayanan, Practice Manager, Psiog Digital

Anuj Gaurishankar Sharma, Senior Consultant, HCM, Bee’ah

 

What do you learn by attending this event?

  • Insights from industry leaders on how innovative technologies define the future of business and drive value
  • Business processes and latest technologies that mobilize organizations towards digital transformation
  • Success stories that help business leaders to guide teams and organizations with confidence
  • Embrace ‘everyone is a developer’ with low-code/no-code technologies to overcome business challenges
  • Collaborate with industry experts, share ideas and find solutions to accelerate business

 

To stay ahead with the upcoming technologies that help in accelerating your business growth and prepare your organization for the digital future, don’t miss the chance to attend the accelerate event in Dubai  which is free and is organized in the luxurious hotel, Media Rotana.

Secure your seat today to connect with us at the event. AgilizTech is excited to be one of the event partners along with ITS (Information Technology Services) and also to meet the attendees.

How Creatio (formerly bpm’online) products and services help accelerate business growth

91% of businesses with 10 or more employees now use CRM software. (Source: CRM Magazine) In today’s competitive world, CRM is an excellent and imperative solution for organizations to automate their process as it is easier to implement, cost-effective, flexible in deployment, boost business agility, improve customer experience and be in par with competitors.

But the most important factor about a CRM will be the ease of operating it. Today, AI is a key driving force in improving CRM software in terms of usability. The transformation of CRM software enabled with AI has automated various processes like sales forecasting, email personalization, lead management, performance management, customer service, and even voice assistants. This has helped in analyzing the customers better and improve customer experience.

Hence, an excellent CRM is one that empowers customers and teams to globally collaborate, share information, deliver superior services and improve overall productivity.

Creatio has emerged as one of the leading CRM software offering a blend of intelligent BPM capabilities with CRM features. Creatio CRM is a unified and agile platform that accelerates sales, marketing, service, and operations.

Why use Creatio CRM?

  • Sales, marketing, and service can be deployed together on a single platform or as a single product
  • Out of the box solutions and processes to enhance the CRM implementation with other applications
  • Cost-effective CRM software
  • Complete customer information enables personalized customer experience which boosts customer loyalty and sales
  • Powerful low code platform accelerates business transformation
  • It can be operated either in a cloud environment or on-premise.

 

Important features of Creatio

Creatio with its user-friendly and customizable features helps businesses big or small manage their processes driving excellent customer experience. Important features of Creatio include:

 

  • 360-degree customer view for better customer experience
  • Powerful business process management system
  • Extensive collaboration tools to manage communication with clients and between team members
  • Lead management tools to capture, track and qualify leads
  • Complete management of opportunity right from tracking the history of their interactions
  • Simplifying working with documentation
  • Mobile CRM solutions
  • Modern analytical tools to track important indicators
  • Manage daily tasks and activities with contact centre
  • Manage and track cases
  • Information on products and service can be stored in the unified database

Creatio provides three integrated products,  Marketing Creatio, Sales Creatio, and  Services Creatio to accelerate the growth of the organizations.

Craetio crmMarketing Creatio

Is a powerful marketing automation software providing out of the box processes and efficient tools for lead generation and effective communication.

 

Creatio crmSales Creatio

Uses the best practices and pre-defined processes for organizations to accelerate their entire sales cycle from lead to repeat sales. It also offers excellent technology for companies to effectively manage every stage of the customer interaction.

Creatio crm

 

 Service Creatio

Is an application that can be set up as a cloud solution or on-site based on customer needs. It helps organizations big or small to manage omni channel or multiple communication.

 

In this digitally evolving world, companies need to quickly adapt to the transformation and Creatio help in alining the data, processes and teams, enabling organizations to accelerate growth and connect with digital native customers.

AgilizTech has successfully provided unique CRM solutions for various clients that helped them in improving the lead generation, marketing strategy and enhance the customer experience.

If you would like to know more about how our customers have benefitted from Creatio products and services you can attend and join us for the Accelerate event to be held in Dubai on the 25th of November 2019. In this event, you can learn all about the latest technology trends, innovative BPM and CRM solutions, interact and connect with top industry experts.

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