Category: Creatio

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.

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.

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