Tag: bpm’online

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/


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.

Bpm’online celebrates the launch of a new name in the sky

AgilizTech, a leading award-winning IT product and service company, and bpm’online partner is happy to know about the renaming event to be held on 30th October 2019. It is one of the biggest online event in the history of the company.

In this exciting event, it is only the name that is changing unaffecting the strategy, products, and team of bpm’online. Explore and enjoy breathtaking show introducing the new name, company updates, and behind the scenes life of bpm’online.

Bpm’online started its journey seventeen years back as a small start-up with only five members. Today they are a global software company with 500 plus employees, thousands of customers and several offices across the globe. Their uniqueness is the low-code platform for business process management and CRM, with an extensive marketplace of apps and templates which helps enterprises accelerate the complete digital transformation cycle. They are highly recognised as a market leader by key industry analysts. The mission of bpm’online is to help companies ACCELERATE!

Sujeeth Shetty Vice President – Business Development at AgilizTech: AgilizTech is looking forward to the launch of the new name of bpm’online. We are an integrator partner for bpm’online helping various companies to accelerate with bpm’online solutions and are sure that the new name will reflect the vision of mission of bpm’online which is to help companies accelerate.

In this exciting event, you can be the lucky winner by sharing your ideas. Register now!!

Creatio (formerly bpm’online) recognized as a Leader in 2019 Gartner Magic Quadrant for Sales Force Automation

Aligning the sales activity, accumulating customer data and accelerating growth will be a challenge for any organization. To channelize the sales effort, increase productivity and drive customer satisfaction, Sales Force Automation or SFA plays a key role for an organization.

AgilizTech with its unique combination of innovative digital solutions and agile processes focuses on enriched customer experience delivering best in class are partners for bpm’online in CRM implementation and are happy to share the news of Creatio (formerly bpm’online) being recognized the Leader in 2019 Gartner Magic Quadrant for Sales Force Automation.

According to Ganesh Babu Vasantha Rajan, MD and CEO of AgilizTech; “Hearty congratulations to Creatio (formerly bpm’online) for this recognition. We are proud to partner with bpm’online in implementing their solutions to our customers all over the world. Creatio (formerly bpm’online) enables our customers a flexible and customizable platform that helps in aligning the sales process which ultimately improves sales, enhances growth and customer experience.”

SFA software is applicable to all types of business and facilitates increased sales and productivity. Creatio (formerly bpm’online) , a global software company are leaders for business process automation and CRM. They offer innovative technology and products that help a business to accelerate growth with enriched customer experience.

Sales Creatio delivers comprehensive sales processes that manages the entire customer journey. It also offers world class technology the aligns the sales, marketing and customer service. Creatio (formerly bpm’online) services being par excellence, they have been accoladed with various awards and recognition. Adding on to this, is the recent recognition as the Leader in 2019 Gartner Magic Quadrant for Sales Force Automation.

According to Katherine Kostereva, CEO and Managing Partner bpm’online; “At Creatio (formerly bpm’online) we are laser focused on meeting the needs of today’s sales organization striving to accelerate their sales growth. We believe we’ve improved year over year and that our position in this Magic Quadrant is the result of the persistent efforts we make to empower our customers in growing their organizations through automation of their sale processes and activities.”

Gartner Magi Quadrant is a series of market research reports conducted on technology industries demonstrating market trends, such as direction, maturity and participants. In 2019, Gartner evaluated 19 vendors based upon their strength and weakness and rated the vendors according to the completeness of vision and ability to execute. The vendors are plotted in the graph in four quadrants: niche players, challengers, visionaries, and leaders.


Below is the figure on how the vendors are placed:

Download the complimentary copy of Gartner’s Magic Quadrant for Sales Force Automation to know more.

CRM Buyer’s Guide 2019

Customer experience and satisfaction is key to the growth and success of an organization. In the highly competitive world today, with various products and services to choose from, companies need to prioritise their sales, marketing and service efforts. Customer Relationship Management or CRM is one of the best software that helps in improving and aligning your business process.

If you are an existing user of CRM and want to upgrade or, planning to implement the CRM software for the first time, then you need to outline the business requirements and objectives and see how this software will help in achieving your business goals.


What you need to understand before selecting the CRM?

  • Analyze and outline as to what your business wants to achieve from the CRM software
  • Match your objectives with the features and functionalities of the CRM systems based on the vendor guide or other criteria
  • To implement a CRM, do a thorough research on what technology is being used, what is that you want to improve with technology, how many people will be using it, how can the new software help and do we need any additional software along with CRM
  • Consider CRM as an ideology to build and improve customer relations and not only as a technology tool yielding results.
  • CRM software does not fix business issues in a single go. It is a tool enhancing operations based upon your business strategy.


Understanding on how to choose CRM vendors

Once you understand on how to strategize your business objectives before implementing a CRM software, then you need to carefully select CRM vendors. We have a plethora of CRM software available in the market like HubSpot, Salesforce, Zoho, Insightly, bpm’online and many more.

Important checklist before choosing CRM vendor which includes:

  • Do some analysis on the features and functionalities available in the CRM. Select the ones which is applicable for your business, easy to use, and which suits your budget.
  • Know how the vendor is performing. This can be done with the help of review or other platforms like Gartner’s report, Forrester Wave, G2 Crowd, Capterra and more.
  • Based on your audit, charter a list of top vendors and select the one which meets your business requirements.


Best practices in selecting the right CRM

Once you have shortlisted on a few vendors, deciding on the perfect CRM vendor is quiet challenging. Do a background evaluation about the CRM offered by them like; whether they have worked on similar model like your business, how cost effective they are, time taken to implement the software, whether they have updated the features, what kind of support they offer.


Listing down few important ways to narrow down your choice of CRM

  • Create a scoring system amongst the selected vendors and see how the features in each product matches with your business requirements.
  • Ensure that the CRM integrates with other software in your business process like the HR software, Accounting software, website, etc.
  • Each vendor will have his own sales pitch while presenting or giving a demo of the CRM. Take time and see what fits best for your business.
  • Don’t just go by the words of the sales reps in taking the final decision, request for a run through or a free trial of the CRM.
  • Incorporate all the users while selecting the software, as the better user adaptability the better results.
  • Select for vendors niche in your industry which also helps in understanding the companies they have worked with.


Important platforms to evaluate CRM performance

Now that we know there are various CRM software available, we need to find the one with the best features suitable for your business requirements. And here the reviews and reports on CRM can help you selecting the best one. Few of the platforms which are:

G2 Crowd is a peer to peer review site wherein organisations can offer feedback on the products used. They have 400 plus product categories with ample number of reviews that helps organisations in effective purchasing decisions.

Gartner Magic Quadrant a publication platform evaluating technology based companies helping potential buyers in analyzing the company before selecting a product, solution or service.

Capterra is a review platform that basically connects with business owners and software companies assisting businesses in selecting the right kind of software.

Financesonline is a well-known B2B and SaaS review platform wherein experts and user reviews are provided. With more the 11000 user reviews a business can find the perfect software solution that matches their criteria.

Forrester Wave is a publication that outlines the vendors products and services in a detailed way and helps buyers in taking the right purchasing decisions for a product or service in the technology marketplace.


Why choose Creatio (formerly bpm’online) CRM?

Creatio (formerly bpm’online) is one of the leading CRM platform and global business software company. Creatio (formerly bpm’online) CRM enables companies big or small to adopt the agile processes quickly into their business. Marketing, sales and services can be aligned in a single platform with this CRM.

This CRM is flexible and user friendly. It can be used across various industries like; Financial services, professional services, retail, wholesale, and distribution, telecom, real estate, transportation, and others.


Key benefits of Creatio (formerly bpm’online) CRM

  • Out-of-the-box applications in Creatio guide users through the most effective actions and make it easy to start using the system and bring industry best practices to their work.
  • It provides a 360 degree customer view which helps in tracking complete customer details
  • Creatio delivers end-to-end processes to manage the complete customer journey. As the marketing, sales and customer services are aligned in a single platform companies can effectively manage every step of the customers’ interactions.
  • User friendly interface which makes working with the application easy and smooth
  • Creatio CRM integrates with Gmail as well as Outlook.

AgilizTech, leading partner for bpm’online CRM implementation helps businesses to successfully channelize their sales and marketing activities. Our portfolio in CRM implementation spans across various industries like aviation, financial services, healthcare and more.

To get a deeper understanding on the factors to consider before you take a final decision on buying a CRM please refer the eBook CRM Buyer’s Guide 2019. The eBook is an insightful read helping CRM buyers make intelligent and smart buying decisions based on their requirements. “CRM Buyer’s Guide 2019” by Creatio.

AgilizTech’s customization for Creatio (formerly bpm’online) – Look up filtration based on flag in mobile app

In this fourth post of the series we will be discussing how to list only active products in the product selection page of the Sales Creatio (formerly bpm’online) enterprise edition mobile app.

The product section in mobile app has provision to activate or inactivate the products. In the desktop version if a product is inactivated, it will not list in any product selection page. In mobile page, however by default the product will be listed.

Business use case:

To display active products only in the production selection while booking orders through bpm’online mobile app.

Product:  Sales Creatio enterprise edition

Applicable for Version: 7.13 & above

Below is the desktop version of  Sales Creatio enterprise wherein you can see that the Product Inactivated does not appear in the product selection page.

Fig 1: Product Inactivated


Whereas in the product selection page of the Creatio (formerly bpm’online) mobile app the inactive product will be listed. This can be corrected by applying a certain code.

Fig 2: Before applying code change, product will be listed in mobile product lookup


Fig 3: After applying the code change, product will not be listed in lookup


Filtration of lookup columns based on the flag or a column is demonstrated below.

You should be knowing in which Workplace the changes need to be done. Select the workplace first to apply the changes.

In Custom package > MobileApplicationManifestDefaultWorkplace

For Example:

UsrMobileFilterModelConfig – If this is the business rule created for filtering the columns based on other columns, then you will have to mention this name in Model > Object’s Page Extension section.

Refer below code:

“Models”: {
“Order”: { {
“RequiredModels”: [
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrMobileFilterModelConfig “, // Module Name

Create a module with the specified name. In this example it is UsrMobileFilterModelConfig.

In UsrMobileFilterModelConfig. module write the business event for Accessibility.

Find the code below.


Here we are filtering “Product” lookup column in Order Products, based on Is Archive field in the product object. If the value is false, product will be listed; if value is correct i.e. if product is inactive, it won’t be listed. This Filtration should work while inserting new order, i.e. selecting a product for new order and while editing order product list for an existing order.

The event handling is explained below:
Find the code below.

Terrasoft.BusinessRuleEvents.Load, //On Data Load
Terrasoft.BusinessRuleEvents.Insert, //upon inserting new
Terrasoft.BusinessRuleEvents.ValueChanged //While Editing

Hence, if the above code is applied the inactive products will not be listed in the mobile product look up.

Click here to navigate to the main blog post which contains the complete list of Creatio (formerly bpm’online) customization use cases.

AgilizTech’s Customization for Creatio (formerly bpm’online) – Conditionally Enable / Disable Field in bpm’online mobile app

In this blog we will be discussing on how to conditionally enable or disable a field in Creatio (formerly bpm’online) mobile app.

In this third use case, the user can enter the product details, price and quantity needed, and can edit the total amount field in the order page of the mobile app. The total amount field should be an auto computed one based on the price and quantity given at order product level. To restrict this we have created a code which completely disables the ‘order total amount’ field.


Figure:1 By default if you add the “total order amount” in mobile page, it will be editable.


Figure:2 After applying the below code, the field will not be editable.

How to make changes in the page?

To apply these changes and set the corrections, you should be aware of the workplace in which the changes have to be done.

In the Custom package > MobileApplicationManifestDefaultWorkplace select the mobile app workplace where the changes need to be done.

As a business rule, the module UsrMobileDisableModelConfig must be created and you need to write the business event for accessibility.

Below is the code for this customization:

ruleType : Terrasoft.RuleTypes.Activation,
triggeredByColumns : [“Id”],
conditionalColumns :[ {name :”Id”,value : “Disable All the time”} ],
dependentColumnNames : [“Amount”]

The above code will disable ‘amount’ field which stores the ‘total order value’only if the order ID field is having a value other than the value mentioned in the condition line (i.e. value of ‘Disable All the time’). In this code we have chosen ‘ID’ field as the conditional field, but you can choose a field of your choice as per the business need.

Once UsrMobileDisableModelConfig module is created, we need to place this in the
custom package >  MobileApplicationManifestDefaultWorkplace

For Example:
UsrMobileDisableModelConfig – if this Business rule is created for accessing the columns, then you will have to mention this name in Model > Object’s Page Extension section.

Below is the code:

“Models”: {
“Order”: {
“RequiredModels”: [
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrMobileDisableModelConfig “, // Module Name

Once the above codes are implemented, the user cannot change the order amount because the field will be disabled.
Click here to navigate to the main blog post which contains the complete list of Creatio (formerly bpm’online) customization use cases.

AgilizTech customization for Creatio (formerly bpm’online) – Using Custom Section Filters to view records

This post is in the first of a series that discusses customization of Creatio (formerly bpm’online) for increased efficiency and productivity. In this post, we explore creation of custom section filters to view records.

As per the operational process, sales persons log orders coming from customers in Creatio (formerly bpm’online). These orders must be ‘Approved’ by the sales manager, only after which they will be processed further. By default, a ‘Status’ filter does not exist in the system. The custom filter is required to help the managers to quickly filter out the ‘Pending Approval’ orders from their order list.

Default Filters in a section:

CreatioAfter applying custom filters (order section – status field):



Steps to create section filters in bpm’online – Quick filter

Let’s now look at how we can create a custom filter in Sales Creatio Enterprise edition, v Here are the steps:

  1. In the Orders page, select open Section Wizard and save the wizard to create a new section page in ‘custom’ package for ‘orders’
      • i)Open ‘orders’ section wizard
      • Creatio
      • ii)Save wizard once


      • iii) New section will be created in custom package; edit this as mentioned in further steps

  2. In OrderSectionV2 Page (Configuration), place the below code snippet in the method block.
initFixedFiltersConfig: function() {
var fixedFilterConfig = {
entitySchema: this.entitySchema,
filters: [
name: “PeriodFilter”,
caption: this.get(“Resources.Strings.PeriodFilterCaption”),
dataValueType: this.Terrasoft.DataValueType.DATE,
startDate: {
columnName: “StartDate”,
defValue: this.Terrasoft.startOfWeek(new Date())
dueDate: {
columnName: “StartDate”,
defValue: this.Terrasoft.endOfWeek(new Date())
name: “Owner”,
caption: this.get(“Resources.Strings.OwnerFilterCaption”),
columnName: “Owner”,
defValue: this.Terrasoft.SysValue.CURRENT_USER_CONTACT,
dataValueType: this.Terrasoft.DataValueType.LOOKUP,
name: “Status”,
columnName: “Status”,
caption: this.get(“Resources.Strings.StatusFilterCaption”),
appendCurrentContactMenuItem: false,
dataValueType: this.Terrasoft.DataValueType.LOOKUP,
defValue : “1”,
addNewFilterCaption: this.get(“Resources.Strings.SelectStatusCaption”),
hint: this.get(“Resources.Strings.SelectStatusCaption”),
buttonImageConfig: this.get(“Resources.Images.StatusFilterImage”),
this.set(“FixedFilterConfig”, fixedFilterConfig);
  1. A default filter for Period, Owner & status is added. If you need to list the current user name in the filter (as in ‘owner’ filter), set “appendCurrentContactMenuItem” to true.


Click here to navigate to the main blog post which contains the complete list of bpm’online customization use cases.

Different ways Creatio (formerly bpm’online) can be customized for your business’ unique needs

Creatio (formerly bpm’online) is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide.

AgilizTech partners with bpm’online to deploy and implement advanced CRM solutions that helps organizations strengthen customer acquisition, retention, loyalty and advocacy strategies.

We work with clients to customize Creatio (formerly bpm’online) as per their unique organizational needs. In this series of blog posts, we will explore certain scenarios in which customization can be made to improve efficiency and increase productivity.

We will be adding blog posts for each of the use cases mentioned below in the coming weeks. Do stay tuned to learn how Creatio (formerly bpm’online) can be tailored to suit your unique organizational needs.

Use Case 1: Custom Section Filters to view records

Use Case 2: Conditionally Hide/Show Fields in app

Use Case 3: Disable Edit of Total Amount Field

Use Case 4: Enable Display of Active Products in System

Use Case 5: WordPress Landing Page Integration 

Update Access Rights For Accounts and Contacts

Coming soon….

Lead and Opportunity Turn Around Time (TAT) in Creatio


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