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Sales Creatio Review

Sales Creatio
Our score: 9.3 User satisfaction: 100%

What is Sales Creatio?

Sales Creatio is a sales automation software that’s helpful in converting leads to repeat sales. It provides intuitive tools for opportunity management, lead management, and quote management, as well as invoice templates and order management tools. The software has the features to guide you through the entire sales process, starting from the initial communication with a customer up to the closed transaction with them.

By following a pre-defined system, Sales Creatio helps in incorporating industry best practices into your organization. Combining AI with the leading UX, the software accelerates user adoption. Moreover, the software allows structuring information in a logical way, as well as collaboration and sharing of data among users.

Furthermore, Sales Creatio has an intuitive interface that allows easy navigation. The software also ensures that user experience stays the same on all devices, making the solution fully optimized and compatible on tablets and smartphones. On top of that, the system integrates with the leading email providers so you can manage all your correspondence from a single hub.

Sales Creatio belongs to a popular productivity software suite, the Creatio CRM bundle, and it functions in synergy with other leading Creatio solutions. You can purchase Creatio separately in any of its three scale-adjusted plans, or as a part of the entire Creatio CRM bundle. The vendor also offers a 14-day free trial for all packages so you can check out their features in advance.

Overview of Sales Creatio Benefits

Efficient CRM data management

The software extends its functionalities in using a data scientist that helps in identifying contact information, arranging customer profiles, and extracting other valuable information via open sources and keeps them regularly updated. These features allow an effortless management of all your CRM data.

Lead management

Sales Creatio has a robust system for lead and contacts management, and it provides a 360-degree view of all customers so you’ll be guided throughout the entire sales process. Contact data, relationships within the company’s structure, account history, customer interactions are recorded in the software’s system.

Data enrichment

Through the system’s pre-built social media integrations, the software offers the possibility to enrich customer data via Facebook and Twitter profiles. Adding weight to every parameter in the profile is also made possible with Sales Creatio, as well as appointing a supervisor for the evaluation of the profiles created. The system even sends automated notifications when it detects missing data.

Powerful collaboration features

With its built-in calendar, Sales Creatio allows a systematic planning of your tasks, and you can link your tasks to the appropriate agents, opportunities, or deals. It also comes with the tools you need in communicating and exchanging information with your customers or your team members.

Reliable sales forecasting

The software comes with forecasting tools to help you compare significant indicators and predict volumes based on accounts, industries, and managers. Sales Creatio also allows you to use intelligent features for deducing information in a matter of seconds. This way, you can analyze and measure your progress or success on a particular task and then compare it to your planned sales quota.

Smart invoicing and order management

Sales Creatio comes with tools that help you categorize orders by accounts, budgets, status, and owners among many other categories. It lists all orders in the system and then allows you to monitor each order’s status so you can provide your customers a more efficient processing of their transactions. Furthermore, the software comes with ready-to-use templates that you can use as invoices.

Overview of Sales Creatio Features

  • Lead management
  • Opportunity management
  • Orders and invoices
  • 360° customer view
  • Collaboration tools
  • Sales forecasting
  • Contract management
  • Business process management
  • Field sales management
  • Product management
  • Document flow automation
  • Project management
  • Mobile sales
  • Synchronization and integration
  • System designer
  • Knowledge management

Sales Creatio Position In Our Categories

Bearing in mind businesses have distinctive business-related needs, it is only rational that they avoid subscribing to a one-size-fits-all, “perfect” solution. Nonetheless, it would be almost impossible to come across such a software system even among popular software products. The rational step to undertake should be to make a list of the several essential functions that merit consideration such as crucial features, price terms, skill capability of the employees, organizational size, etc. Then, you should follow through the research fully. Have a look at some Sales Creatio reviews and check out the other software programs in your list in detail. Such all-encompassing product investigation ascertain you weed out unfit software solutions and subscribe to the system that includes all the tools you require business requires.

Position of Sales Creatio in our main categories:

TOP 5

Sales Creatio is one of the top 5 Sales Software products

Sales Creatio is also listed in the following subcategories:

Each organization has different requirements and requires a software that can be customized for their size, kind of staff members and buyers, and the specific industry they are in. For these reasons, no system can provide perfect tools out-of-the-box. When you look for a software system, first be sure what you require it for. Read some Sales Creatio Sales Software reviews and ask yourself do you desire basic tools or do you require complex features? Are there any industry-specific features that you are looking for? Find the answers to these questions to aid your search. There are multiple aspects that you need to reflect on and these include your budget, particular business requirements, your organization size, integration requirements etc. Take your time, use a few free trials, and finally choose the app that provides all that you want to boost your organization competence and productivity.

How Much Does Sales Creatio Cost?

Sales Creatio Pricing Plans:

Free Trial

Team

$25/user/month

Commerce

$30/user/month

Enterprise

$50/user/month

The software is part of Creatio’s CRM bundle, but you can purchase it separately. You can choose from three SMB and enterprise pricing plans to avail Sales Creatio. The vendor also offers a 14-day free trial for each of their packages. Here are the pricing schemes:

Team – $25/user/month

  • Business process management
  • Lead management
  • Document flow automation
  • Customization and administrative tools
  • Opportunity management
  • Knowledge management
  • 360° customer view
  • Collaboration tools
  • Mobile app
  • Analytics
  • Out-of-the-box process for large sales
  • Products and services
  • Synchronization and integration

Commerce – $30/user/month

  • Lead management
  • Document flow automation
  • Knowledge management
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Sales forecasting
  • Products and services
  • Product catalogue management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools

Enterprisee – $50/user/month

  • Analytics
  • Sales forecasting
  • Opportunity management
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Synchronization and integration
  • Customization and administrative tools
  • Contract management
  • Products and services
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Out-of-the-box processes for large sales
  • Project management

User Satisfaction

Positive Social Media Mentions 7
Negative Social Media Mentions 0

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Sales Creatio reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Sales Creatio. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Sales Creatio pricing details?

Sales Creatio Pricing Plans:

Free Trial

Team

$25/user/month

Commerce

$30/user/month

Enterprise

$50/user/month

The software is part of Creatio’s CRM bundle, but you can purchase it separately. You can choose from three SMB and enterprise pricing plans to avail Sales Creatio. The vendor also offers a 14-day free trial for each of their packages. Here are the pricing schemes:

Team – $25/user/month

  • Business process management
  • Lead management
  • Document flow automation
  • Customization and administrative tools
  • Opportunity management
  • Knowledge management
  • 360° customer view
  • Collaboration tools
  • Mobile app
  • Analytics
  • Out-of-the-box process for large sales
  • Products and services
  • Synchronization and integration

Commerce – $30/user/month

  • Lead management
  • Document flow automation
  • Knowledge management
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Sales forecasting
  • Products and services
  • Product catalogue management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools

Enterprisee – $50/user/month

  • Analytics
  • Sales forecasting
  • Opportunity management
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Synchronization and integration
  • Customization and administrative tools
  • Contract management
  • Products and services
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Out-of-the-box processes for large sales
  • Project management

What integrations are available for Sales Creatio?

Sales Creatio integrates with the following third-party applications and business systems:

  • MS Excel
  • MailChimp
  • MX Exchange
  • Google
  • MS Outlook
  • PBX integration and cloud telephony services
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Reviewed By Nestor Gilbert
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