Sales Creatio Initial Setup

FA
Founder and CEO at Praxi Solutions, Inc.

The setup for this solution was straightforward.

We are savvy. We are implementers. We've been doing this for the past 20 years, so my team is really, really good. Implementing Sales Creatio was way easier than implementing Infor CRM.

We were very specific on how we wanted to do things. We had our people certified first. We set up a few platforms on our own, then we implemented our own platform. It took less than two weeks, maybe even less than that. We were just tweaking here and there and creating processes here and there. Implementation was almost out of the box to begin with, then we started customizing some of our processes.

I wouldn't even say customizing. We were configuring things. Sales Creatio is so good with that, particularly with the sales process and the service, so all of our processes were already there out of the box. All we needed to do was to configure it according to our methodology and how we utilized, but then again, that's not a surprise. We are an integrator. They are vendors. We are software vendors/implementers, so Creatio understands that. That's what they do.

If we were a hospital, or if we a store or a vet, for example, we probably would have to configure it. Even in that situation, it doesn't change as much because the software is so flexible. To customize, implement, and configure it is really a breeze. We do this for a living. We just now finished a large implementation in Texas and that is very, very, very complex, yet it was simple compared to any other platforms that we are familiar with.

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HB
Senior Sales Manager at Sales Informatics

It isn't straightforward, and it is also not complex. There is a paradigm of difference between the standard North American CRMs versus Creatio, which has its origin in the heart of Europe. So, it is just the nomenclature that you have to get used to.

In terms of maintenance, in a midsize organization, it's usually about half a person. In a larger organization, it's usually about one and a half people or only one person dedicated for up to about 500 users.

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Debharshi Bhattacharya - PeerSpot reviewer
Assistant Consultant at a performing arts with 51-200 employees

The solution's initial setup depends entirely on the business analyst you are using. The business analyst should be conversant in Sales Creatio and have technical knowledge.

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Buyer's Guide
Sales Creatio
March 2024
Learn what your peers think about Sales Creatio. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,386 professionals have used our research since 2012.
AM
CEO at PeerSpot

The initial setup of the solution is definitely straightforward, especially compared to other CRMs out there. A lot of the business processes already come out of the box, you just need a few tweaks to really get it tailored to your business.

Implementation can take between one and five days on average, depending on your business and processes.

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LG
ImDigital at a consultancy with 1-10 employees

Setting up Creatio is straightforward. It doesn't require much maintenance because it automatically updates every two months or so.

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NB
IT Manager

The setup was straightforward, nothing complicated.

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Buyer's Guide
Sales Creatio
March 2024
Learn what your peers think about Sales Creatio. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,386 professionals have used our research since 2012.