Sales Creatio Other Advice

FA
Founder and CEO at Praxi Solutions, Inc.

We are using the latest version of Sales Creatio: 7.18.5 and 1500 as a partner and implementer. We get the software and we automatically update the versions. Our team does that. We don't have to call anybody else. We're self-sufficient. We are experts. We have people in the team who are fully certified.

We could've gone both ways in deploying this solution, but we decided to go with public cloud deployment, and we're happy with that decision. Our system is connected to Amazon AWS.

For maintenance, we have our people, e.g. our managers, and our project manager or admin. We have our team, but if your operation does not have a heavily certified team, or a specialized team, you should not worry because Sales Creatio, every two to three months, comes up with a new version or an add-on. It automatically changes. They do that on their own. You don't have to worry about it. They will warn you and they will let you know. For example, they'll contact you and say: "Hey. When is the best time for us to implement the new version?" Then you say: "Let's do Friday after 5:00." We coordinate and Sales Creatio takes care of it, and we, including our clients, don't have to worry about it.

It's extremely lean and easy to maintain, unless you really want to do something crazy, or have redundancy, it maybe best to back your system up, or have a copy. 

Another thing is that we not only have our production, but we also have our development environment. Every now and then, we have to copy specific environments and copy backup, so we can do development for third parties, for our clients, mainly. That's when my heavy artillery comes in and they do what they have to do, but for a regular client operation with five to 10 people, you can pick one administrator and the person should be able to handle that without a problem. It's basic, intuitive, and requires very little maintenance.

We go to a client and a big name competitor like Salesforce is really one issue that we have. You can imagine just how everybody knows Salesforce. We have to tell clients why Sales Creatio is better than Salesforce or Microsoft, for example.

Just recently, we got a 450 license project. We were competing against Salesforce and they did what they had to do. The client called us and said: "I'm so happy we selected you guys and Sales Creatio because we felt we were important during the sales process. You guys make us feel special every single day." That's the word I got from one of our clients: Alex. He is happy and I agree. Sales Creatio: It could be because of it's size, but I hope that when it is the size of Salesforce, it does not transpire that way. I will make sure, from my end, that they don't get too cocky. I hope they stay humble and nimble and continue to serve clients as they do today.

I hate to be biased but let's try to be unbiased with the advice I'm giving to people looking into implementing Sales Creatio. One is to make sure you understand why you're bringing a CRM platform on board. Is it because it's cool, or is it because your sales team wants to use a certain platform? You need to find out what your objective is, why you're bringing in a new platform, and what it is you want to achieve. Based on that, go ahead and bring the best, more flexible CRM. Don't make your choice based on the name, pricing, or factors that sound cool, but at the end of the day is going to cost you more money and is going to take more time. Implementation will be half more expensive.

Do some research first. Understand why you need it. Bring on board, bring in-house something that is flexible, intuitive, and one that your people will utilize. People hate using something very specific or very complex. You have to try and focus on the simple things, and that is Sales Creatio to me. It might not be as well-known as the big brands, but that's where you're going to capitalize. You're going to be able to explore and get much more for your money than anybody else.

Do your homework. Explore the best partners in your area and go for it. Do some research and assign a leader for your project. Then again, I'm going to start talking about projects and that's not the case. Bottom line is to look for something intuitive, easy to use, and requires less money. This sounds obvious, but a lot of people like the expensive solutions for no reason, apart from them being cool, and I find that sad.

I'm rating this product a nine out of ten. Nothing's perfect. There's still room for improvement. I think they're not perfect and they're not a 10 at this point in time. I don't think there's a 10 in the market. Salesforce: I would just score it a seven or eight, for many reasons. Sales Creatio at nine meets the needs of our clients big time. Even for projects we lost to Salesforce, I'll still give Sales Creatio a nine. They don't know what they're getting themselves into and they will pay for it.

Sales Creatio, in my view, was really the right decision since 2016 and because of that decision we made back in 2016, we were able to recover several clients. We were able to help many, many clients become more successful. We learned a lot and we're ready to face any challenges now. These are large corporations, medium-sized, and small corporations. I wanted to justify why I gave a nine out of ten rating for this solution.

We are an implementer. We are resellers. It is a strong relationship. We're not totally biased because we have other solutions. We sell other solutions, but we choose Sales Creatio whenever possible because through it, we can achieve what we promised. We can achieve it most of the time. If the client says: "No. I have to stick with Infor." then we have to sell Infor. That happened just recently and that's fine.

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HaroldBusby - PeerSpot reviewer
Senior Sales Manager at Sales Informatics

Overall, I'd rate it a nine and a half out of ten. The half-point deduction is only because of the mobile app and lack of a built-in field service solution. Otherwise, it's excellent.

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HaroldBusby - PeerSpot reviewer
Senior Sales Manager at Sales Informatics

To someone who is looking at CRMs, I would advise putting Sales Creatio as part of a conversation while evaluating CRMs. It is not well known because of their marketing, but once you take a look at it and understand the value proposition, it goes certainly at the top of the list because of the functionality and the cost.

I would rate Sales Creatio a nine out of 10.

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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.
768,246 professionals have used our research since 2012.
Debharshi Bhattacharya - PeerSpot reviewer
Assistant Consultant at a performing arts with 51-200 employees

Sales Creatio was deployed on-cloud in our organization. Sales Creatio is a comparatively new solution.

Overall, I rate Sales Creatio a nine out of ten.

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AM
CEO at PeerSpot

Anyone thinking about implementing this solution should have a game plan. Having a plan for how you want to use the CRM system will make the implementation process go much smoother, and you won't waste days, weeks, or months. We're able to make the needed changes on the implementation if we first come to our design board and think about exactly what our business process is and how we want to see it. This happens a lot, especially with businesses transferring from the Excel spreadsheet.

I'd rate this solution a nine out of ten. I feel that there's always room for improvement for any self-learning product out there.

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LG
ImDigital at a consultancy with 1-10 employees

I rate Creatio nine out of 10. It does what it is supposed to, and we're happy. I recommend it. Creatio is reliable, fast, and fits our goals, but it falls short of a perfect 10 because the mobile app isn't so easy to use. Anyone who wants to implement this solution can easily adapt it to their business. You can customize it to your needs.

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NB
IT Manager

The customer service is good, the managers on my accounts are good, very helpful, very cooperative. It's user-friendly, you can do it yourself, you don't need to have a technical IT guy do it for you. However, it takes time to implement it, it takes time to work on it. You have to know exactly what you want from the software to use it efficiently.

I would rate the product itself at eight out of 10, but my usage of the product is a three out of 10.

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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.
768,246 professionals have used our research since 2012.