Sales Creatio Primary Use Case

FA
Founder and CEO at Praxi Solutions, Inc.

We're using Sales Creatio for its basic purpose. We provide service to our clients, particularly tech support, and that's very important. Clients call in if something's not working, because we implement Sales Creatio and other solutions to clients, e.g. general clients. If they have a problem, they'll send us a ticket. We register the ticket, provide support within one hour or two hours depending on the agreement we have with these people, and that's just the basic with the client.

We also have sales, particularly sales processes. We qualify the leads. We have the marketing processes. We have the lead qualification. Once we get to a certain level, the lead gets assigned to the sales person and that person starts the process, and we go through each of the stages until we close. We then close the loop by assigning a team to implement and install. Now, we're done with our sales.

It's a project. We go through the whole cycle of the sales process. We have the lead qualification, then the sales assignment, then we close the project, and then it becomes a project. We manage the project: all the stages, meetings, and schedules.

When everything is said and done, clients start calling in for tech support. That's what we do.

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HaroldBusby - PeerSpot reviewer
Senior Sales Manager at Sales Informatics

Our use cases are in the manufacturing and distribution sectors with Creatio, medium to large enterprise deployments.

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HaroldBusby - PeerSpot reviewer
Senior Sales Manager at Sales Informatics

The use case is B2B sales and working with manufacturers and distributors selling high-tech equipment.

In terms of the version, it is always up-to-date.

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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.
768,740 professionals have used our research since 2012.
Debharshi Bhattacharya - PeerSpot reviewer
Assistant Consultant at a performing arts with 51-200 employees

I use Sales Creatio for the lead generation cycle.

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AM
CEO at PeerSpot

The main use case for our clients is being able to manage their entire sales process. Starting with leads into opportunities, creating dashboards, being able to see a bird' eye view on the performance of their entire sales team. Whether it's sales, whether it is just a regular account executive, it really provides a bird' eye view on exactly what your sales department is doing, from lead qualification to finalizing the deal and setting out the contract and getting it signed.

Internally, we use the solution pretty much the same. We also have inbound leads. We qualify opportunities. We have our specific stages within the opportunity section where we're able to just run our sales process from start to finish to them signing a contract. We then implement the solution for them.

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LG
ImDigital at a consultancy with 1-10 employees

Creatio is for managing leads, opportunities, and contracts.

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NB
IT Manager

I'm using it for sales.

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JK
Works

Due to Creatio’s versatility and customizability, almost all business problems can be solved using the various flexible tools that the software has to offer.

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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.
768,740 professionals have used our research since 2012.