Avis clients sur Creatio CRM

Great CRM running over a nice business process tool

Commentaires : BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users. On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Avantages :

Main advantages for BPMOnline: 1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work. 2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy. 3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Inconvénients :

Some areas that requires improvements: 1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations. 2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance. 3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly. 4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.

Cutting-edge agile software solution, designed to optimize your conversion rates and drive business

Commentaires : We recognize that implementing Studio Creatio earlier would have been a strategic move. The platform has proven to be a game-changer for our operations, significantly improving our business processes and increasing our overall resilience, which is paramount in today's rapidly evolving business landscape.

Avantages :

Sales Creatio stands out as an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger players has been significantly enhanced through our transformational approach and unwavering commitment to continuous innovation. Incorporating no-code tools into our sales/business analytics toolkit has proven to be a valuable addition. These tools have empowered our team to streamline processes and achieve greater efficiency, ultimately contributing to our success in the market. Notably, our conversion rates have experienced a significant increase, and our sales team is thrilled with the results.

Inconvénients :

While we have overall been highly satisfied with the platform, we have encountered occasional technical issues. Nevertheless, the support provided by Creatio has been instrumental in swiftly resolving these minor issues, ensuring that our overall experience with the platform has remained uninterrupted.

Alternatives envisagées : Salesforce Sales Cloud et HubSpot CRM

Pourquoi passer à Creatio CRM : The availability of no-code tools and a wide array of pre-built workflow solutions were pivotal factors in our decision-making process. These resources offered by Creatio have provided our team with the agility and flexibility to design and implement customized workflows without the need for extensive coding expertise. This comprehensive suite of no-code tools and workflow solutions has been instrumental in driving our decision to choose Creatio CRM as our preferred platform comparing to alternatives.

Excellent technological execution of the buggy product

Commentaires : Customer service was great and the team dedication to find suitable solution was beyond reproach. Having said that, I felt that I joined their QA team and kept running into bugs that made use of the product impossible until the bug was fixed. Ultimately, I never truly got to use the product and just gave in.

Avantages :

Easily customizable. Excellent support from technical side.

Inconvénients :

lots of bugs. new updates would override the fixes and render software useless until new patches would be applied.

This is a highly scalable and customizable solution, must-have for businesses seeking a CRM

Commentaires : This is a highly scalable and customizable solution that offers a comprehensive suite of tools to design workflows that align with your organization's unique business processes. Its adaptability to cater to the diverse needs of various departments and companies is unmatched, making it a must-have for businesses seeking a CRM solution. The ability to manage workflows and business processes is essential for any organization, and this software delivers on that front, providing a robust platform to integrate all corporate solutions into a single IT environment. Effective data visualization is critical to making informed decisions, and this software ensures that the visualization of data is accurate and precise. With virtually limitless customization options, businesses can tailor the software to their specific requirements. Furthermore, built-in reporting and analytics offer valuable customer insights, making it easier for businesses to stay on top of their game. The software is user-friendly, cost-effective, and has gained significant popularity in the market.

Avantages :

Creatio offers great agility, enabling us to quickly adapt and make changes as necessary. We often refrain from altering anything that is already functioning well and instead utilize the out-of-the-box modules for tasks such as sales forecasting, opportunity management, marketing autometion and more

Inconvénients :

Overall everything is good, any question and inconvenience can be solved promptly

Completely satisfied and loyal to Creatio solutions

Commentaires : We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.

Avantages :

The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.

Inconvénients :

The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.

Alternatives envisagées : ServiceNow Customer Service Management, Zoho CRM et Salesforce Sales Cloud

Pourquoi choisir Creatio CRM : Creatio was significantly more affordable and added more features.

Logiciel antérieur : Zendesk Suite

Pourquoi passer à Creatio CRM : Best value for the capabilities and price.

An intuitive CRM tool

Commentaires : I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.

Avantages :

I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.

Inconvénients :

The email integration has been tricky with outlook.

Alternatives envisagées : Dynamics 365

Pourquoi choisir Creatio CRM : Low usage, difficult to customize, and poor functionality.

Logiciel antérieur : Dynamics 365

Pourquoi passer à Creatio CRM : Easier to customize and better UI

CRM Software Done Right

Commentaires : We have had an excellent time with the software so far. Development has been a breeze, and the Academy has proven to be an incredible tool for providing the answers we need at the pace we need them.

Avantages :

- Ease of customization and management even for non-developers. - Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. - Robust out of the box solutions for many standard business needs. - Excellent pricing and incredibly simple license management.

Inconvénients :

- Printables and Reports can be difficult to work with and seem to have fallen behind the quality represented elsewhere in the software. - No out of the box support for tagging attachments with metadata necessary for internal security practices and segmentation.

We are happy with the Creatio platform

Commentaires : Our team has quickly come to appreciate Creatio, in fact, they've grown quite fond of it. The platform offers easy tracking, visibility, and access to customer data. We've been able to eliminate spreadsheets and hard copy documents, and communicate with our customers and prospects through their preferred channels, resulting in faster contract closures through Creatio's collaboration tools and guided workflows.

Avantages :

At my previous company, I witnessed the common issue of low user adoption rates when implementing new technology. There would always be a group of individuals who were hesitant to try it out and others who struggled to navigate the system. However, when we introduced Creatio's platform, we experienced a different outcome. The majority of our team members quickly embraced it due to its intuitive user interface and user-friendly features. It was a big success for us.

Inconvénients :

We found the marketplace to have limited options, it would be great to see more variety in the future.

Comprehensive CRM with a wide range of tools.

Avantages :

The things I wanted to highlight about Creatio is their ability to organize and centralize data, which makes it easy for us to track leads, automate our sales process and customer interaction. They also offer a robust automation features such as lead nurturing and forecasting so we can prioritize sales efforts to meet sales targets.

Inconvénients :

It is a bit complex with a steep learning curve just like any other CRMs

Great all-in-one solution!

Avantages :

It offers a very comprehensive automated platform to automate sales, marketing and customer service processes. It also provides advanced analytics and reporting capabilities to track performance, identify areas of improvement and make data-driven decisions for your sales and marketing departments.

Inconvénients :

Can't think of any downside at this point. It has been good for us!

bpm'online CRM with business process managment is right for SMB market

Commentaires : Their CRM system and bpm'online business as a whole, has a wealth of helpful tools within the product but also an extensive academy, community and market place that is updated with new insights to accelerate my business.

Avantages :

The user interface and organization of the whole system to personalize/customize instead of different tools for sales, marketing, customer service, and operations. All leading to the ability to accelerate business transformation.

Inconvénients :

Reporting generation tools although the analytical dashboards and folders with data export cover most business needs.

BPM online - Very user friendly and practical CRM offering all the functionality you could possibly need.

Commentaires : BPM has helped our organisation establish a platform for recording sales team actives and business opportunities across Europe. Has improved communication within teams and between teams. Has provided us with a 360 degree view of the customer account and allowed us to service the customer better, increasing customer satisfaction, while improving our own sales effectiveness.

Avantages :

Extremely intuitive to set up and use. Extremely flexible to customise to specific process and reporting needs. Strong metrics and analysis reporting functionality allowing tracking of virtually any performance indicator. Fantastic service throughout from pre-sales, implementation and on going post implementation support. Cost effective in every aspect.

Inconvénients :

Difficult to fault. At times the functionality is so plentiful and rich that this could lead to some confusion with regards to best practice method to implement solutions, however the BPM team offers solid support to always guide you through the best approach to match and fulfil your requirements.

Very flexible with amazing reporting

Commentaires : BPM gives our business incredible insight into product development, business development, and account ROI. What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.

Avantages :

At UpSellit, we develop custom e-commerce campaigns for a diverse range of clients. Every campaign is developed from the ground up and some campaigns are built before we close the sale. We need a solution that seamlessly blends sales tracking with project management. BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process. The highly customizable reporting is a very close second favorite feature. I'm able to run reports on every single step of our complex sales process and gather insights and business intelligence I only thought possible with solutions that cost 10X what BPM charges.

Inconvénients :

I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers). This was a much larger undertaking than I anticipated. Some components of the process wizard aren't very intuitive, but their support team has gone above and beyond to help me, spending countless hours working with me to make sure we have the perfect system for our business.

A great way to organize company processes

Commentaires : Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected, and processes easily adjusted to minimize mistakes.

Avantages :

Generous selection of Accounting Connectors, Add-ons and Software Solutions. We have not had to go outside of the bpm’online software in search of such applications.

Inconvénients :

The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.

Bpm'online is a very user-friendly CRM; from setup up to managing the customer journey to connecting

Commentaires : Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

Avantages :

Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

Perfect CRM for us

Commentaires : We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
In addition, implementing the bpm'online CRM is time and cost effective as we were able to use the system right away.

Avantages :

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business. With bpm'online I got exactly that. As a result of implementing the bpm'online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client. Another thing about the bpm'online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped.

Inconvénients :

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.

Software that not only helps improving relationships with customers, but also streamline internal workflow

Commentaires : In order to provide best customer service and meet our KPIs we have decided to implement a unified CRM and project management solution that would be both, user-friendly and easily customizable. I am happy to report that BPMonline has met our expectations. The scope of work included data management, project management, sales management and budget management. The essential part of the project was to deliver the agreed customizations of the existing software. As the industries we target are unique the software had to be customized to store maximum information about each of our accounts. Upon project realization we received an excellent tool for data quality analysis allowing improving interactions with existing and potential customers and, consequently, increasing sales and working with bigger projects. Also, the business process management tool allowed to streamline workflow and save valuable time. Thanks to sophisticated yet simple BPMonline CRM, now various departments involved in the project can track in one place all the activities avoiding unnecessary duplications. Sales people and operational departments now have more control over projects and budgets.

Avantages :

The BPMonline staff provides the absolute best customer service. Furthermore, we were impressed with the work of the customer success manager. Their sophisticated and proactive approach ensured a much higher level of software awareness.

The team at bpm'online has made a huge change in sales attitude smooth and easy.

Commentaires : Previously, all customer relationship management was done via paper Daily Planners, Weekly Planners, printed-out prospect books (usually kept in Excel or in physical binders), and "Customer Profit Plans" (current-account location surveys). The CRM has allowed us to eliminate not only the huge amounts of physical paper, but also the huge amount of admin time it took to compile these sheets and develop reports for management oversight.

Avantages :

What I've enjoyed most about the software so far has been the contact with the BPM team, as well as the implementation firm that they chose to work with us. The business analysts and accounts managers are sharp, they were open to learning our business, and have been super easy to contact whenever needed.

Inconvénients :

The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end. Once trained, BPM's mobile platform worked very well.

one of the coolest experiences with bpm'online CRM

Avantages :

Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes. In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased.

Inconvénients :

We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online.

Pre-defined processes in my CRM

Commentaires : I am CMO and CRM system is my working tool number one. I’ve worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm’online is a bit different. It’s more than just a CRM system. With bpm’online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.

Avantages :

Processes in bpm’online CRM is a great benefit for our business. I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up.

Inconvénients :

That’s not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.

Excellent service

Commentaires : Bpm'online helped us to improve our customer relationship. The complete information about a client was recorded in one location, so that the staff could keep a track of it and access information when it was necessary. Bpm'online strengthened our growth ' we started from the satellite offices in the Netherlands & Austria and plan to roll out globally with the head-office in Germany.

Avantages :

It was a pleasure to work with the bpm'online team. The team demonstrated the flexibility and support throughout entire process. We were also happy with a dedicated Customer Success Manager. It eased the process, provided us with the useful guides and tips. Using a full bundle product enhanced our operational processes since we had the tools to manage the entire customer journey from customer acquisition to customer retention.

Inconvénients :

I cannot say that I `dislike something about the system, however you need to consider to have trainings prior to the deployment.

CRM + BPM

Commentaires : I think every organization should continually work on improving its operational efficiency, and we are not an exception. When selecting standard CRM solution to track our contacts, insurance products and all the bunch of the documents, we've discovered bpm'online, which not only could provide us with traditional CRM features but also offered powerful tools to manage business processes. You get 2 in one. Moreover, not only you have the ability to design your own processes from scratch, but also use already existing ones, built according to best practices in many different industries.

Avantages :

In bpm'online I can easily create any process and update it any time when I see that the process should be run in a different way, just with simple drag and drop, without any coding and extra efforts.

Inconvénients :

The system has good traditional business process management tools and capabilities to organize dized processes. However, it would be great to have more flexibility to dynamically change steps in the process depending on the context. I heard that such possibility should be added to the next update. Looking forward to test it.

All business processes are automated within bpm’online CRM

Commentaires : My company have been using BPM Online for many years. Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone. And from a support standpoint, they provide top-notch service 24/7. Within bpm’online we automate sales processes and pipeline management, email marketing, event management, billing clients’ hours.

Avantages :

We have had the full bpm’online CRM for marketing, sales and service for several years now and can’t imagine our business without it. Implementation was very fast and we started using the out-of-the-box processes right away. The best part of the implementation was sales module. Integration was seamless with our other systems. No coding experience or extensive training was needed.

Inconvénients :

To some extend it can be a bit complicated for non-techy users. At the same time, once our team started using it daily, they absolutely loved it.

This CRM turned out to be an extremely helpful solution for our company

Commentaires : We liked the idea of having all departments that deal with the customer in our company ' sales, service - on one platform. Our teams now have a shared customers database with all information about cars purchased, service works, spare parts, upcoming service appointments, etc. With bpm'online we eliminate the problem of a dragged-on conversation with the client, as well as errors in the course of work.
Even though there are so many different CRMs on the market, it's still hard to find what you really need for your business. We chose bpm'online because it let us line up the sales and service departments inside our company. Besides, we use bpm'online not only to communicate with our customers but also for our internal operations. Bpm'online turned out to be an extremely helpful solution for our company.

Complete End to End CRM

Avantages :

The flexibility and fast way to custom and the BPM skin to bring process like the company work

Inconvénients :

The separate CRM versions and to pay each license per separate and not having an unique special price for the complete suite