CRM Creatio

Qui utilise CRM Creatio ?

Hautement personnalisables et intuitives, les applications de bpm'online donnent aux entreprises de toutes tailles et de tous secteurs les moyens de gérer les processus client et d'offrir une expérience client hors du commun.

Description de CRM Creatio

bpm'online sales est un système de CRM en cloud qui permet une automatisation de la force de vente de bout en bout, de la gestion de leads aux ventes des grandes entreprises. Utilisez des processus prêts à l'emploi afin de gérer complètement le cycle de vente !
Bpm'online a été repris dans le Magic Quadrant 2016 de Gartner consacré aux centres d'expérience client CRM, et dans cinq catégories du CRM Vendor Guide 2016 de Gartner (SFA, gestion des relations avec les partenaires, ventes internes et logiciel de service client).

Informations sur CRM Creatio

Creatio

https://www.creatio.com/

Fondé en 2002

Prix de CRM Creatio

CRM Creatio n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de CRM Creatio est disponible à partir de 30,00 $US/mois.

À partir de

30,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Installation (Mac)

Cloud, SaaS, web

Installation (Windows)

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Service de support permanent (réponse directe)

Support en horaire de bureau

En ligne

CRM Creatio - Fonctionnalités

Logiciels CRM en ligne
Analyse du service client
Catalogage et catégorisation
Contrôle des réponses par e-mail
Gestion des connaissances
Messagerie instantanée
Mesure des performances
Portail libre-service
Recherche
Suivi du support client
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Génération de leads
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing
Base de données de clients
Gestion des appels
Gestion des campagnes
Gestion des canaux
Gestion des commissions
Gestion des contacts
Gestion des contrats
Gestion des leads
Gestion des opportunités
Gestion des ventes sur le terrain
Gestion du territoire
Génération d'offres
Mesure des performances
Prévision des ventes
Suivi des références
e-mail marketing
Distribution de leads
Gestion des campagnes
Gestion des pipelines
Lead nurturing
Lead scoring
Outils de prospection
Saisie de leads
Segmentation de leads
Suivi des interactions
Suivi des sources

Avis sur CRM Creatio

Afficher 5 avis sur 57

Note globale
4,8/5
Facilité d'utilisation
4,8/5
Service client
4,8/5
Fonctionnalités
4,7/5
Rapport qualité-prix
4,8/5
Rommel B.
Services et technologies de l'information
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 31/10/2016

"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.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 31/10/2016
Justin S.
Director of Operations
Transport routier/ferroviaire, 13-50 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 29/06/2020

"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.

  • Provenance de l'utilisateur 
  • Publié le 29/06/2020
Mark R.
Temps d'utilisation du produit: Essai gratuit
  • Note globale
    1/5
  • Facilité d'utilisation
    1/5
  • Fonctionnalités
    1/5
  • Support client
    1/5
  • Rapport qualité-prix
    1/5
  • Probabilité de recommander le produit
    0/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 19/06/2017

"Potential Buyer"

Avantages: The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Inconvénients: I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire. I came away believing they will say anything just to get you on a call for their pitch. Where are we going? Salesforce with Timetrade as a plugin

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 19/06/2017
Veronika C.
Global Marketing Manager
Logiciels, 501-1 000 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 29/06/2017

"Powerful CRM that streamlines the processes in the company"

Avantages: Working as a marketing manager in the big company, which has several offices all over the world, I can see the importance for us to effectively coordinate the teamwork and develop a unified approach to our customers. Bpm’online helped us to automate our core processes and align marketing, sales and service on a single platform.
Our sales team is happy with the system, especially with lead management, opportunity management, field sales management and sales forecasting features. With bpm’online, they are able to manage end-to-end sales cycle and communication with the customers via multiple channels. Our service team outlines the problem management feature, as it allows unifying similar cases into a problem, assigning agents to resolve it. Moreover, customer support managers can track the agents’ performance in terms of problem resolution efficiency. As a marketing manager, I really enjoyed the website behavior tracking function. With the help of bpm’online marketing, all the information on the pages visited by a client and the time spent on each page is sent to the system. Thus, it enables to understand the needs of a prospect better, track the most effective lead generation channels and launch trigger campaigns based on lead’s preferences. By the way, it is so easy to create a campaign now with the intuitive campaign designer and then monitor its efficiency. What is more, with bpm’online, we automated our routine tasks, and now we are fully concentrated on the important issues.

Inconvénients: Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 29/06/2017
Josef M.
Analyst
Services financiers, 501-1 000 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 22/09/2016

"CRM that meets your business needs"

Commentaires: The bpm’online tools with omnichannel capabilities improved the communication not only with our clients but also within each team and department of our company. Our team had access to all emails, calls, notifications and could track client communications efficiently. It synchronized the work of our marketing, sales and services departments creating a single business environment.

Avantages: There are many things that we like about the bpm’online system. Firstly, availability of advanced tools for omnichannel communications. It ensures effective and direct communication with our clients and we also benefit from always having up-to-date data about all our clients and their preferences.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
Working with the customer support team during the implementation was pleasant as they demonstrated strong technical expertise and understanding of our organizational needs.

Inconvénients: The eco-system is not as large as some of the other big vendors have. At the same time, we got a more personalized approach from bpm’online.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 22/09/2016