Opiniones de Creatio CRM

Es bueno

Puntos a favor:

Este aplicativo es muy fácil de utilizar se implementa con facilidad.

Puntos en contra:

No he tenido problemas con este aplicativo funciona muy bien

Completa y eficiente gestión de base de datos de contactos y control sobre las ventas

Comentarios: La curva de aprendizaje inicial es algo elevada, pero es una plataforma que cumple a la perfección y no defrauda en cuanto a sus opciones para manejo de contactos de clientes y control sobre procesos de ventas

Puntos a favor:

Sin duda, la automatización de procesos de ventas, marketing y las herramientas disponibles para la gestión de clientes potenciales

Puntos en contra:

Aunque la plataforma es altamente personalizable, puede ser un desafío para los usuarios menos técnicos configurar y personalizar la plataforma de acuerdo a sus necesidades.

Powerful CRM that streamlines the processes in the company

Puntos a favor:

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.

Puntos en contra:

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

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Alternativas consideradas: Salesforce Sales Cloud y HubSpot CRM

Razones para cambiar a 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.

learning and satisfaction of successful use :)

Comentarios: I like it, I love it, the more I get to know and understand it, the more I like it. For me, learning is very important, and applying this learning makes me feel useful, that I am progressing in my knowledge. It makes me feel good. Thanks for asking.

Puntos a favor:

It is a software that by getting to know it one learns to identify and become familiar with its functionality. If it's hard work. However, by striving and pacting, one grows fond of him, falls in love with Creatio. Because by understanding it, you get to know everything that can be done with creatio. Thank you very much for designing, developing and building such an excellent product.

Puntos en contra:

I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a change. Another point is the dependencies that it has, they are complicated to understand, and therefore, as a result of this, errors have been made, I believe that understanding this issue is solved, or that there is a more in-depth documentation of issues in more depth.

Excellent technological execution of the buggy product

Comentarios: 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.

Puntos a favor:

Easily customizable. Excellent support from technical side.

Puntos en contra:

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

Ready-made solution for large-scale business

Puntos a favor:

The seamless integration of ready-made modules and workflows allows for the creation of any customized solutions, minimizing the requirement for extensive engagement from technical team.

Puntos en contra:

I don't know of any significant issues, and I have not personally encountered any such concerns.

Completely satisfied and loyal to Creatio solutions

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Alternativas consideradas: ServiceNow Customer Service Management, Zoho CRM y Salesforce Sales Cloud

Razones para elegir Creatio CRM: Creatio was significantly more affordable and added more features.

Software anterior: Zendesk Suite

Razones para cambiar a Creatio CRM: Best value for the capabilities and price.

An intuitive CRM tool

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

The email integration has been tricky with outlook.

Alternativas consideradas: Dynamics 365

Razones para elegir Creatio CRM: Low usage, difficult to customize, and poor functionality.

Software anterior: Dynamics 365

Razones para cambiar a Creatio CRM: Easier to customize and better UI

CRM Software Done Right

Comentarios: 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.

Puntos a favor:

- 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.

Puntos en contra:

- 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.

An excellent software for financial institutions

Comentarios: Creatio is incredibly user-friendly, and Creatio support service consistently delivers exceptional assistance, ensuring our our satisfaction at all times.

Puntos a favor:

This platform is a great solution for lead and opportunity management, from lead generation to finalizing sales. Great fit and ready-made solution for financial insitutions enables with ready workflows for solving all modern challenges. The platform has a user-friendly interface that enables customization through intuitive drag-and-drop functionality.

Puntos en contra:

I don't think there is anything major, I personallt didn't experience such.

Creatio CRM

Puntos a favor:

Ability to customize setup, processes and automations to match business needs

Puntos en contra:

Their could be improvement in how some client communications are displayed

Bank of Georgia -Business process management

Comentarios: The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience

Puntos a favor:

Effective solutions to unify multiple customer touchpoints, easy-to-navigate UI for service agents, AI-powered automation tools for customer service management processes, comprehensive customer analytics, easy configuration, and much more. The system is versatile and intuitive, which makes it a perfect fit for our company.

Puntos en contra:

We see that the system has great potential in AI-powered solutions that are getting more and more advanced with every product release. However, we wish we had more existing AI solutions in place that we could get up and running at this point of time without requiring much effort from our IT teams or business analysts to leverage them.

Happy business Partner/ Happy Customer in the Insurance Industry

Comentarios: Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.

Puntos a favor:

Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.

Puntos en contra:

Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.

Pre-defined processes in my CRM

Comentarios: Tell us all about your experience:
I am CMO and CRM system is my working tool number one. I have worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm's online is a bit different. It's more than just a CRM system. With bpm's 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.

Puntos a favor:

Processes in bpm's 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.

Puntos en contra:

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

Efficient CRM tool to optimize and automate key processes

Comentarios: I like to work with the bpm'online system. It connected all the dots between our marketing, sales and service departments creating one single environment. Now we have a complete view of all business activities.
The system is powered by bpm engine which enabled us to optimize and automate key processes within the company. Thanks to bpm'online we solved a whole range of business problems - we aligned our marketing, sales and service departments. The system mapped and automated our processes so that we were able to close all the gaps and increase our productivity. Additionally, bpm engine ensured that we were able to flexibly change our processes when needed. Constant improvements led to more efficient and smooth operations and satisfied customers.

Puntos en contra:

Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.

Customized to Fit Small Pharmaceutical Company's Needs

Comentarios: bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module.

Puntos a favor:

bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs.

Puntos en contra:

I cannot think of one thing that I dislike about this system!

Best software to synchronize processes

Comentarios: With the deployment of the bpm’online system, we finally united our three main departments: marketing, sales and service, which allowed our head of departments to automate lots of routine processes. Now marketing and sales managers work as one team, instantly share the business information on the leads, potential buyers and orders, etc. Coherent communication and internal operations increased the productivity of the staff.

Puntos a favor:

Firstly, bpm’online synced our internal processes and data, and created a unified business hub for our marketing and sales. The system became one single entry point for all data and no information was lost. Secondly, the system has a very friendly interface. Our staff quickly adopted a new system. An intuitive interface is a crucial feature that our marketers and sales reps were looking for since they are the ones who work with the system on day-to-day basis. Now previously complicated reports are made in 1-2-3 clicks.

Puntos en contra:

When we just deployed the system, the out-of-box processes didn’t cover all our operations. So we had to work with client support managers to make additional customization.

bpm'online marketing review

Comentarios: Hi,
I'm using bpm'online marketing to plan lead generation campaigns. It was rather easy to set up online campaign process starting with bulk emails and trigger communications. The templates are simple and a vendor offers quite a few designs. I do like the analytics that can be used for further communications (like we can filter those, who showed the most interest to the content). I can also create the filters according to any criteria that I want to target.

Puntos a favor:

It's simple, user friendly and provides enough bunch of functions for proper marketing campaign

Puntos en contra:

When I create templates, I miss the range of design opportunities like I used to have in other email platforms. Some extra skills, like html-coding is needed for the best template.

Bpm online is a hidden gem!

Puntos a favor:

Bpm online is a hidden gem! From when I first discovered bpm’online I have always liked the modern and simple user interface and reporting features. It’s great to have found a system that works not only for the users, but also for the management team. Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road. Personally, I love how easy bpm is to customise and to create new business processes – this feature has saved me a lot of time and the company a lot of money.

Puntos en contra:

There’s not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.

CRM that we like to use

Comentarios: Bpm’online automated key marketing processes for us. All marketing activities, metrics and KPIs can now be shared across departments in a single dashboard. Marketing automation and smart business process management saved us hours of work.

Puntos a favor:

What our team liked the most: • Powerful and easy-to-use bpm engine that makes operational processes run smoothly AND effectively. • Intelligent analytics and dashboards that help us analyze the efficiency of any campaign we run. • Fully customizable system.

Puntos en contra:

It would be nice to have a wider range of connectors to some marketing apps we are using.

Intelligent business with bpm'online CRM

Comentarios: We gained total control over the complex lead management processes in our company which was our main aim and now we plan, implement and analyze lead management easily!

Puntos a favor:

We like mature lead management tools of bpm’online. We can track leads’ needs from their first visit to our website, nurture them and hand off to sales, when leads are sales-ready. All in one system.

Puntos en contra:

Sometimes minor errors occurred for example when working with Safari and Internet Explorer browsers but the system is constantly improving.

Bpm’online’s sales functionality is built on a scalable and user-friendly platform to improve workflow efficiencies and streamline employee communications. As a bpm’online partner, I can now provide my customer with sophisticated tools to manage all sales

Comentarios: Bpm’online will not only help automate processes but also organize them – it is a win, win situation.

Puntos a favor:

The system is easy to configure, build processes with and make changes as companies grow and change. Bpm’online provides a customizable platform that enables companies to safely store and recognize customer data, connect multiple channels and other related services.

Puntos en contra:

Overtime, the overall look and feel of the software has improved; however, there is still some room for improvement.

Great company, very good communication and one-to-one help, decent platform.

Puntos a favor:

It is very customizable and suits most of our needs. The customer service is fantastic and always willing to help. Nataly from bpmOnline at times went above and beyond her duties to help out.

Puntos en contra:

Sometimes the software can be very clunky and unresponsive. It can sometimes also act inconsistently with how it performs.

User-friendly CRM software

Comentarios: The bpm’online system was fully adapted to our corporate sales techniques and standards and automated vital sales processes. Moreover, our teams benefited from a greater forecast accuracy, better conversion of leads to opportunities, and more effective collaboration between our sales forces. Sales managers gained greater visibility into each deal and hence can now more effectively manage each sale as the system synchronized the work of our sales reps in all offices.
Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.

Puntos a favor:

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

Puntos en contra:

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.