Creatio CRM – Bewertungsseite 2

Vorteile

Catching data about clients and their workers

Making leads from the site

The board of gatherings of the outreach group

The board reports for promising circumstances

The vital strength of the stage is its adaptability.

Creatio accompanies out-of-the-case arrangements, yet theyre configurable for your business.

Nachteile

At the point when clients go on-prem, there are some additional expenses for microservices. The mix with web-based media requires outsider applications

It would be extraordinary to make the framework more easy to use by adding further developed separating and information perception. On a side note, we have as of now seen some critical enhancements in this space this year.

Vorteile

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.

Nachteile

The email integration has been tricky with outlook.

In Betracht gezogene Alternativen

Warum Creatio CRM gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Creatio CRM

Vorteile

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.

Nachteile

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.

Vorteile

Very good looking software and efficient with a lot of ready to use functionalities. You can adapt the sofware at your own flavor to get the most of the power.

Nachteile

A better connection with tools like M365 would be a good point. Sometine you don’t know where your are in the different modules

Vorteile

The system’s ability to provide us with a complete customer profile, deliver an omnichannel customer
experience, and leverage comprehensive analytics. The platform’s tools help us understand our clients
and serve them better. Also, the system’s UI is great.

Nachteile

The change management process was challenging at first, but our users quickly recognized the
intuitiveness of the system. Whenever we had any complications because of our initial lack of
knowledge of the system, Creatio team was always ready to help us out.

Vorteile

The ease of understanding the use of the platform and the connection with other platforms. It helps to maintain a clean database, this helps decision making.

Nachteile

Everything that CRM offers is of great value.

Vorteile

All our work is based inBPMOnline! We start the day by logging in and end the day by logging out. All our Clients, suppliers, customer relationship, sales & marketing, project management, calendars, cash flow and even accounting system are all in one place! The way we can link all of them just by clicking a button makes our life easy and lets us perfectly focus on business outside 'admin work'.

Vorteile

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.

Nachteile

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.

Vorteile

- 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.

Nachteile

- 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.

Vorteile

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.

Nachteile

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.

Vorteile

With bpm’online we managed to integrate and our processes and operations in one application. Our sales reps have access to all the information they need, even if it’s lead’s website behavior data. We automated a standard sales process for the entire team and it helped us improve performance.

Nachteile

Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.

Vorteile

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.

Nachteile

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

Vorteile

1. Flexibility. People on different technical levels can modify processes in bpm’online it’s easy with the drag and drop features. Thanks to ability to change and modify processes our business stays at the top of game.
2. Mature platform. Technologically the platform is quite powerful and provided us with tools to configure our system with almost no coding.

Nachteile

Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases.

Vorteile

Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus. Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpmonline with other tracking solutions so it drastically helps us to identify traffic sources, chanlles and link this data to leads or accounts.

Nachteile

Offer more design features in the marketing campaigns.
Overall I liked the reporting but dashboard export is a minus

Vorteile

Thanks to bpm'online, we got all our marketing and lead management tools on one platform. Now we can run various campaigns, send personalized mass mail and gather lead data from multiple channels without the necessity to use different systems and apps. It saves time and increases productivity, as our marketing staff does not need to manually exchange lead data with the sales department, the bpm'online system does it for them automatically.

Nachteile

Like any time you start something new, there is a learning curve. This can lead to some decision paralysis for where to start. You will have to develop your own priorities and find a way to deal with it. Bpm'online offers a lot of educational material on its academy platform; just do not forget to explore it first.

Vorteile

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.

Nachteile

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

Vorteile

As our company continued to grow and extend over new territories, we faced difficulties in managing and controlling all customer communications, sales processes, invoices and orders of our global clients. With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us

Nachteile

We had to make many changes and customization to the system, as the scope of the project was large

Vorteile

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

Nachteile

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

Vorteile

Bpmonline is supported over a powerful bpm engine. It makes maximun flexibility on sales, marketing and support processes. Also it can be expanded with new applications from its marketplace.
In a very short time, a company can be selling with a very productive way.

Nachteile

Slow execution on application data load.

Vorteile

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.

Nachteile

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

Vorteile

Simple and basic user interface for any principle that uses BPM as a serious management for business processes.
The BPM tool is solid, you can design and implement any process of a slightly simple tranche. Since the coding is in the background (automated by the tool), we take care of the technical and procedural management of each project.

Nachteile

A technical level requires many updates, it has basic but powerful features. Its larger competitors incorporate truly powerful tools to create correct BPM flows of guaranteed quality.
The incorporation of external services has not yet matured.

Vorteile

Bpm’online helped us integrate all data that we were using. The system helped us to better structure and automate complex workflows. Process automation improved productivity and efficiency of the work.
At the same time, the system allowed the staff to demonstrate more personalized approach to each customer having all the client’s information available at a client’s profile.

Nachteile

Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

It's simple to use and user friendly.
Response from their help desk is pretty quick and willing to answer all the question unlike others.
Processes automation.

Nachteile

Didn't provide a modular pricing that we can adjust according to what we needs.
Design features in marketing is limited.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

1. Ease of use
2. Integrated vision of marketing, sales and support
3. Process automation
4. Supportive company

Nachteile

1. Deep customization requires advanced skills
2. Customer support is rather good, but with a more proactive apprach could be much better
3. Heavy usage may suffer from performance issues

Nachteile

The installer for installing BPMonline on your own server is missing some elements such as installing the Redis server but the BPMonline Support crew is very responsive and helpful so that should not be a major issue.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

With many features in one bpm’online pack, there is one that stands out most. In our case, we stress field sales function. Our sales reps are happy now with the possibility to build schedules and routes as they plan the day. Right from their tablets, they make product presentations and check items availability at stock. Besides, the system lets them end visits correctly – they can send customers’ orders right after the visit even if offline.

Nachteile

Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

We are able to manage all of our customer relationships in BPM. This has allowed us to integrate contact with our other applications as well as expedite the sales process.

Nachteile

We didn’t have the best experience on support or first time. After some smaller escalations support changed their tune and we have never had a problem since.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

Bpm'online is absolutely essential for me - it organizes all my day-to-day activities.

Nachteile

I have no complaints. It stacks up well against other comparable CRM systems.

Vorteile

The easy way to change the dashboards are very nice and usefull. The system has been beuilt with the needs of the user in mind and the need of the customer as a starting point

Nachteile

I really don't know.

Vorteile

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.

Nachteile

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.

Vorteile

Plenty of great tools for marketers at a reasonable price. By setting up visual dashboards, we now have the ability to track information on leads and channels.

Nachteile

Although it’s always possible to sign up for a training I’d prefer to have more video tutorials available. Nevertheless, whenever I have questions their support is very helpful.

Nachteile

There is nothing much to dislike about the system. Even when I faced some difficulties in the beginning of the implementation, the support team always quickly resolved them.

Vorteile

We mainly employ bpm’online for our email and marketing campaigns. The system allows us to keep a complete clients’ history, track client’s behavior and create a message that hits the point in our relationships with each customer. It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.

Nachteile

Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention. I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.