Creatio CRM
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- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Great tool for sales forecasting and operations
Our experience with Creatio is positive. Implementation and usage have been relatively effortless. We've managed the transformation project internally, and our team now effectively utilizes the system for lead management, opportunity management, sales forecasting.
Vorteile
It's user-friendly customization options, and the remarkable improvement in the accuracy of our sales forecasting. Dashboards have significantly enhanced our visibility and helped us better align with different units.
Nachteile
We successfully implemented everything within just a couple of months, although we did encounter a few challenges along the way. However, the no-code functionality allowed us to find quick and flexible solutions.
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Comprehensive CRM with a wide range of tools.
Vorteile
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.
Nachteile
It is a bit complex with a steep learning curve just like any other CRMs
- Branche: Bankwesen
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Great all-in-one solution!
Vorteile
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.
Nachteile
Can't think of any downside at this point. It has been good for us!
- Branche: Elektrische/elektronische Fertigung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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BPM online - Very user friendly and practical CRM offering all the functionality you could...
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.
Vorteile
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.
Nachteile
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.
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Bpm'online is a very user-friendly CRM; from setup up to managing the customer journey to...
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.
Vorteile
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.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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learning and satisfaction of successful use :)
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.
Vorteile
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.
Nachteile
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.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Great platform, easy to navigate.
Vorteile
It is clear to navigate and has a great user experience. It's also very custom. You can make anything in the folders, types, customers, etc.
Nachteile
Sometimes, we had an issue with the scheduled emails feature. For some reason, it did not send, but overall, nothing much to complain about.
- Branche: Verbraucherdienste
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Review about Creatio CRM
Vorteile
It is impressed with its capabilities and ease of use.
Nachteile
it’s hard to dislike something that makes your life easier
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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This is a highly scalable and customizable solution, must-have for businesses seeking a CRM
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.
Vorteile
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
Nachteile
Overall everything is good, any question and inconvenience can be solved promptly
- Branche: Transport/Güterfrachtverkehr/Schienenverkehr
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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CRM Software Done Right
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.
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.
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Awesome marketing and reporting abilities
Data segmentation, functionality limitations, better understanding of customer behavior, reporting for SEO and other digital marketing purposes
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
- Branche: Marketing & Werbung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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CRM that brings marketing on new level
We now house all of our marketing and lead management processes on one platform. It's great to track everything you are doing in one place instead of pulling reports from different apps.
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.
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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CRM that we like to use
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.
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.
- Täglich für 6-12 Monate genutzt
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Intelligent business with bpm'online CRM
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!
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.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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A fresh approach to CRM
We've been using Bpm'online for several months and it's a great benefit to our business management processes: it helps tracking our business initiatives since the very beginning in an easy and intuitive way. We had other products before, but eventually all of them were too wearisome to use, specially for routine tasks and standards ops: after a while the account managers perceived CRM as an additional burden instead of a help, and dropped it.
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
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Perfect CRM for us
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.
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.
- Branche: Marketing & Werbung
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one of the coolest experiences with bpm'online CRM
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.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Great customer management tool
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.
- Täglich für 6-12 Monate genutzt
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Great company, very good communication and one-to-one help, decent platform.
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.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Amazing product
Never seen a more complete platform then the bpm'online platform. It looks good, feels good, easy to use, more than complete and value for money.
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.
- Unternehmensgröße: 501–1.000 Mitarbeiter
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- Branche: Bankwesen
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Simply the Best!
Vorteile
There's just so much to like about Bpm’online. From their comprehensive toolset and the way all their products seamlessly blend together into one complete package. To the incredible customer service. Bpm’online goes above and beyond with their software and service.
Nachteile
Nothing. Honestly. Maybe simplifying some of the advanced features. But these are "Advanced" features and thus, by definition, require a little more complexity.
