The 2022 Gartner® Magic Quadrant™ for B2B Marketing Automation Platforms is out! We are thrilled to announce that Creatio has been positioned as a Leader among 12 marketing automation platform vendors.
We are pleased to announce that we are expanding our product offering for the financial services industry with two new effective add-ons:
Collection for Creatio- is a ready-to-use solution that provides automation, development and managing of standard and unique debt collection strategies of a company at all stages.
It’s our pleasure to announce that we’ve been recognized in The 2022 CRM Industry Leader Awards by CRM Magazine. The inaugural list highlights the leading companies in the CRM space chosen by the CRM Magazine editors, industry analysts, and consultants. Creatio’s offering has been named top 5 in The Best CRM for Midsize and Small Businesses category.
As per independent CRM analyst Marshall Lager, “Creatio’s strength is allowing users to create processes that can be easily changed as businesses grow.” Rebecca Wettemann, founder and CEO of Valoir, further elaborates to include that Creatio “is a strong player in the midmarket, particularly for customers that are looking to tailor CRM to their specific needs without the need for developer resources or expertise.”
Today I would like to draw your attention to connectors that significantly speed up the migration process to Creatio from other CRMsystems with minimal upfront work:
The simplicity of Connect Creatio gets you migrating faster while keeping your data safe along the way with strict data encryption, Cloud security, and data law compliance.
Today I’d like to share with you some tools that were designed by our Creatio developers and are truly worth your attention:
Tree view for Creatio - lets you configure a hierarchical representation of data in Creatio by enabling the tree view in any section or detail.
Granting new owner access rights to the account data - allows automatic granting of access to the account data (account-related contacts, opportunities, orders and activities) to the new owner after changing the manager in charge.
Engaging dormant customers - enables automatic scheduling of tasks for clients who have not had any action in the last 6 months.
