Integrate Sage Intacct and Creatio
Instantly create Sage Intacct customers and suppliers, synchronise data, including products and pricing, create orders between Creatio and Intacct, and sync orders bidirectionally.
Deliver Exceptional Customer Service
There is no better example of a department where the right technology and approach can transform a cost to the business into a potential profit centre than in customer service!
Provide high-quality customer care, maintain satisfied customers and make every customer interaction more informative, effective, and profitable!
The intuitive Sage CRMinteractive dashboard allows customer service users to easily view real time customer information and resolve their issues effortlessly by employing the escalation features of Sage CRM.
Deliver Fast, efficient Customer Service Resolve Customer Issues efficiently Empower your Customers Ensure Issues are Escalated
Record customer queries/incidents Access immediately a Central Bank of Information Report, Monitor and Measure your team's Performance
Sage CRM lets your customers help themselves by providing them with web access to their own ‘customer portals’, which can be accessed at their convenience 24/7.
What is Sage 200 for Manufacturing?
Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes.
Sage 200 Professional includes all of the capabilities of Sage 200 Standard, along with additional configurable, supercharged features designed for manufacturing, service industries, and organisations that need to handle customers more effectively.
Sage 200 is simple to install and adapt, providing the option and flexibility to meet the needs of your business as it changes and grows. It is customisable and extendable, including ISV solutions like Sicon Manufacturing and Qmulus CRM integration.
What is Creatio?
Creatio is a global software company providing a leading low-code platform for process management and CRM.
Its intelligent products accelerate mid-size and large enterprises' sales, marketing, service and operations.
Together with hundreds of partners, Creatio operates in 110 countries worldwide.
Recognised by Industry Analysts
Socio-demographic data
Obtain a complete view of your customers. Store various information about your customer that include industry, company size, geography, noteworthy events, contacts’ career history, and many more in Marketing Creatio. Get to know your customers better, understand their preferences and build efficient personalised communications.
Watch Marketing Creatio video Overview
Understanding customer needs and preferences
Keep track of the changing customer needs and match them with the appropriate product or service. Manage the evolution of your customers’ preferences by offering them products and services that might interest them in the future. The system allows tracking changes in customer preferences and creating new ones.
History of customers’ events
Use Marketing Creatio to track customers’ preferences and their buying behaviour: website browsing, history of quotes and orders, etc. Search and segment your database in many ways and increase the chances of transforming prospects into customers by building personalised communication strategies.
Intelligent data enrichment
Manage your CRM data faster and with minimal effort by leveraging automatic intelligent data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.
Profile accuracy
Manage the information completeness about your customers and their needs. Creatio enables you to add weights to each parameter in a customer profile and conveniently visualise the data.
Data cleansing and merge duplicates
Keep your customer database up-to-date and accurate. Easily import lists of leads, contact data or any other information from Excel files with just a few clicks. The system provides all the necessary tools for data cleansing and duplicate merging.
Customer database analytics
Analyse the structure of your customer database adjusting and setting new and different parameters while consistently tracking all new leads. Using analytics tools, you can also evaluate the overall coverage of existing and potential customers within the database.
Synchronisation and Integration
With Creatio Sales, you can import/export data from MS Excel, synchronise processes between MS Exchange, integrate with PBX, cloud telephony services, Google Accounts and mail via IMAP / SMTP solution. All in one! Watch Sales Creatio overview
Data Import from/to Excel
Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.
MS Exchange integration
Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.
Mail integration via IMAP/SMTP
Keep the entire history of electronic communications with the client in Sales Creatio, regardless of the mail provider. Send and receive email without leaving the application.
PBX Integration and Cloud Telephony Services
Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines allow for making all necessary calls directly from the system.
Google Integrations
Synchronise emails, calendars and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.
Field Force Management
Manage your field force using a single window in Sales Creatio. Create a schedule of visits for each representative. View locations on the map, and monitor the actual visits by geo-tags from field sales rep check-ins in each location. Leverage the data to analyse the efficiency of the department.
Mobile Orders
Easily manage all contracts, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order. Receive orders from a mobile device instantly during a meeting. The system will help to monitor SKUs and to quickly suggest the best product based on the order history.
Field Sales Rules
Set the rules for working “in the fields” with different categories of customers. The system can promptly hint at the appropriate actions at each step of your visit to the customer: check-in, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.
Business Process Management
Creatio provides a complete set business process management tools to effectively manage modelling, execution, monitoring and analysis processes.
DCM processes
Dynamic Case Management (DCM) will enable you to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimized outcomes.
Thanks to user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!
Watch a quick overview video
Structured BPMN processes
Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.
A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.
Out-of-the box sales processes
Take advantage of industry best practices to improve team performance.
Out-of-the-box processes in Sales Creatio will help you to meet and exceed sales quotas, simplify your daily routine and increase customer loyalty – just follow clear guidelines for each step of the process.
Process Library
Automate any internal processes – from document approval to complex projects involving multiple teams.
Employ out-of-the-box reference processes, modify them or create new ones to fit the unique needs of your business.
Process monitoring and analytics
Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.) using different variables (owners, branches, product lines, etc.).
Visualise process data using custom dashboards, and identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.
Sales forecasting based on the variable criteria
Make sure your goals are achieved with Sales Creatio forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.
Analyse progress to meet and exceed sales quota
Evaluate the probability of meeting sales quotas using the plan vs. actual analysis tools in Creatio. When calculating results the system takes into account both, the amount of closed deals and the amount of opportunities in the pipeline with their probabilities of closure.
With the help of Sales Creatio, managers can easily analyse sales reps efficiency and make the process of reaching sales goals transparent and clear.
Make the most of every sales opportunity!
Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.Providing an end-to-end view of every opportunity from within one, easy to use screen, Sage CRM means an end to chasing around for information.Sage CRM gives full visibility of what is happening with every prospect and customer, simplifies forecasting and strengthens pipeline management.Integration with leading Sage ERP systems gives sales staff access to both financial and non-financial customer data, for a complete 360-degree view of the customer across front- and back-office departments.
With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing sales teams to effectively analyse and manage deals at every stage.
Sage CRM Benefits for Marketing Teams
Sage CRM provides powerful tools for managing, tracking and analysing targeted marketing campaigns!
Highly graphical reports and charts can be displayed on the dashboard for quick reference enabling users to analyse data in real-time.
Create, track and manage dynamic marketing campaigns that really deliver
Plan and track activities, tasks, budgets and details for each marketing activity
Produces highly targeted customer communications improving response rates
Enables real-time marketing performance analysis and pinpoint budget management
Fully customisable marketing workflow out-of the-box for rapid campaign execution
Comes with Sage E-marketing for Sage CRM with pre-designed email templates that cover all communication needs
Tracks all e-marketing email interactions including open, click and bounce rates automatically through Sage CRM
Maximises customer communications and interactions through integrated social media channels
Great user experience on any Browser with cross-browser compatibility
Sage CRM Benefits for Customer Care
Sage CRM allows you to put service excellence at the heart of your business.
Sage CRM gives your customer service staff the tools they need to develop real, lasting and beneficial relationships with customers.
Manage your customer accounts with insight and collaboration
Respond to customer cases quickly reducing response times to customer service requests
Enable agents to quickly and accurately find the right answer the first time
Enables customer satisfaction measurement and benchmarking
Increases productivity of customer support representatives
Provides self-service facility to customers around common issues
Enables customer issues to be tracked and responded to, regardless of who answers the phone or receives the e-mail
Monitors service performance against service level agreements
Reduces customer support costs and cost of customer retention
Decreases the number of customer complaints received and increases customer retention
Enables benchmarking/score carding of customer service operations on an ongoing basis
Delivers a single view of relevant and comprehensive information on the interactive dashboard
Plan, execute and measure your Campaigns!
The more highly targeted your campaigns are, the more successful they will be!
Sage CRM makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business.
Whether using your own campaign lists or imported mail house lists, executing campaigns has never been easier!
Total Campaign Management
Lead Management
List Management and Segmentation
Sage E-marketing for Sage CRM*
Keep in touch with customers with social CRM
The Interactive Dashboard
Reporting and Analysis
Sage ERP Integration
What is Eque2 Construct solution?
Is your Project making a profit? Are you over-spending?
The Eque2 Construction product allows you to seamlessly link your Sage 50 or Sage 200 system with a powerful construction-based Project Costing and Management system.
Create and email Sales Valuations / Applications and Invoices
Analyse your profit/budget and committed costs by client/project manager/project
Extract data directly from Eque2 Construct into a number of powerful Excel pivot tables and dashboards for further analysis
Post-sales and purchase transactions into your Sage accounts system simply by pressing one button
Integrate Sage payroll with your timesheets for labour and post into your projects
In-depth and detailed cost analysis against a project or phases/sections in a project
Check to spend against budgets
Raise Purchase orders for suppliers and sub-contractors
Record Delivery of materials on-site
Record Purchase Invoices against deliveries and purchase orders
Submit your CIS returns to HMRC
Verify new sub-contractors on-line
Control and report on both Sales and Sub Contractor Retentions
Sage CRM Benefits for Sales Teams
Gain full visibility of what is happening with every prospect and customer
Maximise the value of each and every sales opportunity in yourpipeline
Create accurate Quotes and Orders in a couple of clicks
Manage collaboration and team selling across your department with ease
Eliminate guesswork; make decisions based on accurate, realtime information
Empower your team and boost productivity with a single view of leads, opportunities, tasks and activities
Enables quarterly sales performance monitoring improves consistency across the sales organisation
Maximises cross- and up-sell opportunities
Great user experience on any Browser with cross-browser compatibility
Leverages financial information from the backoffice system
Reduces time spent in the office on sales administration (more time on sales calls)
Enable sales teams to work effectively regardless of their location with Sage CRM mobile solutions
Effective team collaboration on opportunities and leads with Business Collaboration powered by Yammer
What is Sage CRM?
Sage CRM is used by over 15,000 organisations in 70 countries worldwide to manage their critical sales, marketing and customer service activities everyday.
Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels.
Regardless of how, when or where customers, partners and prospects choose to interact with your business, Sage CRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships.
One of the biggest benefits most realise when deploying CRM, comes from having all your business data accessed from a single location. Before CRM systems, customer data was spread out over office productivity suite documents, email, mobile phones and even paper notes!
Storing all your critical data from all departments in a central location gives staff immediate access to the most recent information as and when they need it.
Many aspects of CRM relies heavily on technology; however the strategies and processes of a good CRM system will collect, manage and link information about the customer with the goal of letting you market and sell services effectively.
What is Sage 200?
Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes. What is the difference between Sage 200 and Sage 50?
Sage 200 software helps you manage your finances, customers and business insight in one solution. It's designed to help you share data easily, work smarter and ensure your whole business works together efficiently as well as delivering real cost benefits to your business.
ERP solutions don't just help the back office. Sage 200 solutions, for example, integrate with CRM as well as mobile sales and service solutions to improve customer service across the organisation.
Qmulus offer a number other products that help you provide better customer service and insights throughout your organisation!
Add or remove modules
and scale the number of users up or down to match the flexibility of your business.
How much will it cost me?
Choose Marketing Creatio to streamline engagements across the entire customer journey
Remove
unnecessary branding
How does it work?
Don’t want to let the cat out of the bag? You can now remove our branding from Lead Gen Form and stop your competition from stealing your marketing tricks! Try 14 Days FREE
Personalise your
website messaging
How does it work?
Create unique content for each new lead coming to your website!
Don’t say the same thing twice! Use Leadinfo’s Liquid Content Feature to create and personalise the journey of each B2B lead that visits your website!
Discover how leads are browsing your website
We don’t just give you an overview of each website visitor, with Leadinfo you can also see each lead’s detailed browsing activity. Meaning you can spot users showing buying intent from a mile away!
Integrate Leadinfo with your Software!
Effortlessly integrate Leadinfo with the software that your organisation already uses! Leadinfo’s extensive company information automatically enriches the company profile for your better insight!
Ads
All Integrations
Automation
Communications
CRM
Identify anonymous
B2B website visitors
How does it work?
By linking a visitor’s IP address to Leadinfo's unique database, the software can provide you with an overview of each user from where they work to their navigation patterns.
Stay agile with innovative features
that are ready for anything
Innovation is in our DNA and industry analysts have named Sage Intacct as a Visionary and a Leader. We deliver four major releases each year with an average of 50 new features per release for our customers. Some of our industry firsts include :
✓ Salesforce partner
✓ GuideStar board book
✓ Dynamic allocations
✓ Multi-entity consolidation in minutes, not hour
Keep your organisation agile
with an open, configurable, cloud accounting solution that lets you easily share data and connect multiple solutions, including Salesforce).
Your entire organisation can leverage intuitive systems that your teams around the world can learn and navigate efficiently. The Sage Intacct cloud-based platform handles :
✓ 100 million application requests per day
✓ One billion API calls per month
✓ Over 50 billion financial records
Accounts Payable
Cut your accounts payable processing time by 65% or more annually. Get real-time visibility with 24/7 access from any device!
Point-and-click controls
Real-time access to AP transactions and data
Predefined defaults
Minimise data re-entry
get broader insight across all financial functions
Seamless integration with Sage Intacct Cash Management, Inventory and Purchasing.
Reports on vendors, ageing, or payments
There’s no time
like real-time for accounts payable
With Sage Intacct accounts payable software, you can track and view payments, approvals, and reports—anytime, anywhere. See your accounts payable liabilities and vendor-ageing reports, and bill and check register reports across your business in real-time.
Automate accounts payable
and save thousands of hours
With Sage Intacct’s accounts payable management software, your business saves thousands of hours—and hundreds of thousands of pounds—by automating manual accounts payable processes and eliminating inefficient workflows. Just point and click to configure approvals processes that work for your organisation. 
Accounts Receivable
Sage Intacct is accounts receivable management software that makes your team more efficient, so you get paid faster. Automate your processes, email your invoices, and offer more payment options. Generate recurring invoices for easy subscription management, attach customer documents to transactions for better recordkeeping, and more.
Internal Costs
Achieve healthier cash flows by shortening invoice and payment cyclesMake collections painless with automated dunning and collection notices
Gain real-time visibility into customer histories, ageing balances, and more with configurable dashboards and reportsEasily integrate with order management processes
A smarter accounts receivable collections process
Sage Intacct Collections reduces costs and improves cash flow by letting you efficiently manage customer communications with structured, automated processes. You can send customers configurable reminders, assign owners to collection cases to ensure accountability, and centrally record all activity.
Stay connected with seamless integration
Sage Intacct cloud-based accounts receivable software integrates with the rest of the business systems—including your CRM solution—to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. In addition, it also offers up-to-date, accurate sales tax calculations.
Complete accounts receivable visibility
Sage Intacct cloud-based accounts receivable software integrates with the rest of the business systems—including your CRM solution—to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. In addition, it also offers up-to-date, accurate sales tax calculations.
We put you in control
Sage Intacct's accounts receivable solutions let you create automated, configurable processes to enhance internal controls. You define the approvals to align with the way you operate, so you have complete visibility into the entire AR process.
Cash Management
Track multiple accounts with real-time visibility and easy reconciliations.
Internal Controls
Improve visibility into your entire cash management pictureIncrease control by automating complex cash-management processesSave hours by streamlining processing
Day-to-day cash activities in real-time
Sage Intacct cash management solutions offer the flexibility to meet your daily needs. Apply payments to accounts not tied to an invoice or record POS payments not applied to a single customer. Quickly print checks or use the bill-focused payment cycle. With Sage Intacct, you can transfer funds across accounts to locations and entities right when you need them.
Cash management software for improved cash flow
True cash management gives you a complete picture of your cash footprint and working capital. Where is your business's cash coming from? Where is it going? Sage Intacct cash management software shows a complete picture of your cash position.
Manage bank accounts across all your locations
Sage Intacct cash management software shows you all payments and transactions across all checking and savings accounts and credit cards across locations and entities. You see it all in real-time, so you’re always in control of cash.
Cash management software provides automated bank reconciliations
For easier cash management, import statements from your financial institutions and automatically reconcile your checking, savings, and credit card accounts in just minutes. Spot exceptions, manage bank errors, monitor for fraud, and maintain accurate cash balances.
General Ledger Accounting Software
Multi-entity, multi-dimensional financial visibility – pure power at the heart of your financial management platform.
Automation and Productivity
Increase visibility with highly flexible financial and business reporting and track performance by multiple financial accounting standards.
Grow without limits with easy multi-currency and multi-entity management.
Through a no-coding interface, you can easily manage user configurations and tailor GL workflows to automate your unique processes and workflows – without the expensive customisations.
Increase efficiency at month-end by closing the sub-ledgers that are ready while leaving others open as needed.
General ledger and financial management platform unlike any other
Unlike basic business ledgers and GL software, Sage Intacct's powerful and innovative general ledger and financial management platform uniquely provide the extensive visibility, scalability, and flexibility you need to thrive without limitations. It's the ideal GL accounting foundation for smarter, flexible financial management.
Multi-dimensional general ledger visibility 24/7
Sage Intacct general ledger software shows you reports and dashboards across any combination of drivers and metrics. With dimension values – pre-built, user-defined, or required – you capture the unique business context of transactions, operational measures, and budgets and see the most relevant real-time views of business performance.
Multiple entity and multiple currency consolidations made easy
Sage Intacct general ledger and financial management platform make it easy to manage complex financials for multiple entities – domestically or globally. Consolidate financials with the push of a button, automate currency conversions, and get consolidated financial statements without waiting for month-end.
Robust multi-book functionality
Sage Intacct's general ledger software lets you see the difference between financial accounting statements in U.S. GAAP and IFRS, and on a cash basis – side by side. User-defined books let you easily report on a tax basis or on any country-specific or industry-specific standard.
Fast and powerful multi-ledger performance
Close your books in stages for a more efficient period end. Sage Intacct GL financial management lets you close subsidiary ledgers independently. Meanwhile, you continue to operate business-as-usual during the close period by closing one ledger while other ledgers are still processing transactions.
Order Management Software
Achieve 25% faster quote-to-cash cycles.
Automation and productivity
Reduce costs by automating more steps in the order management cycle across sales channels.
Improve customer satisfaction by getting sales and finance on the same page.
Increase profits by seeing and leveraging the true drivers of business performance.
Automate the Order Management Cycle
Streamlining even for the most complex quote-to-cash processes, cloud-based Sage Intacct order management software is sophisticated enough to handle higher order volumes, order processing complexity, inventory challenges, and pricing structures. The result? An order-management system that saves time, improves accuracy and increases profitability.
Integrated Salesforce Management
Thanks to easy, pre-integrated Salesforce CRM connectors, you can manage the Salesforce quote-to-order cycle by enabling sales and finance to share pricing, order status, and other information and generate orders without duplicate data entry. And a prebuilt integration with Avalara automatically calculates the right sales tax for any order in any jurisdiction across all sales channels.
Order Management Workflows your way
Sage Intacct software removes the manual work from multi-channel order management and conforms to your unique workflow and pricing requirements. Simply input orders when they come in – and never enter them again. Data automatically flows to order fulfilment, billing, revenue accounting, and all the other places you need.
Purchase Order Software
Cut invoice-to-payment time 50% and eliminate hundreds of hours of tedious transactional data entry.
A Streamlined Procurement Cycle
Use Sage Intacct Purchasing to create structured, predefined transaction and purchase approval workflows that increase purchasing speed, accuracy, and efficiency. At the same time, Sage Intacct’s comprehensive suite of dashboards and reporting tools lets you monitor budget vs actuals, analyse costs, and gain visibility into your entire procure-to-pay cycle. That’s purchase order software, perfected.
Sage Intacct puts you in control
Take complete control of your entire procure-to-pay process. With Sage Intacct purchase order software, you leverage best-practice templates that enforce and control your careful, thoughtful processes for purchase requisitions, quotes, orders, returns, and more. Set spending limits to maintain budget compliance with spend management. And you can use tailored workflows and approval processes for purchase order management to ensure everyone adheres to your organisation’s unique requirements.
Faster, Smarter Purchasing
Sage Intacct’s cloud-based purchase order software automates your unique workflows and accelerates purchase requisitions, purchase orders, and approvals. The Sage Intacct purchase order system connects with accounts payable, cash management, and inventory, so you don’t enter the same information twice. And you can drag-and-drop files for simpler recordkeeping and instant access to supporting documents.
See the entire Purchase Management Process
Sage Intacct purchase order management software gives your team easy access to critical information. You’ll see customisable, role-based purchasing dashboards, so you can quickly track budget performance, compare purchase quotes, see price breaks, and more. With real-time information at a glance, Sage Intacct purchasing software lets your team focus on making the right purchase decisions.
Use Sage Intacct Purchasing to create structured, predefined transaction and approval workflows that improve efficiencies.
Sage Intacct Collaborate
Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
Stronger Teamwork
Communicate faster and smarter to strengthen teamwork, expedite processes, and improve decision making.
Stay on top of open issues
Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Sage Intacct.
Contract and Subscription Billing
Tailor pricing and billing schedules to fit your business.
Automation and Productivity
Real-time access to AP transactions and data
Streamline contract and subscription billing lifecycles
Automate a variety of Pricing and Billing Models
Sage Intacct contract and subscription billing eliminate labour-intensive manual calculations with built-in tiered pricing and usage-based billing. Save time and drive revenue with models that match the sophistication of your business. From billing across regular periods to non-linear billing such as milestones, Sage Intacct lets you adapt pricing and billing – all with constant visibility with complete reporting.
Integrate Billing with Automated Revenue Recognition
Regardless of your billing model, Sage Intacct billing software can meet all of your compliance needs for revenue recognition. When you tie billing and revenue recognition together through the contract, you can automatically recognise revenue as performance obligations are met.
Project Costing and Billing
Simplified project billing brings new levels of efficiency to transform how your professional services firm bills projects.
Automation and Productivity
Easily and quickly handle
Project Costing and Billing Complexities
Project-based companies in engineering, consulting, and other professional services face a more diverse mix of clients and projects – and that leads to increasing complexities. You want to bid smarter based on historical profitability.
Meanwhile, clients want different billing terms and invoice formats/data. That’s where Sage Intacct shines, with a comprehensive project-billing solution to streamline and simplify this critical process.
Cost Projects More Accurately
Your professional services firm needs a project costing and financial management platform to match the way you work. Whether you just need to track expenses by projects, identify unbilled research and development costs, or run billable services projects for clients, Sage Intacct project costing and billing software has the answers you need.
We show you the true financial impact of past projects, so you can make smarter project bids. By tying into your CRM system, Sage Intacct shows you what’s in the pipeline, so you line up the right people and materials and turn bids into projects without manual data re-entry.
Faster Invoicing and Billing for Improved Cash Flow
With Sage Intacct project costing and billing software, you can combine different billing terms on a single project or multiple projects and deliver a consolidated invoice. You can base invoices on time and materials, fixed fees and milestones, or percentage completion.
Apply any custom invoice templates based on a specific project for each customer and configure invoices to individual client formatting specifications. With Sage Intacct, you save money and time while improving cash flow.
Reduce Revenue Lekeage
Sage Intacct project costing and billing software cuts revenue leakage through an integrated process spanning sales, finance, and operations.
Personalised dashboards give you real-time visibility into budget versus actuals, billed versus unbilled expenses, and billable hours versus unbillable hours. You can even track change orders and not-to-exceed amount triggers so you can carefully manage the project and adjust plans as needed.
Automated Revenue Recognition
You need flexible billing terms to win and keep clients, but that can also make it difficult to comply with rules and controls and meet stringent compliance requirements.
Sage Intacct uses the same data for automated billing and revenue recognition. However, an automated billing schedule is separate from an automated revenue-recognition schedule, so you can do what’s right for your customers – and stay compliant.
Multi-entity and Multi-currency Global Consolidations
Consolidate hundreds of entities in minutes, not days – boost productivity by more than 50%
Automation and Productivity
Bring it All Together
If your multi-location organisation faces complexities – decentralised payables, inter-entity transactions, multiple currencies, global consolidations – you’re ready for Sage Intacct. Our financial management platform for multiple entities automates financial consolidation activities including currency conversions, inter-entity transactions, local tax reporting, and more, eliminating manual efforts so you can close the books faster and focus on growing your organisation fast.
Multiple Entity Consolidations
At the push of a button, get granular visibility with eliminations and currency impacts recorded as journal entries, and easily make post-consolidation adjustments. Automate intercompany eliminations at the point of consolidation, and consolidate complex ownership structures such as minority and partial ownerships. With Sage Intacct, you can close the books faster and view interim summary figures at any time – your financial statements are ready when you are.
Financial and Project Management
See all your time, expense, and project-based accounting data—financial and non-financial—in one place.
Grab a free coffee on us and take a break with Sage Intacct
Automation and Productivity
Project Financial Management
Sage Intacct project financial management automates the project accounting processes your business needs. We show you the costs, time, and expenses and help you manage resources, billing – even revenue recognition. Generate deep insights from financial reporting that keep individual projects on track and your overall business growing profitably.
Project Accounting
Sage Intacct's financial management platform automates project management, time-tracking, full-featured costing and resource management, project billing, and revenue recognition. Track expenses by projects, identify unbilled research and development costs or run billable services projects for clients.
Revenue Recognition Software
Intelligent, Automated and Compliant Revenue Recognition.
Grab a free coffee on us and take a break with Sage Intacct
Automation and Recognition
Deliver relevant insights to all Stakeholders
Customised dashboards and reports give you deep, actionable views into revenue value and profitability by contract, products, divisions, and more. Sage Intacct shows you every stage of the revenue lifecycle: order, fulfilment of performance obligations, revenue recognition, billing, and collection – so you’re ready with quick answers for customers and colleagues.
Automate day-to-day Revenue Recognition Tasks
and regulatory compliance
Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.
Align Revenue Recognition with Expense Allocations
Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.
Reduce your Dependence on IT
Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.
Automate your Most Important Process – turning Orders into Cash
Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.
Spend Management Software
Sage Intacct makes it easy to streamline your purchasing and payables processes and ensure company spending complies with corporate budgets.
Grab a free coffee on us and take a break with Sage Intacct
Automation and Productivity
Our dashboards let you slice and dice your data quickly and easily to see trends and monitor variances in real-time. See the big picture in seconds and make better, faster, and smarter decisions.
You’ll make more informed decisions on spending requests when you can see whether there are enough funds in the budget.
Sage Intacct spend management software lets you govern all company spending compared to your budgets, so you never spend more than you should. And with real-time dashboards, you can thoroughly analyse the “spend trend” to stay on top of company purchases and reduce unplanned variances.
Sage Intacct’s multidimensional architecture lets you create custom validation rules based on the type of spend request (such as direct and indirect items), department, and location. Sage Intacct can even send alerts or stop spending if a request exceeds the budget.
Expense and Time Management
Streamline processes, reduce revenue leakage, and simplify revenue recognition.
Grab a free coffee on us and take a break with Sage Intacct
Automation and Productivity
Sage Intacct expense management software makes it easy and as error-free as possible. That means you maximise revenue and keep your employees focused on client goals, not expenses, accounting, and reporting. Sage Intacct expense management software effortlessly moves time and expense data to invoices and revenue recognition workflows.
Inventory Management
Get all the right items in the right place at the right time.
Automation and Productivity
Cloud Based Inventory Management
When it comes to inventory management, you can’t afford to have too much or too little stock on the shelves. Unfortunately, inventory can be a rapidly moving target: multiple warehouses, different units of measure, and part numbers that change through kitting. With Sage Intacct's online inventory management system, it’s easier to track, value, and manage your stock—maintaining accuracy at every step of the way.
Optimise Inventory
Sage Intacct's real-time inventory management software features comprehensive reporting so you can see across locations, products, and inventory status. That means you can make smarter decisions to optimise inventory levels and set efficient reorder points and quantities.
Multiple Locations
Make Faster Decisions
With Sage Intacct, you’re fully armed to make smarter decisions that optimise inventory levels, set efficient reorder points and quantities, and use working capital more efficiently.
Software that works the way you do!
Use standard templates for adjustments, transfers, damaged goods, scrap, and more. Or create your own templates that fit your organisation. Sage Intacct lets you create a seamless web-based inventory process, from vendor quotes to customer invoices.
Fixed Asset Software
Fixed asset software merges with core financial management functions in a complete, flexible, and automated asset management system.
Automation and Productivity
Comprehensive Fixed Assetand Financial Management Platform
Sage Intacct fixed asset and financial management platform accelerates and simplifies accurate accounting throughout the entire fixed asset management lifecycle.
You work with a single set of asset-acquisition, depreciation, and disposal information that’s automatically shared with the general ledger accounts payable and purchasing.
Tag fixed assets with dimensions to track how costs are distributed by location, department, project, and more. Then, clearly report book values using visual dashboards and reports.
Sage Intacct fixed-assets software enables you to centrally manage and safeguard your business’s fixed assets. That means easier tracking and reporting of asset information including condition, insurance status, and maintenance logs – even after a disaster – thanks to world-class security, cloud backups, and disaster recovery.
Track Accountingand Tax Depreciation
Sage Intacct fixed asset software lets you easily maintain separate tax and accounting books and automatically record different depreciation methods for asset categories. Use straight-line and reducing-balance for accounting, for tax depreciation–or create your own schedules.
Sage Intacct and Salesforce Integration
The power couple—finance and sales connected.
Automation and Productivity
The best-of-breed cloud solution for Connecting Finance and Sales
Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.
Together, Sage Intacct and Salesforce give you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process. The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them.
Point and Click Integration
It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform. You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.
No more Blind Spots
with Salesforce Integration
Help your sales teams turn opportunities into orders with a single click or verify pricing in real-time – all from within your Salesforce CRM solution. With Sage Intacct Collaborate, your sales reps and managers can easily communicate with finance using Salesforce Chatter – embedded within Sage Intacct – to easily expedite approvals, discuss and resolve exceptions to order management processes, an
Web Services API
Easily integrate with other best-in-class solutions.
Automation and Productivity
Open APIs allow Multiple, Stable, Secure Integrations
Technology advancements, like SDKs and resource whitelisting, make integrations between systems quicker, secure, and reliable. Language agnostic APIs rely on XML requests and responses. Roughly 60% of Sage Intacct transactions post using web services.
Integration is standard with Sage Intacct
As a best-in-class financial management platform, Sage Intacct was built from the ground up to integrate with other best-in-class solutions. Most customers integrate at least two external applications with Sage Intacct, which provides the flexibility to choose the best options for your organisation. In addition, our platform services help accelerate customisation with infrastructure solutions built to match unique business requirements.
Support Complex Business Processes with Integrations
Complex processes unique to your business often require extracting data for processing, then posting results. Sage Intacct’s open APIs make interacting with data possible and relatively easy.
Sage Intacct Platform Services
Platform Services are a springboard to solutions precisely tuned to match individual business requirements to help organisations grow fast.
Automation and Productivity
Map and Manage Solutions with Ease
Rather than building procedural programs and writing miles of code, Platform Services offers you an elegant object-centred solution. If you have any background in database development, you will quickly recognise the structures that drive Platform Services solutions. By centring all your actions and workflows around objects and related objects, you can build cohesive solutions that are easy to map and easy to manage.
Trustworthy Platform Infrastructure
Vital questions about any cloud-based system revolve around stability and security. The problems you might struggle to overcome in a stand-alone system – such as caching, error handling, permissions, and encryption protocol – are seamlessly built into custom platform solutions without any coding on your part.
Platform Services helps Accelerate Customisation
Revenue Recognition Software
Intelligent, Automated and Compliant Revenue Recognition.
Automation and Recognition
Automate day-to-day revenue recognition tasks
and regulatory compliance
Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.
Automate your most important process – turning orders into cash
Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.
Align Revenue Recognition with Expense Allocations
Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.
Deliver relevant insights to all Stakeholders
Customised dashboards and reports give you deep, actionable views into revenue value and profitability by contract, products, divisions, and more. Sage Intacct shows you every stage of the revenue lifecycle: order, fulfilment of performance obligations, revenue recognition, billing, and collection – so you’re ready with quick answers for customers and colleagues.
Out-of-the box Revenue Recognition Functionality
Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.
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Opportunity tracking
Opportunity management – the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyse their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.
Watch video overview
Qualification
Analyse and specify your customers’ needs taking into account the information gathered with Sales Creatio. Opportunity page displays key indicators that can help assess probability of closure for each opportunity. Having analysed each opportunity, reject or confirm further participation in a deal, and assign a sales rep to own the opportunity.
Presentation
Choose the appropriate presentation from the digital library where all sales assets are stored. Identify decision-makers to focus your efforts on and ensure better results. The underlying process will remind you to send the meeting minutes upon completion of the presentation summarising all decisions and agreements that were made.
Sales analytics
Get comprehensive statistics on opportunities in Sales Creatio. Evaluate the efficiency of sales at each stage, identify the best sales reps using the “Sales Leader” dashboard or monitor the efficiency of the sales department as a whole with the help of the “Sales Pulse” dashboard.
Develop and submit proposal
Leverage valuable data collected throughout the negotiation process to effectively define the sales tactics. Prepare the proposal, calculate appropriate pricing and attach corresponding documents linked to the opportunity. Easily approve proposals internally by simply following the steps of the document approval process.
Contracting
Close the deal by following the guidelines of the contracting stage. With the help of the reference process for document approval, you will easily pass the approval stage and have all the paperwork done for signing. Don’t forget to register your win in the system and get yourself on the leaderboard!
Sales Pipeline
Leverage the pipeline tool in the system to analyse the company’s performance at each opportunity stage, identify ‘bottlenecks’ in the opportunity conversion between the stages, evaluate pipeline integrity, and compare the pipelines by individual sales reps or departments. The system allows you to drill down into the particular opportunity stage and see the number of opportunities at this stage and the sales volume by sales reps.
360° customer view- account and contact management
Account contact management builds a 360-degree view of your customers. Use Sales Creatio to keep a record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions.
Having a 360-degree view of your customers, you can predict their buying behaviour and preferences to win their trust.
Collaboration Tools- Communication Panel
Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important events.
Calls
Make and receive calls directly in the system thanks to integration with a PBX system and a unique solution designed to effortlessly connect to any cloud VoIP service. Access the complete call history via the communication panel to swiftly find recently contacted customers. Leverage the call recording capabilities to control the sales reps’ performance and video-calls to boost collaboration between team members. In addition, Creatio users can communicate with each other (including video calls) via IP-telephony completely free of charge!
Analytics
Keep track of day-to-day operations and overall business performance with Sales Creatio. Analyse employee productivity based on their tasks, emails and phone calls. All dashboards are easily customisable and track important indicators, such as the average number of activities per day or the number of successful meetings compared to the previous period and many others.
Enterprise Social Network
Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.
Lead generation
Lead generation from Sales Creatio provides you with the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into a single database in just a few clicks. Let Sales Creatio automatically verify the data, create a new contact and guide you through the process of lead management.
Analytics on sales
Approach prospects in a smart way with Creatio analytics tools for lead management. Use the dashboards to analyse statistics on leads, such as the number and quality of the new leads, conversion rate, etc. All this will help to increase the conversion of prospects into sales-ready opportunities.
Lead Qualification
Thoroughly qualify each lead to save time by working only with sales-ready leads. Use Sales Creatio to merge lead duplicates, link a lead to the relevant account, and enrich lead data with insightful intelligence to prepare it for a sales follow-up.
Lead Distribution
Once the qualification process is finished, it is important to assign leads to the right people and teams. Sales Creatio can help distribute the leads based on the prospect’s needs, profile (geography, industry, budget) as well as the current workload of telemarketing and inside sales teams. If the lead was not qualified for sales, it could be assigned to lead nurturing campaigns.
Hand-off sales
Make sure you know all the detail before transferring the lead into an opportunity or an order. Record the history of communications following the sales process. If the customer is ready to make an order, initiate the appropriate business process in one click. Use the action dashboard to focus only on key lead indicators.
Order List
Easily manage orders, using Sales Creatio. You can classify orders by account type (individuals or legal entities), and group orders by stages, budgets, products or services, owners, etc. Monitor the current status of key orders within your company, and analyse the effectiveness of the order processing.
Single Window for Order Processing
Run orders in Sales Creatio in a matter of minutes. A single window for order processing enables you to create an order using a ready-to-use template, choose the products to be added and invoice the client.
Sales analytics
Get comprehensive statistics on opportunities in Sales Creatio. Evaluate the efficiency of sales at each stage, identify the best sales reps using the “Sales Leader” dashboard or monitor the efficiency of the sales department as a whole with the help of the “Sales Pulse” dashboard.
Orders Processing from Website
Configure automatic registration of orders from your website. Integrate Creatio with your website and process all orders in a single window of the CRM system.
Order Approval
Save time and approve orders following each step of the best practice process. Use built-in process to get approval from one person, or easily modify it according to your needs.
Invoices
Issue invoices using standard templates in Sales Creatio. The system will remind an owner when the payment date approaches, which allows better control over the payments.
Contract Management
Easy contract management, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders. Watch a short video
Document flow automation
Easily manage documents using Sales Creatio. Track documents in the system, specify their type and link them to customers, opportunities, orders, etc. Attach scans and copies of documents, create new documents using the pre-set templates and populate them with data from the system. Save the history of approvals and chronology of activities for each document.
Project Management
Leverage Sales Creatio to efficiently manage both internal and external projects. Set project deadlines, manage costs, assign tasks to owners or teams.
Product Management- Unified Product Catalogue
Regardless of the complexity and size of your product and service portfolio, be certain you can store them all in Sales Creatio. Integrate the catalogue with your ERP system to keep the data up to date and relevant. Watch Sales Creatio overview
Product Catalogue Management
Maintain product catalogue hierarchy based on the structure of your product portfolio. Make sure sales reps also work with new and promotional items by placing them in the Favorites group of your product catalogue in Sales Creatio.
Filtered Search
Find the right products in the extensive catalogue in a matter of seconds using filtered search and navigation. This type of approach will be well-known to online shoppers and allows you to easily navigate Sales Creatio.
Creatio Mobile Sales- Accounts and Contacts
Access all the critical information about your customers from any mobile device. You can easily work with accounts and contacts: add new ones, write SMS or make calls right from the mobile app.
Opportunities
Manage your opportunities no matter where you are! Track a history of each deal, clarify details and plan your further steps using Sales Creatio mobile app.
Activities and Meetings
Plan your activities, meetings or calls using a smartphone or tablet. Save all your presentations in the knowledge base and show them during a customer meeting right from your mobile device. Update and add contact, account and opportunity information to the system as a result of the meeting for future references.
Leads
Explore the prospect’s needs and preferences, track status of the lead in real time.
Online and Offline Modes
The app can be used in both online and offline mode. Whichever option you choose, the needed data will be always at your fingertips.
Mobile Feed
Use the Enterprise Social Network (ESN) on your smartphone or tablet to keep your fingers on the pulse of your business. Send messages linked to your contacts, accounts or activities. Share ideas and “like” and comment on any post in the feed.
Knowledge management
Creatio knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can like posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.
Knowledge base structure
Segment articles in an extensive knowledge base to quickly find the most frequently used documents and assets. Adding tags (key words) and cross-linking the articles will make it even easier to find the record you need in the knowledge base.
System Designer
System Designer enables you to customise Sales Creatio configuration with little to no coding involved. Extend the built-in functionality with add-ons, connectors, and vertical solutions from the Creatio Marketplace.
User Customisation
Customise Sales Creatio to fit the unique business needs and requirements. Easily rearrange, add and remove lookups, data fields and entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.
Mobile App Customisation
Make sure you work only with relevant information via mobile device. Use the mobile app wizard to add/hide different system sections and personalise your mobile application.
LDAP Integration
Use the Active Directory credentials to access Sales Creatio. You do not have to remember different usernames and passwords, and the system administrator doesn’t have to manually add profiles for new employees to access the system.
Visual Content Designer
Create contracts or eye-catching email templates within Creatio. The system offers a library of ready-to-use elements that can be used to create your documents as well as tools for working with content – just add your text, company logo or image and the email is ready to be sent. Save the newly created template in Creatio to use it in the future. Moreover, the system automatically optimises the way emails are displayed on different devices and in various email clients.
Access Rights Administration
In Sales Creatio you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.
WebSSO support
Administer user roles quickly and safely using Single Sign-On (WebSSo) technology to simplify the sign-in process and ensure smooth integration of Creatio to the corporate IT environment thanks to a centralised user administration.
Activity Log
The activity log keeps the record of all operations with critical data and allows for the quick retrieval of information, along with the chronology of all events in the system: what was done, by whom and when.
Platform Features
Manage Customer Preferences
Work with targeted audience
Website behaviour tracking
Website behaviour tracking feature on your business site gathers information about pages visited, website paths and time spent on the site. When registering, all the information in the visitor’s cookie files is sent to Marketing Creatio and added to a lead’s profile.
Tracking lead sources
Lead management
A unified interface for lead management-The system not only helps to track visitor behaviour on your website, but also enables you to identify lead generation channels and sources. All information is collected in the lead profiles and is also displayed in dashboard analytics. Track lead sources to evaluate the effectiveness of lead generation channels used in your marketing campaigns and focus your efforts on the best performing channels.
Lead qualification
Leverage Marketing Creatio to better qualify leads. Check lead profile accuracy and search for duplicate leads. Connect leads to relevant accounts and enrich lead data with insightful intelligence that can be leveraged during sales follow up. Search for similar leads in the system to identify a prospect’s needs and make decisions when qualifying a lead.
Hand-off sales
Make sure you know all the detail before transferring the lead into an opportunity or an order. Record the history of communications in accordance with the sales process. If the customer is ready to make an order, initiate the appropriate business process in one click. Use the action dashboard to focus only on key lead indicators.
Analytics on leads
Approach prospects more intelligently with in-depth analysis of your leads. The end-to-end lead pipeline will help you assess conversion throughout the entire lead management process, from lead generation to hand-off to sales. Use the dashboards to analyse leads in different dimensions, such as the number and quality of new leads, conversion rates, most efficient lead generation channels, etc. All this helps to increase the conversion of prospects into opportunities and deals won!
Intuitive campaign designer
Create efficient multichannel campaigns with Marketing Creatio. Plan campaigns using the simple visual campaign designer and define conditions for transitioning between campaign stages. The system allows for the setting up of criteria for target conversion rates and campaign completion. It also offers tools to monitor campaign progress in real-time.
Trigger emails
Maintain a constant dialogue with your prospects and gradually nurture them. Set up trigger emails based on lead behaviour on a website or other events, for example, a birthday, registration on a website, product comparison, abandoned shopping carts. Segment audiences by various criteria using smart filtering capabilities in Marketing Creatio and build up your communications with prospects that haven’t made any purchases for a while.
Lead nurturing campaigns
Stimulate your prospects’ interest in your products or services through automated lead nurturing campaigns. Build multichannel campaigns of various complexity, considering prospects’ responses at each stage. Intelligently nurture your leads until they become sales-ready and convert into new opportunities for your business.
Analytics
Evaluate your marketing efficiency and optimise marketing campaigns using Creatio’s marketing analytical tools. Analyse campaigns by the number of generated leads and their conversions rates and obtain a 360-degree campaign view to identify bottlenecks. Target your efforts towards the most relevant audiences, channels and approaches.
Bulk emails in just a few clicks
Get literally endless communication opportunities with Marketing Creatio. Built-in integration with professional email service providers – Elastic and UniOne – allow for the sending emails to millions of recipients instantly. Extend the providers list with cloud email service connector. The system will also help set up the exact sending time and easily track response and engagement rates.
Visual content designer
Personalisation
Personalise your communications with customers to increase sales. Start emails with a personal greeting and personalise email content using macros in Marketing Creatio.
Click Stats
Identify customer interests by analysing bulk email clicks. Leverage the click diagram in Marketing Creatio to identify the best time for communications with your audience. Use the click heat map to identify the most popular links in bulk emails and better understand your audience’s interests and needs.
Communication management
Increase the level of customer loyalty with help of built-in mechanisms to intelligently manage communications with customers. You can set limitations on the number of messages per day, week or month, and give customers the opportunity to manage their subscriptions – a set of topics they are interested in.
Create eye-catching email templates for your bulk email campaigns in just a few minutes. Use the built-in WYSIWYG designer with a set of ready-to-use content blocks for emails. Just add your company logo and insert content and the template is ready to be sent. In addition, the system offers a library of ready-to-use templates and optimizes the way emails are displayed on different devices and through various email clients.
Email Split testing
Get the maximum response from your mass mail campaigns. Test several versions of emails with your target audience to determine which of them brings you more conversions. Marketing Creatio provides all the required stats to compare the results of the test so you can easily decide which template is more efficient.
UTM codes tracking
Get detailed analysis of customer activities on your website. Use UTM codes to analyse conversions and track the entire journey of those customers who come on your website from bulk emails.
Bulk email analytics
Manage the efficiency of your email campaigns with the help of marketing’s pre-configured dashboards and reports. Open rates will help you understand which topics are most interesting to different segments of subscribers. You can also enhance your emails through analysing such indicators, as: deliveries, open rate, hard and soft bounces, spam, unsubscribes, etc.
Events
Use Marketing Creatio to plan and manage all events: promotions, advertising campaigns, conferences, webinars and other off- and on-line activities. The system allows to track dates and locations, segment target audience based on required criteria, plan budget and assign team, as well as track responses connected to event.
Analytics on events
Analyse your event-related activities with the help of easy-to-use pre-configured dashboards. Monitor campaign efficiencies and get a bigger picture through segmenting the audience by response.
Business process management
Automate any internal process – from document approval to collaboration on complex projects involving multiple teams. Creatio provides a complete set of tools to effectively manage business processes, including process modelling, execution, monitoring and analysis. Take advantage of the industry best practices to ensure the maximum efficiency of business process management at your organization.
Process monitoring and analytics
DCM Processes
Take advantage of Dynamic Case Management (DCM) to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimised outcomes. Thanks to a user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!
Process Library
Automate any internal processes – from document approval to complex projects involving multiple teams. Employ out-of-the-box best-practice processes, modify them or create new ones to fit the unique needs of your business.
Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.), using different elements (owners, branches, product lines, etc.). Visualize process data using custom dashboards, identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.
Structured BPMN processes
Automate your structured processes with BPM (Business Process Management) technology. Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services. A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.
Tasks and calendar
Plan your work, tasks and meetings in your calendar within Marketing Creatio. Create personal or group tasks linked to contacts, opportunities or documents. Synchronise your tasks and calendar with Google Calendar and Microsoft Exchange. Get notifications and reminders in a notification panel.
Manage email from all your email boxes in a single unified environment – Marketing Creatio. Each email can be linked to the relevant account, opportunity, order or other object. Integration with MS Exchange and Google lets you merge all your email boxes and keep track of the correspondence in Marketing Creatio.
Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.
Make and receive calls directly in the system thanks to integration with a PBX system and a unique solution designed to effortlessly connect to any cloud VoIP service. Access a complete call history via the communication panel to swiftly find the recently contacted customers. Leverage the call recording capabilities to control the sales reps’ performance and video-calls to boost the collaboration between team members. In addition, Creatio users can communicate with each other (including video calls) via IP-telephony completely free of charge!
Find customers on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.
Use Marketing Creatio to get a 360-degree view of the efficiency of your marketing activities. Obtain relevant statistics and indicators displayed as graphical charts, which can be easily configured according to your needs. Create lists of the most important information and track your results. You can analyse how many bulk emails have been sent throughout the week or compare the efficiency of different sales managers.
Knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can ‘like’ posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.
UI- customisation
Take advantage of the extended capabilities for user interface customisation. Go to the System Designer section if you need to setup workplaces, show/hide system sections for different user roles, or personalize the application by adding company’s logo or changing the colour according to the corporate style.
Learn more about Creatio
In Marketing Creatio you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.
Customise Marketing Creatio to fit your unique business needs and requirements. Easily rearrange, add and remove lookups, data fields or entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.
Leverage simplified localisation tools to support a multilingual environment in your organization and combine several languages in a single interface. Not only can you localize the system terminology, but also lookup values, analytical data and every step of your business-processes. Improved user tools for system translation and multilingual support enable users to painlessly localize the system into any language.
The activity log keeps a record of all operations with critical data and allows quick retrieval of this information, as well as access to the entire chronology of events in the system: what was done, by whom and when.
Platform Features
Interface customisation
Learn more about Creatio
In Marketing Creatio you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.
Customise Creatio ITIL service taking into account the unique business needs and requirements. Easily rearrange, add and remove lookups, data fields and entire pages. The solution provides wizards and designers for objects, pages and processes. Use these features to change the data views or business logics without programming.
Leverage simplified localisation tools to support a multilingual environment at your organisation and combine several languages in a single Creatio interface. Improved user tools for system translation and multilingual support allows users to easily localise the system into any language by adding or removing specific languages.
Administer user roles quickly and safely using Single Sign-On (WebSSo) technology to simplify the sign-in process and ensure smooth integration of Creatio to the corporate IT environment thanks to a centralised user administration.
The activity log keeps the record of all critical data for the operations and allows to quickly retrieve information, or to understand the chronology of events in the system: what was done, by whom and when.
Use Active Directory credentials to access the Service Creatio. You do not need to remember different usernames and passwords, and the system administrator does not need to manually add new employees’ profiles to access the system.
Create eye-catching email templates for your bulk email campaigns in just a few minutes. The system offers a library of ready-to-use content blocks for emails so you can just upload an image and insert content, and the template is ready to be sent. In addition, the system offers a library of ready-to-use templates and optimizes the way emails are displayed on different devices and in various email clients.
Easily manage access rights for users and groups in Creatio ITIL service. Grant or deny access to individual records or groups of records, and specify which sections are available to certain user roles.
Synchronisation and integration
With Creatio Service Enterprise, you can import/export data from MS Excel, synchronise processes between MS Exchange, integrate with PBX, cloud telephony services, Google Accounts and mail via IMAP / SMTP solution. All in one! Watch Service Creatio overview
Employ a built-in utility for data migration to and from Excel to quickly import or export your accounts and contacts data, list of users, which can include information about both, customers and staff.
Enjoy seamless integration with Microsoft Exchange to simplify the procedure of synchronising email, contacts, and tasks. Adjust the frequency of synchronisation (daily, hourly or more frequent) and always have all the relevant data on hand.
Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers from any provider, and the possibility to connect an unlimited number of external lines allow for the delivery of all necessary calls directly from the system.
Take advantage of a two-way integration with your Google account and synchronise emails, calendar and contacts. There is no more need for switching between applications to send email or manage your calendar.
Keep the entire history of electronic communications with the customer in Service Creatio, regardless of the mail provider. Send and receive email without leaving the application.
Configuration management database (CMDB)
Run a single database of all company’s configuration items (CI) and service assets. Service Creatio enterprise helps to keep records on hardware, software, licenses, network components and documentation necessary for the seamless service provision.
Configuration items registration
History
Manage a complete history of CI lifecycle. Track registered cases, location history, write-offs and removals from service.
Analytics
Take a snapshot of your CMDB, using the comprehensive analytics in Service Creatio enterprise. You can track the current status of the hardware and software, information updates on operational CIs, identify bottlenecks in infrastructure, etc.
Create a single list of all CIs including detailed information about each item. In Service Creatio enterprise you can register inventory number, category and type, define model and indicate technical characteristics, run a list of colleagues and customers that use this particular CI. The system can also configure dependencies on other configuration items and a list of components.
Change requests
Plan all changes in Creatio ITIL service in order to eliminate known errors in the infrastructure and improve overall quality of IT services. The system allows you to keep a single list of change requests, manage priorities and supervise quality.
Register change request IDs, define categories and priority, establish connections with incidents, problems and CIs. Store information about team assignment for change implementation, and plan deadlines.
Manage change approvals and a list of resources which are authorized to approve different levels of change requests. Develop detailed change implementation plan, including stages and activities, assigned agents and estimated workload.
Take control and ensure implementation of planned changes. Track factual workload, estimate quality of interim results, deadlines, potential risks and possible deviations from the plan.
Analyse quantitative and qualitative process efficiency indicators. Track average workload per change, efficiency of change implementation and identified deviations. Setup the number of problems and incidents identified in the course of implementation of changes.
Service Level Management
Define all the necessary service parameters while activating new service agreement. You can also set up a calendar and indicate actual duration of the agreement. The system allows the defining of key service objects and services. In order to organise the work with external service providers (UC) the user can simply fill in information about a provider.
Manage service history with regards to service agreements. Store copies of signed agreements and track addendums. The system provides information about cases and problems in the context of different types of agreements.
Analyse service agreements to evaluate the overall quality of service provided. Track customer feedback and current satisfaction rate, monitor service agreements violations using statistics on overdue cases.
Unified Service Catalogue
Use the pre-built specifications to design new services in the catalogue. You can manage the technical characteristics and timeframes, appoint Service Desk engineers by their skills to handle appropriate cases, link configuration items and service agreements.
Use the service catalogue to manage complete service history. You can easily track cases, problems and known errors, service availability history and feedback from customers.
Ensure quick launch of new service operations by simply adding them to the service packages of relevant service levels. Connect new services to valid service contracts and publish them on Customer portal.
Work with services based on profound analysis of your service catalogue. Track the dynamics of new service operations, identify the most popular services and monitor customer satisfaction rates.
Knowledge management
Combine knowledge about all services, CIs and known errors in a unified knowledge base in Service Creatio enterprise. By using knowledge base articles, you will be able to close cases in the most timely manner and efficiently train Service Desk agents.
Knowledge audit
Constantly audit your knowledge base and update its articles. The system’s features allow you to define the most popular articles, as well as rate and comment on records.
Release Management
Store a complete information about planned and implemented releases in Service Creatio enterprise. The system helps to keep track of workloads, teams and deadlines associated with a release. You can specify the list of changes that should be included into a particular release and ensure their successful implementation.
Release history
Manage history of releases with Service Creatio enterprise. The system allows for the gathering of data on all changes and problems identified in the course of implementation, as well as tracking the history of completed activities.
Analytics
Use comprehensive analytics in Service Creatio enterprise to track releases and monitor their quality. Setup analytics by services, get stats on successful and unsuccessful releases and problems eliminated in the course of release implementation.
Unified Case Database
Registration and Classification
Instantly register new incidents by recording key information about a customer and incident details. The system allows registering incidents automatically from incoming emails or message from self-service portal. The first line agent will define incident priority, taking into account the urgency, impact level, service agreement, service type and connected CIs. Flexible rules for ‘junk’ email processing protect customer support teams from undesired email streams to help them focus on what matters most.
Service Desk organisational structure
Take advantage of the best practice model for the Service Desk organizational structure in Service Creatio enterprise. You can easily manage roles, define functions and authorities. Use pre-configured workplaces to improve agents’ productivity and facilitate their daily activities.
Incident Registration and Resolution
Run incident diagnostics, formalise resolution and provide information to customers. Use system data to draw conclusions as to whether the incident was a recurring mass phenomenon. A service agent can also search for similar incidents, registered problems or documented known errors. If needed, you can escalate the incident to a higher support line or supervisor. Manage a complete history of case processing. Track case details, tasks, sent emails, phone calls, and knowledge base articles used to resolve the case.
Complete incident resolution process by formalising its results. Service Creatio enterprise automatically sends a request for customer feedback in order to evaluate the level of customer satisfaction and service quality.
Manage incidents using a pre-built best practice business process. The out-of-the-box process is fully compatible with ITIL recommendations and contains the right sequence of actions to help Service Desk agents resolve incidents most timely and with maximum efficiency. On each step of the process the system helps to control deadlines, prompts important notifications and useful tips. Advanced algorithms for calculating case resolution timeframes based on case priority, SLA or support package ensures flexibility and a personalized approach to handling every case.
Analyse the efficiency of case resolution and identify bottlenecks using the pre-configured dashboards. Take control over your customer satisfaction rating, the percentage of overdue cases, work load of different service lines, etc.
Business Process Management
Take advantage of Dynamic Case Management (DCM) to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimised outcomes. Thanks to a user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!
Automate your structured processes with BPM (Business Process Management) technology. Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services. A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.
Take advantage of ITIL recommendations and process-driven ITSM approach to streamline services management and delivery. Pre-packaged best practice processes help to simplify daily routine and increase service efficiency – your service agents just need to follow clear guidelines for each step of the process.
Automate any internal processes – from service request fulfilment to problem diagnostics and resolution or change management. Embrace best practice ITSM processes that are already pre-built in the system, or modify them to fit your specific Service Desk model.
Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.), using different variables (owners, support lines, services, etc.). Visualise process data using Creatio dashboards, identify and eliminate bottlenecks in your processes with the help of easy-to-use process log.
Agent Management
Manage your daily tasks more effectively using the pre-configured single window interface. The Agent Home allows agents to easily manage case queues, make multiuser communications, share the information via ESN and monitor their own performance in a single window.
Watch Service Creatio overview learn more about Creatio Bundle
Leverage extended capabilities of the supervisor’s workplace, which provides Service Desk managers with full control over all inbound and outbound communications. Get a complete information on all agents’ activities, monitor and manage their workload, and take part in the request processing, if necessary.
Use queue management capabilities of Creatio contact centre to organise case processing, taking into account priorities and other parameters. Create different types of queues: dynamic, which are based on filters or static, which highlight certain contacts requiring attention; open queues, in which agent can see the entire list or blind queues, in which an operator can see the next contact, only when he picks the contact up from the queue. You can also remove cases from the queue if they no longer need resolution, as well as assign agents to process specific elements of the queue.
Account and contact management
Manage your CRM data faster and with minimal effort by leveraging automatic smart data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.
Identify and eliminate duplicate records in Service Creatio in order to manage your customer database more efficiently. When creating new records the system automatically checks for duplicates, or you can perform a manual check or schedule a recurrent search for duplicate accounts and contacts. Be sure you make the most of every interaction with customer.
Segment customers by multiple parameters to improve communication and build stronger relationships. Service Creatio allows building custom segments by industry, services and frequency of requests, priority or any parameter you choose. Using dynamic segments, which are filled automatically based on the set parameters, you can, for example, filter all the accounts that send their request more often.
Analyse your customer database to make data-driven decision in the continual service improvement process. Analyse customer base from different angles to quickly respond to changing customer needs. For example, identify services used by the greatest number of customers or customers who submit the greatest number of cases. Customise dashboards in the Service Creatio enterprise to always keep an eye on the key performance indicators.
Build relationships with customers based on a complete service history. Service Creatio enterprise keeps track of every interaction with the client, including tasks, calls and messages, cases submitted and resolved, services used and service level agreements.
Customer Portal
Use Creatio’s communication panel to make calls and receive messages directly in the system. When handling a call Service Creatio enterprise automatically displays the customer profile so you can instantly access critical data and provide more personalized service. The system also allows setting up the Quick Dial panel.
Manage messages from multiple email boxes in a single unified environment – Service Creatio enterprise. Each email can be linked to the relevant account, case, service agreement or other object. Integration with MS Exchange and Google enables you to merge all your email boxes and keep track of the correspondence in Service Creatio enterprise.
Make and receive calls directly in the system thanks to integration with a PBX system and a unique solution designed to effortlessly connect to any cloud VoIP service. Keep track of your calls and link them to relevant system objects in order to obtain a complete history of interactions with customers. Use these features to track key indicators on calls and evaluate performance of your service agents. To automate call management, use out-of-the-box CTI connectors with Avaya, Cisco, CosmoCom,or ZyXEL. What’s more, the system enables free calls between all the users of the Creatio application. Leverage call recording capabilities to control the work of the service agents. In addition, Creatio users can make calls and even video calls to other system users completely free of charge!
Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.
Keep track of day-to-day operations and overall service performance with Creatio. Analyse agents’ productivity based on their tasks, emails and phone calls. All dashboards are easily configurable to track important indicators, such as the number of consultations per request or the average duration of consultations taking into account service type and service agreement.
Communication Panel
Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important event.
Manage messages from all your email boxes in a single unified environment – Creatio customer service. Each email can be linked to the relevant account, case or other object. Integration with MS Exchange and Google enables you to merge all your email boxes and keep track of the correspondence in Creatio customer service.
Make and receive calls directly in the system. Access complete call history in the communication panel, set up quick dial to call your favourite contacts. Keep track of your calls and link them to relevant system objects in order to obtain a complete history of interactions with customers. Use these features to track key indicators on calls and evaluate performance of your service agents. To automate call management use out-of-the-box CTI connectors with Avaya, Cisco, CosmoCom, ZyXEL. What is more, the system enables free calls between all the users of the Creatio application. Leverage call recording capabilities to control the work of the sales reps. In addition, Creatio users can make calls and even video calls to other system users completely free of charge!
Creatio offers all the necessary tools for your customer self-service portal: capabilities to report a case, monitor resolution process and provide instant feedback on the quality of service. Creatio customer portal helps your customers to keep up to date on company news and all services provided as well as find answers to their questions in the public knowledge base.
Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.
Analyse productivity of service staff based on their tasks, emails and phone calls and track the dynamics of customer communications. You can also analyse a number of consultations per request or compare the average duration of consultations depending on service type and category of request. All graphs and dashboards are easily configurable, which helps to control and improve the service quality and enhance agents’ productivity.
Account and Contact Management
Intelligent data enrichment
Manage your CRM data faster and with minimal effort by leveraging automatic smart data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.
Segment customers by various parameters to improve communications and build stronger relationships. Creatio customer service allows building custom segments by industry, revenue, service level, customer preferences or any other parameter you choose. Use dynamic segments, which are filled automatically based on the set parameters. For example, you can filter all the accounts, that you have not contacted for a month or more.
Find customers on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.
Identify and eliminate duplicate records in the system in order to manage your customer database more efficiently. When creating new records Creatio customer service automatically checks for duplicates. Alternatively you can perform a manual check or schedule the recurrent search for duplicate accounts and contacts.
Build relationships and customer service processes based on a complete history of your communications. Keep track of all the tasks, calls, messages and cases of each customer. Complete customer data at your fingertips is essential to ensure the best customer experience.
Control and improve customer service processes by analysing your customer database. Keep track of various indicators including number of requests by period /request frequency and most popular services. Adjust the dashboards according to your needs to get precise analytical data.
Agent home
Manage your daily tasks more effectively using a pre-configured single window interface. Agent home allows agents to easily manage request queues, perform bulk communications, share the information via ESN and monitor their own performance in a single window interface.
Leverage extended capabilities of the supervisor’s workplace, which provides managers with full control over all inbound and outbound communications. Get a complete information on all agents’ activities, monitor and manage their workload, and take part in the request processing, if necessary.
Use queue management capabilities of Creatio contact centre to organize case processing, taking into account priorities and other parameters. Create different types of queues: dynamic, which are based on filters or static, which highlight certain contacts requiring attention; open queues, in which agent can see the entire list or blind queues, in which an operator can see the next contact, only when he picks the contact up from the queue. You can also remove cases from the queue if they no longer need resolution, as well as assign agents to process specific elements of the queue.
Unified Case Database
Accumulate all cases from your customers and partners in one section. You can classify the cases into different categories: incidents, service requests, advisory services and claims. The system also allows you to assign cases to agents and teams, regulate timelines for case resolution and manage communications during case resolution. Flexible rules for ‘junk’ email processing protect customer support teams from undesired email streams to help them focus on what matters most.
Manage various types of cases with the help of out-of-the-box best practice processes in Creatio customer service. The processes guide agents though the most effective actions required to successfully resolve cases. The process triggers notifications and alerts, and enables control over case resolution deadlines.
The system allows for registering cases automatically from incoming emails or message from self-service portal. Flexible rules for ‘junk’ email processing protect customer support teams from undesired email streams to help them focus on what matters most.
Manage your activities, calls and tasks easily with Creatio intelligent time management tools. You can add personal or group tasks that are linked to a specific assignment, contact or case. You can also synchronize your tasks and calendar with Google Calendar and Microsoft Exchange. All notifications and reminders are displayed in the notification panel.
Manage the complete case history in Creatio customer service. Track case resolution activities, emails, calls, and knowledge base articles used for resolution.
Take advantage of comprehensive dashboards to analyze the effectiveness of case resolution and service process efficiency. With Creatio customer service analytic tools, you can control customer satisfaction levels, percentage of overdue cases, and service staff efficiency.
Creatio Unified Service Catalogue
Create a unified database of services to facilitate the work of your service agents. An up-to-date and complete service catalogue will help you regulate service processes and offer clients services relevant to them.
Service categories and priority management
Manage service categories, setup service calendars and regulate resolution deadlines for each service. Identify the services with the highest priorities and track case histories for these services.
Service catalogue analytics
Constantly improve service quality based on deep analysis of your service catalogue. Keep track of new services added, identify the most popular services and monitor customer satisfaction level.
Knowledge base
Accumulate the knowledge of your company in a unified knowledge base. By using knowledge base articles you will be able to resolve cases in a more timely manner, ensuring high quality of service for your clients and partners.
Article search
When working on case resolution use advanced search capabilities of the knowledge base. Define article categories, keywords and tags, service types, most popular solutions and instructions.
Knowledge base management
Keep the knowledge base up-to-date. Enable your agents to rate articles, post comments and regularly update articles. Track all changes and updates, as well as the frequency of knowledge base usage.
Business Process Management
Automate any internal process – from document approval to collaboration on complex projects involving multiple teams. Creatio provides a complete set of tools to effectively manage business processes, including process modelling, execution, monitoring and analysis. Take advantage of the industry best practices to ensure the maximum efficiency of business process management at your organization.
Take advantage of Dynamic Case Management (DCM) to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimized outcomes. Thanks to a user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!
Automate your structured processes with BPM (Business Process Management) technology. Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services. A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.
Automate any customer service processes – from case management to problem resolution. Best practice processes are already built in the system, but they also can be easily modified to fit any specific service model.
Keep track of any process metrics (duration, average time of running, maximum and minimum values, etc.) and view them from different angles (agents, support lines, services, etc.). Visualise data using dashboards, identify and eliminate bottlenecks in your processes with the help of process log.
Data import from/to Excel
Enjoy seamless integration with Microsoft Exchange that synchronises email, contacts, and tasks with a click of a mouse. Adjust the frequency of synchronisation (daily, hourly or more frequent) and always have all the relevant data on hand.
Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers from any provider, and the possibility to connect an unlimited number of external lines allow for the delivery of all necessary calls directly from the system.
Keep the entire history of communications with the customer in the Creatio application, regardless of the mail provider. Send and receive email without leaving the application.
Keep the entire history of communications with the customer in Service Creatio, regardless of the mail provider. Send and receive email without leaving the application.
Interface customisation
Take advantage of the extended capabilities for user interface customisation. Use System Designer to setup workplaces, show or hide system sections for different user roles, or personalise the application by adding company’s logo and applying your corporate colour scheme.
User customisation
Customise Creatio customer service to fit the unique business needs and requirements. Easily rearrange, add and remove lookups, data fields and entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.
Agile system localisation
Leverage simplified localisation tools to support a multilingual environment in your organization and combine several languages in a single interface. Not only can you localise the system terminology, but also lookup values, analytical data and every step of your business-processes. Improved user tools for system translation and multilingual support enable users to painlessly localise the system into any language.
Visual content designer
Create contracts, eye-catching email templates for your mass mail campaigns or specifications by using the built-in content designer. The system offers a library of ready-to-use elements, as well as tools for working with content – just add your text, company logo or image and the email is ready to be sent. Save the newly created template in Creatio to use it in the future. The system automatically optimises the way emails are displayed on different devices and through various email clients.
Access rights administration
In Creatio customer service you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.
LDAP Integration
Use Active Directory credentials to access Creatio customer service. You do not have to remember different usernames and passwords, and the system administrator doesn’t have to manually add profiles for new employees to access the system.
Mobile app customisation
Make sure you work only with relevant information via mobile device. Use the mobile app wizard to add or hide different system sections, as well as to personalise your mobile application.
Web SSO Support
Administer user roles quickly and safely using Single Sign-On (WebSSo) technology to simplify the sign-in process and ensure smooth integration of Creatio to the corporate IT environment thanks to a centralized user administration.
Activity log
The activity log keeps a record of all operations with critical data and allows for the quick retrieval of information, along with the chronology of all events in the system: what was done, by whom and when.
Problems and known errors
Store all identified problems in the infrastructure and service processes in Creatio ITIL service. The system helps preventing recurring mass incidents and proactively informs customers about known errors.
Identification and classification
Take advantage of the capability to automatically register a new problem right from the incident management process. You can define problem priority, type of service and configuration item.
Analyse problem reasons and find solutions. The system allows you to assign agents to resolve the problem, as well as document the progress of the resolution process and possible workarounds. Plan your work on problem elimination through initiating changes in the infrastructure.
Always keep full descriptions for problems and known errors resolutions. Close related incidents and inform customers about the elimination of bottlenecks.
Manage a complete history of problem resolutions and monitor agents’ efficiency. The system provides timely information about resolution process, completed activities, communications and initiated changes.
Make decisions about necessary changes in the infrastructure, based on advanced analysis of the problems and known errors database (KEDB). You can track services and CIs that triggered problems, as well as monitor frequency of detection of problems in the infrastructure.
What is Eque2 Construct solution?
Is your Project making a profit? Are you over-spending?
The Eque2 Construction product allows you to seamlessly link your Sage 50 or Sage 200 system with a powerful construction-based Project Costing and Management system.
Use Eque2 Construction to:
✓ Create and email Sales Valuations / Applications and Invoices
✓ Analyse your profit / budget and committed costs by client / project manager / project
✓ Extract data directly from Eque2 Construct into a number of powerful Excel pivot tables and dashboards for further analysis
✓ Post sales and purchase transactions into your Sage accounts system simply by pressing one button
✓ Integrate Sage payroll with your timesheets for labour and post into your projects
✓In depth and detailed cost analysis against a project or phases / sections in a project
Designed for construction companies from £2m turnover to £200+m turnover, from 1 user to 100+ users
✓ Check spending against budgets
✓ Raise Purchase orders for suppliers and sub-contractors
✓ Record Delivery of materials on-site
✓ Record Purchase Invoices against deliveries and purchase orders
✓ Submit your CIS returns to HMRC
✓ Verify new sub-contractors on-line
✓ Control and report on both Sales and Sub Contractor Retentions
Get in touch for more details or Try 30 days for Free
+44 1789 332130
Get in touch!
Qmulus have supported many different sectors of business in their move to Sage 200. Please contact us for any questions you may have about Sage 200 for Manufacturing. Sign up for your free 30-day trial of Sage 200 Standard
Be prepared for your Business Growth!
If this matches your business profile, you might want to consider Sage 200 now or in the future as it delivers a greater depth of functionality for more complex business and you can pay monthly, enabling you to get up and running quickly!
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Get in touch!
Sage for Construction utilises best of breed software to allow you to manage your construction business accurately. Feel free to contact us to have a chat about how it may be able to help you keep on top of your projects costs.
Digital workspaces are the door opener for productive employees
A modern workplace and flexible working time models improve the user experience and employee motivation. Rapid provision, freedom to choose the device, easy access to applications and data, and the ability to work anywhere and at any time increase your competitiveness and your attractiveness as an employer. Through the workspace in the browser, your employees can start a project on one device and continue it seamlessly on another device. The Hybrid Drive enables the secure exchange of documents with internal and external partners.
Book a Free Product Tour!
Get in touch to book a Free Sage 200 Product Tour where you will explore the simple, smart and stress-free Sage 200 Features!
Let's chat!
What is Sage CRM?
Sage CRM is used by over 12,000 organisations in 70 countries worldwide to manage their critical sales, marketing and customer service activities everyday.
Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels.
Regardless of how, when or where customers, partners and prospects choose to interact with your business, Sage CRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships.
One of the biggest benefits most realise when deploying CRM, comes from having all your business data accessed from a single location. Before CRM systems, customer data was spread out over office productivity suite documents, email, mobile phones and even paper notes!
✓ Storing all your critical data from all departments in a central location gives staff immediate access to the most recent information as and when they need it.
Many aspects of CRM relies heavily on technology; however the strategies and processes of a good CRM system will collect, manage and link information about the customer with the goal of letting you market and sell services effectively.
Make the most of every sales opportunity!
✓ Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.
✓ Providing an end-to-end view of every opportunity from within one, easy to use screen, Sage CRM means an end to chasing around for information.
✓ Sage CRM gives full visibility of what is happening with every prospect and customer, simplifies forecasting and strengthens pipeline management.
✓ Integration with leading Sage ERP systems gives sales staff access to both financial and non-financial customer data, for a complete 360 degree view of the customer across front- and back-office departments.
With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing sales teams to effectively analyse and manage deals at every stage.
Plan, execute and measure your campaigns!
The more highly targeted your campaigns are, the more successful they will be!
Sage CRM makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business.
Whether using your own campaign lists or imported mail house lists, executing campaigns has never been easier!
✓ Total Campaign Management
✓ Lead Management
✓ List Management and Segmentation
✓ Sage E-marketing for Sage CRM*
✓ Keep in touch with customers with social CRM
✓ The Interactive Dashboard
✓ Reporting and Analysis
✓ Sage ERP Integration
Can moving from Sage 50 to Sage 200 really improve my business?
Can moving from Sage 50 to Sage 200 really improve my business?
Sage 50 is a very capable and popular accounting system that is used by a wide variety of companies. It provides a reasonably priced, easy to use system that many people know very well. Sage 50 also has a wealth of add-on modules that can be purchased to expand its “out of the box” capabilities.
If the above is true, which it is, why would any business want to disrupt their day-to-day activities, re-learn a new product, put their users through more training and pay more each month for a new ERP / accounting system?
The answer to this question is generally that you wouldn’t unless there were some very good reasons for doing so. The reasons why a business will want to upgrade to Sage 200 can be many and varied for each company in our experience. They can be as simple as “we keep having data stability issues” to “we need better stock management” or “we require an MRP system”.
Let us discuss just one of the questions that we receive from businesses that are looking to move from Sage 50 to Sage 200.
Will upgrading to Sage 200 be a disruptive process?
Not really.
Sage have designed this process to be relatively painless and a Sage Business Partner such as Qmulus Solutions should design an implementation procedure that should take into account certain important factors:
A test migration of your Sage 50 data to Sage 200
This will prove to you that your Sage 50 data is stable and has no errors and most importantly lets you test what your data performs like in Sage 200. It will also give a comfortable, recognisable set of data for your users to train with as they explore the new features of Sage 200.
User training
User training on any new ERP system is a wise investment and should be taken very seriously. Do not under-estimate how important training is. Why invest in a new system and not understand all its new features and functionality? Getting the correct training to the correct user will save money, time and make that user much more productive.
Stationary Layout design
When upgrading to a new system, you have a perfect opportunity to look at your professional documents that you send to your customers and suppliers. Layouts such as Statements and Invoices need to show your company logo and accreditations, have important contact information, show important data clearly and of course you need to decide if you want to email these documents or print them.
Take the time to look at these documents with a fresh set of eyes. Taking what you currently have in Sage 50 and simply copying them for Sage 200 is a waste of this opportunity and a waste of new features and functionality.
Which features of the Sage 200 system can you use to enhance your business?
Your Business Partner should discuss, in some length, how you want to use Sage 200. Which new features will have an immediate impact on your business, which features should be planned for later introduction and what new procedures and workflows you should be considering. Just doing what you have always done in Sage 50 is again, a waste of opportunity.
Support and the future
Your users of Sage 200 will require, even after training, some level of support and handholding. Sage 200 is very similar to Sage 50 in many ways BUT it is also very different in many ways. Sage 200 is not just a “big brother” to Sage 50, it has many unique features and procedures which sets Sage 200 apart. Support will be a crucial service that you will require in the early stages of use.
What about the future? Your Business Partner should always keep you informed of upgrades and legislative changes to your Sage 200 system BUT should also take the time to inform and help you realise the true potential of Sage 200 and the wealth of add-on modules that can help drive your business into the future.
Systems that you may require in the future could be Document Management systems, Barcoding and Warehouse management solutions, CRM, Construction, MRP and many others. Take the time to discuss these with your Business Partner. The ability to save many hours of work and cost could be as simple as adding another module to Sage 200. “There is an app for that” is quite true.
A Commercial Success?
How will you measure the success of your Sage 50 to Sage 200 upgrade? This should be an easy answer.
Yes, your data will be migrated, your users will be trained and you are using new functionality and procedures, but will you notice a tangible benefit to your business?
Have you just bought a more expensive Sage 50?
Are you just doing the same things as before but in a more complicated way?
Will I lose any functionality?
Will Sage 200 be more disciplined? Can my users cope with this?
We believe that a successful system will not only allow to continue your business activities from the first day you go-live but will also improve and add enhancements to your business on a regular basis, well into the future. Sage 200 is an investment that should last 15 – 20 years and grow with you as your business expands.
These enhancements and improvements could be as important as:-
Generating more sales due to better quotation functionality.
Linking your web-site shop to Sage 200 Sales Order Processing, saving time and duplication. Providing up to datestock levels, again saving time.
A better relationship with your suppliers, due to quicker payments and improved Purchase Order Processing.
Adding CRM to allow you to streamline your sales pipeline and e-mail marketing.
More disciplined Credit Control and debt chasing, get your outstanding debts resolved quickly and many, many more.
Do not just settle for one or two simple improvements, take the opportunity to change your business in ALL areas with Sage 200.
If you would like to discuss moving from Sage 50 to Sage 200, contact our Sage 200 Consultant team and let us discuss your next steps.
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