Segment builder

Learn more about Creatio

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

Platform Features

Watch Sales Creatio overview  or learn more about Creatio

System Designer from Sales Creatio

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.

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.

Watch Sales Creatio overview 

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.

Watch Sales Creatio overview 

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.

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 

Project management

Leverage Sales Creatio to efficiently manage both internal and external projects. Set project deadlines, manage costs, assign tasks to owners or teams.

Watch a short video overview

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.

Watch a short video overview

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

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

Provide high quality customer care, maintain satisfied customers and make every customer interaction more informative, effective, and profitable!

The intuitive Sage CRM interactive 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.

Orders list

Easily manage orders, using Sales Creatio. You can classify orders by account type (individuals or legal entities), 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.

Watch Sales Creatio overview 

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, monitor the actual visits by geo-tags from field sales rep check-ins in each of the locations. 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 on 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.

Learn more about Creatio Sales from a quick video overview 

Lead generation

Lead generation from Sales Creatio provide you with the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into the 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.

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.

Watch a short video overview 

Lead qualification

Thoroughly qualify each lead to save time by working only with sales-ready leads. Use Sales Creatio for merging lead duplicates, link a lead to the relevant account, enrich lead data with insightful intelligence to get it fully prepared for a sales follow up

Lead distribution

Once 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 can be assigned to lead nurturing campaigns.

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 number and quality of the new leads, conversion rate, etc. All this will help to increase the conversion of prospects into the sales ready opportunities.

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 event.

Find us on Facebook, Twitter or LindkedIn. Learn more about Creatio here.

360° customer view- Account and contact management

Account contact management building a 360-degree view of your customers. Use Sales Creatio to keep 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.

Find us on LinkedIn, Facebook or Twitter

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.

Opportunity tracking

Opportunity management – the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyze 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 summarizing all decisions and agreements that were made.

Sales analytics

Get comprehensive statistics on opportunities in Sales Creatio. Evaluate the efficiency of sales on each of the stages, identify 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 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 company’s performance at each opportunity stage, identify ‘botlenecks’ in the opportunity conversion between the stages, evaluate pipeline integrity, 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.

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 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 the 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.). Visualize process data using custom dashboards, identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.

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.

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.

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 remove modules and scale the number of users up or down to match the flexibility of your business.

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.

Sage CRM Benefits for

Sales Teams

Gain full visibility of what is happening with every prospect and customer

Highly graphical reports and charts can be displayed on the dashboard for quick reference enabling users to analyse data in real-time.

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.

✓ 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.

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