process management and CRM

Marketing Management

Software

Streamline personalised communication across all channels to boost lead generation and customer retention. Watch Marketing Creatio video Overview ↪

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process management and CRM

Software Designed

To Manage Marketing

Leverage Full Customer Profile.

Marketing Management Creatio

Product Features

Orchestrate customer journeys and accelerate lead-to-revenue

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.

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Socio-Demographic Data

✔ Track and Manage Customer Needs and Preferences
✔ Track and Analyse Historical Customer Interactions
✔ Automated Data Enrichment finding all Customer Information
✔ Add weights to each parameter in a Customer Profile
✔ Import Data straight from the Excel
✔ Analyse and adjust customer Database            

Socio-demographic data in creatio

Segment Builder

Segment your database and build data selections of any complexity. For a truly personalised approach, build custom target segments based on the data stored in the system, such as the history of orders and requests, responses, interests and needs.

You can use filters to create dynamic groups of accounts and contacts or create static groups manually.

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Targeted Segments

✔ Target by History of orders and requests
✔ Target by responses
✔ Target by interests and needs
✔ Add target audiences to bulk emails or events
✔ Use quick filters to divide the audience by interest, role or other criteria
✔ Create dynamic folders for audience segments
✔ Create static folders and fill them manually
✔ Build personalised campaigns for each segment.
✔ Generate leads and hand off only warm prospects to sales

Customer Segmentation in Creatio

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.

✔ 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 channel

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Extra Functionality

Stop losing your deals and start identifying your B2B website visitors in real-time with Leadinfo Addon

✔ Real-time Lead Generation
✔ Website Navigation Activity Tracking (Record Screen Navigation)
✔ Automated SMART Triggers
✔ Sales Collaboration Feature
✔ Lead Scoring

Website Visitor Identification

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.

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Lead Management

✔ Check lead profile accuracy
✔ Search for duplicate leads
✔ Connect leads to relevant accounts
✔ Enrich lead data with insightful intelligence
✔ Search for similar leads in the system
✔ Qualify Lead
✔ Handoff to Sales
✔ Record the history of communications
✔Apply end-to-end pipeline analysis
✔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.

Lead Management Creatio

Trigger Campaigns

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.

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Trigger Campaigns

✔ Set up trigger emails based on lead behaviour
✔ Segment audiences using smart filtering capabilities
✔ Build up your communications with prospects
✔ Stimulate your prospects’ interest
✔ Automate lead nurturing campaigns
✔ Build multichannel campaigns
✔ Optimise marketing campaigns using analytical tools
✔ Analyse campaigns by the number of generated leads and  conversions rates

Trigger Campaigns

Personalised e-mail Campaigns

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.

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Personalised Marketing

✔ Personalise your communications using Macros
✔ Identify customer interests by analysing bulk email clicks
✔ Leverage the click diagram
✔ Identify the best time for communications
✔ Use the click heat map to identify the most popular links in bulk emails
✔ Create eye-catching email templates for your bulk email
✔ Utilise ready-to-use templates and optimising for multiple devices and e-mail providers
✔ Split-testing

Marketing Management

Event Management

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.

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Event Management

✔ Plan and manage all events
✔ Manage event promotions, advertising campaigns
✔ Plan conferences, webinars and other off- and on-line activities
✔ Track dates and locations
✔ Segment target audience
✔ Plan budget and assign team
✔ Track responses connected to event

Event  Management
Creatio for marketing management

BPM ENGINE. LOW-CODE PLATFORM. UNIFIED CRM.

*Book a Free 14 Day Trial of Creatio for Marketing or  talk to your personal low-code/no-code expert to learn how you can create enterprise-grade multiexperience apps and processes in hours! www.creatio/trial.com

One Platform to Manage it All!

Apply customer-related data from all touchpoints to develop a holistic view of your customer preferences and needs. Use a 360-customer view to build more targeted communications with clients.

Service Management
Service Management via Creatio helps you build perfect customer service processes in any industry. Manage customer experience using the best solutions to fit your customers' needs.
Sales Management
Service Management via Creatio helps you build perfect customer service processes in any industry. Manage customer experience using the best solutions to fit your customers' needs.
Marketing Management
Service Management via Creatio helps you build perfect customer service processes in any industry. Manage customer experience using the best solutions to fit your customers' needs.

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make the right decisions

How much will it cost me?

Choose Marketing Creatio to streamline engagements across the entire customer journey

Data storage

Data volume that is stored in Creatio. 1 GB storage for each user is already included in the subscription. Cost of additional 1 GB of storage space is $20 per year.

Fixed IP address

Linking a client to a specific IP address that cannot be changed without a client’s approval. This service costs $230 as a setup payment and $230 per year per one site.

Site for development

Additional system instance, used for development and testing. When purchasing subscriptions for over 20 users, an additional system instance could be provided for two users free of charge. When purchasing subscriptions for fewer than 20 users, an additional system instance is provided according to the price list of the chosen product. There is an additional charge for disk storage space.

Backing-up

File that the client can independently download via FTP. This service costs $800 per year. Additional charge for disk storage space applies.

Deployment on dedicated servers

The ability to deploy a system on a dedicated server where other companies’ systems are not hosted. It enables a more flexible system configuration and customization. The cost of this service is calculated separately and is based on the resources required. Recommended for organizations that have one of the following requirements: Resource-intensive integrations, project improvements. Increased security level. The need for more flexible configuration of the OS and the installation of additional software on application servers and DBMS. Maintaining a continuously high performance level and excluding the impact of other system instances. Custom maintenance window requirement.

VPN Tunnel

Secure access between a client’s IT Infrastructure and a client’s site in the Cloud. Mainly used for safe integration setup. This service costs $1950 as a setup payment and $800 per year for one site. The service has limitations to be clarified before purchasing.

On-site Development

System development and testing on company’s own servers. When purchasing subscriptions for 20+ users, 2 subscriptions for development and testing needs are offered free of charge.

Technical Support

Creatio provides technical support in packages — Basic, Business, and Premium. The purchase of a support package is mandatory when buying software subscription. The packages are purchased for a period of not less than one year for all products that are used by the client.

Millions of workflows automated by thousands of clients

the best crm software

Creatio products are used by thousands of organisations to manage customer-facing processes and deliver an exceptional customer experience.

CRM software for sales

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