Marketing & Promotion

Lead management

Increase lead-to-opportunity conversion rates by automating the entire lead management lifecycle - from the first contact to hand-off to sales.

Campaign management

Engage your customers by designing, executing, and optimizing omnichannel marketing campaigns.

Trade promotions

Increase channel participation by providing a seamless experience of manaigng end-to-end trade promotion cycles.

Channel rebates and MDFs

Remove friction through automation of marketing development funds, partner rebate submissions, reviews, and approvals.

Sales & Distribution

Opportunity management

Increase win rates by automating workflows for different types of sales opportunities (B2C, B2B, B2B2C).

Partner relationship management

Easily manage your contacts and accounts via a single database and enjoy 360 view into your customers' and partners' profiles, history, and engagement status.

Field visits

Boost effieiency of field sales activties via a mobile app for scheduling, routing, visit execution, order placement, and reporting.

E-commerce orders processing

Grow the number of online orders and customer satisfaction through automation of freight/service order placement and validation.

Sales forecasting

Create and manage forcecasts in multiple dimensions by divisions, terrirotires, load types, and other parameters.

Quotes, Orders and Invoices

Product catalog and configuration

Keep product information in sync via a digital catalog, easily create product bundles that factor in different price lists, margins, and other parameters.

Quote management

Ensure accurate generation of quotes and invoices based on single-source product and pricing data and business rules support.

Order processing

Deliver timely order fulfillment by automating diverse order processing workflows.

Billing and invoicing

Generate invoices in seconds, track status of your invoices, and get complete visibility into the payment flow.

Production Management

Product lifecycle management

Reduce product development time, and increase margins by streamlining design, production, deployment, and maintenance workflows.

Resource assignment

Elevate operational performance by managing, tracking, and allocating resources while keeping inventory data in sync between multiple divisions.

Work order management

Streamline day-to-day operations by effectively managing work orders, schedules, documents, and maintenance tasks.

Performace monitoring

Have full visibility into your real-time and historical performance data based on a 360 degree view of your production assets and workflows.

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Customer Support

Omnichannel case management

Streamline customer and partner support via omnichannel helpdesk and self-service portals, ensure fast problem resolution and feedback loop.

Warranty management and parts replacement

Improve customer satisfaction by automating warranty processes and reducing the time for processing claims.

Dispatching and work orders

Assign work orders, coordinate schedules of field reps, and keep in touch with your customers via integrated scheduling, dispatching, and communication tools.

Returns processing

Minimize time and effort for product returns by managing returns, recalls, and refunds via a single customer support system.

Channel rebates and MDFs

Boost your NPS by automating workflows for managing satisfaction surveys, feedback analysis, and follow ups.

Procurement

Request management

Orchestrate purchasing plans, requests, and forecasts via automated workflows that ensure that any needs are properly submitted, tracked, and executed.

Vendor management

Build stronger relationships with partners, suppliers, and contractos by supporting their diverse needs via a digital self-service portal.

Procurement lifecycle management

Integrate your procurement lifecycle into a set of automated and highly transparent workflows while ensuring across-the-board data synchronization.

RFx management & contracting

Easily maintain a single source of truth for your contract management and enable your team to close contracts faster with efficient collaboration tools, guided workflows, and templates.

Supply Chain Management

Supply chain planning & tracking

Ensure that all product input is properly timed and tracked, automate distribution workflows, and minimize production downtime via automated delivery processes.

Shipment lifecycle management

Automate shipment scheduling to avoid delays, track goods and fleet en route, and keep your inventory and delivery data in sync.

Inventory planning & control

Automate product data sharing and syncronization between multiple divisions, and avoid over-/understocking in warehouses.

Risk & Compliance Management

Customer privacy management

Implement personal data compliance workflows in accordance with the industry’s best practices and data privacy regulations (GDPR, CCPA, etc.).

Regulatory compliance control

Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.

Legal case management

Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration process.

Certification development

Track, monitor, and manage certification processes throughout the entire organization to ensure regulatory compliance.

Internal audit

Manage audit workflows across all required financial, physical, and legal assets within your organization.

Corporate Services

Employee lifecycle

Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.

Employee request management

Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)

Collaboration & knowledge sharing

Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.

Customer success and genuine care

Constantia Flexibles uses Creatio to consolidate and harmonize sales workflows across global offices.
Visteon has automated end-to-end quotation lifecycle management workflows.
OKI leverages Creatio to streamline service management through regional channel partners.
Haynes International leverages end-to-end customer management capabilities of Creatio.

Partners and marketplace ecosystem

Industry-focused Implementation partners
Top marketplace applications for Manufacturing
Add-on
Field sales
Field sales for Creatio

Field sales management: a schedule of visits, field sales rules and order placement

Certified
Trial
Connector
StarfishETL for Integration
StarfishETL connector for Creatio

Integrate Creatio with your solutions, in-house or cloud

Add-on
Field surveys in mobile application
Field surveys for Creatio

Customer field surveys in Creatio mobile application

Free
Connector
Geo-analysis, routing, territories and automation
Mapsly connector for Creatio

Feature-rich yet customizable map for geo-analysis, routing, territory management, prospecting and automation

Free
Add-on
Geolocation powered iOS application
SalesAccel for Creatio
Geolocation powered iOS application for managing customer relationships
Connector
DocuSign Connector for Creatio
DocuSign Connector for Creatio

Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze

Template
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation

Expenses accounting and automatic margin calculation against fully settled invoice

Free

Related Resources

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