Overview

Sales Creatio is an AI-native, composable sales management platform designed to drive revenue growth and sales excellence. It offers a comprehensive suite of capabilities to manage the entire sales cycle, from lead generation to order fulfillment. Sales Creatio empowers sales teams with AI-driven tools to automate tasks, gain deeper customer insights, and improve overall sales effectiveness. The platform provides a 360-degree view of customers, end-to-end lead and opportunity management, sales forecasting, and order and contract management. By leveraging AI, Sales Creatio helps businesses optimize their sales processes, increase productivity, and make data-driven decisions.

Features

• Customer 360: Provides a complete view of contacts and accounts, utilizing Creatio.ai to power analytics and gain deeper customer insights and anticipate customer needs.
• Lead and Opportunity Management: Automates lead processing and manages the sales pipeline, using Creatio.ai-driven lead scoring and prioritization to focus on high-potential opportunities. Automates lead distribution and follow-ups based on AI-powered recommendations.
• Sales Productivity: Coordinates sales task management, communications, and team collaboration. Creatio.ai drives task prioritization and intelligent alerts for critical actions and assists with communication, meeting preparation, and follow-ups.
• Sales Forecasting: Offers full-blown sales forecasting and sales performance management. Creatio.ai uses Predictive AI for accurate forecasting and performance planning, including scenario modeling and revenue prediction and dashboards powered by AI insights.
• Order and Contract Management: Manages omnichannel orders, proposals, and contracts. Creatio.ai assists with contract creation and review for faster approvals and reduced errors and helps optimize order processing and identify potential bottlenecks.
• AI Skills for Sales: Automates routine tasks and provides deeper insights, freeing up sales teams to focus on value-added activities.
• Guided Selling: Provides guidance and support to sales reps throughout the sales process.
• Sales Workflow Management: Streamlines and automates sales processes.
• Partner Relationship Management: Manages relationships with partners to drive sales.
• Sales Intelligence via AI/ML: Provides insights and recommendations based on AI and machine learning.
• Sales Performance Analysis: Tracks and analyzes sales performance to identify areas for improvement.
• Field Sales: Supports field sales teams with mobile access to key information and tools.
• Sales Enablement: Provides sales reps with the resources and tools they need to succeed.
• Mobile Sales: Enables sales teams to access the platform and manage sales activities from anywhere.
• Project Management: Helps manage sales-related projects and initiatives.

Benefits

• Increased Revenue: By optimizing sales processes and improving sales effectiveness.
• Improved Productivity: By automating tasks and providing sales teams with the tools they need to work more efficiently.
• Better Customer Insights: By providing a 360-degree view of customers and leveraging AI to analyze customer data.
• Data-Driven Decisions: By providing accurate sales forecasting and performance analysis.
• Enhanced Collaboration: By facilitating communication and collaboration among sales team members.