BPM&CRM

Proceed serves as the Leading integrator of the global Creatio company.

Proceed serves as the leading integrator of the global Creatio company.

Creatio Is a Unique System That Stands Out As A Combined BPM System and CRM System. Creatio’s Primary Advantage Is In Connecting The Two Worlds, and Making Customer Relations An Integral Part Of The Organization’s Business Processes.

CRM is a customer relations management software.

CRM systems usually address three key aspects of customer relations – service, sales and marketing.

The software enables documenting extensive and varied information about the company’s customers.

From general details about the customer to the smallest detail such as: who was the first company representative to make a transaction with the customer, what did the customer buy and when, when was their last interaction with a company employee, is the customer satisfied with your service and more. This significant database can help improve customer relationships, better understand the customer’s needs, increase customer satisfaction and identify additional products that may be of interest to the customer, thus increasing sales. The system may also serve to create a customer profile that can help reach more customers.

A CRM system is essential in working with customers in order to improve relationships with customers, retain customers, gain new customers and increase sales.

BPM, or Business Process Management, is a software that enables automating various business processes.

These processes usually involve several people inside and outside the organization. In order for such a process to be successful, the company must define it and automate actions that will allow proper and efficient management of the process. Using BPM can improve business processes and diagnose problems. BPM also enables the digitization of business processes and supports organizational efficiency.

Proceed serves as a leading integrator of the global Creatio company. Creatio is a unique low-code-based CRM system that integrates BPM and automated processes.

Creatio is a unique system that stands out as a combined BPM system and CRM system. Creatio’s primary advantage is in connecting the two worlds, and making customer relations an integral part of the organization’s business processes.

The system is based on Low Code / No Code technology that enables defining business processes very quickly, without the need for advanced technological knowledge, giving end users the ability to develop business solutions by themselves and for themselves.

This technology enables fast, safe and cheap development resulting in lower TCO (Total Cost of Ownership) and enabling a quick response to the organization’s business needs.

Creatio is a unique low-code based CRM system that integrates BPM and automated processes.

Creatio is a unique low-code based CRM system that integrates BPM and automated processes.

Service

Single omni-channel platform for internal and external service management

Service

Sales

End-to-end sales management platformto accelerate sales processes of any complexity

Sales

Marketing

Multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue

Marketing

Studio

Open no-code platform for automating processes and creating your own IT solutions

Studio

Additional Creatio system benefits

  • Allows for the involvement of multiple persons in the process while continuously coordinating between them
  • Breaks the project down into several stages and several required elements
  • Converts complex business processes into simple processes in the system
  • Digitally coordinates within the organization and outside, between different companies
  • Provides transparency at all stages of development for the benefit of the involved parties
  • Enables transparency, control and monitoring of several projects at the same time 
  • Enables identifying bottlenecks in processes and ensuring optimal efficiency
  • Implemented as a cloud system or cloud on primes

CRM Creatio key features

Unified CRM experience

Boost productivity and collaboration with the unified UI/UX, shared database, and multi-team, multi-workspace data processing workflows across all CRM Creatio modules.

360-degree customer view

Deliver personalized customer experiences with full visibility into the customer’s profile, history of interactions, and AI/ML-generated insights based on customer-specific internal and external data.

360-degree customer view

Deliver personalized customer experiences with full visibility into the customer’s profile, history of interactions, and AI/ML-generated insights based on customer-specific internal and external data.

End-to-end workflow automation

Design and automate CRM, operational, and vertical-specific workflows of any complexity and across multiple business functions, use cases, and channels.

Real-time analytics and reporting

Apply extensive built-in analytics, reporting, and KPI monitoring tools for common CRM scenarios as well as easily design custom dashboards and vertical-specific BI applications with no-code.

What you can do with Creatio CRM

Align your sales, marketing, and service teams with a seamless lead to repeat customer process based on the unified CRM Creatio workflows and single-source database.

Create and manage multichannel marketing campaigns of any type and complexity. Evaluate marketing efficiency and optimize campaigns with rich CRM analytics.

Automatically identify the areas where you need to improve your sales efforts. Analyze and track your sales pipelines by stages, best reps, win/loss rate, etc.

Improve customer service, accelerate response times, and personalize customer communications across all channels. Boost your CSAT, NPS, and CES scores.

Creatio offers automation tools for sales processes, such as lead management and opportunity tracking. These tools can help sales teams identify cross-selling and upselling opportunities and take action on them quickly.

Creatio can monitor customer interactions across various channels, such as email, social media, and phone. This information can be used to identify opportunities for cross-selling and upselling.

Other solutions proceed can offer you

Other solutions proceed can offer you

Setting up and
guiding PMO Planning &
Control entities

The challenge: The setting up of Planning & Control entities (PMO bodies) is a complex field of expertise. Such entities must be suited to the organization’s level of readiness, its management style and to the organization’s supporting infrastructures.

Let’s talk

77 Ben Gurion St., Tel Aviv
Zip Code 6451406
Phone: + 972-3-7622958

WhatsApp: + 972-52-6335554
Email: ContactUs@proceed.co.il

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