About Sales Creatio
Sales Creatio enables companies to automate their entire sales cycle, from lead to repeat sales, and manage sales processes of any type and complexity, from short ecommerce deals to complex B2B sales.
With Sales Creatio, sales professionals can build a 360-degree customer view, identify top clients who can fuel growth, manage sales processes and workflows, automate all types of sales via no-code and AI/ML scoring tools, and accelerate sales performance via intelligent goal setting, forecasting, and analytics.
Powered by Studio Creatio and equipped with no-code and AI\ML automation capabilities, Sales Creatio enables users to create highly automated sales processes, implement new business rules and UI sections into the system, and create flexible opportunity management strategies based on intelligent scoring, built-in best-practice sales templates, and extensive a/b testing options.
Key features of Sales Creatio:
* 360 customer view
* Collaboration tools
* Lead management
* Opportunity management
* Orders and invoices
* Field sales management
* Sales forecasting
* Contract management
* Business process management
*About Creatio *
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons.
Today, thousands of customers launch millions of CRM, operational and industry workflows with our platform every day in 100 countries! Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.
Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others.
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About Membrain
Membrain is the #1 sales effectiveness platform for teams working with complex sales, equips managers to coach to higher performance and makes it easy to execute on your sales strategy and enable salespeople to grow with each deal and optimize your sales strategy to gain competitive advantage.
Membrain can, depending on your needs, replace, run alongside or plug into your existing CRM. Membrain monitor the health of each opportunity, keep tabs on the weighted pipeline and help you produce forecasts based on progress, commitment and understanding of your buyer.
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About Odoo Sales
Impress your clients by sending polished, professional quotations with the greatest of ease; complete with easy-to-use eSignature and online payment options. With the Odoo Sales app, companies can now choose from an array of sophisticated templates for their quotations, as well as preview exactly what the customer will see.
The efficient design and intuitive interface of the Odoo Sales app allows companies to close deals faster than ever before. Which, in turn, helps them get paid quicker. And, thanks to the useful eSignature feature, customers can easily review and sign online quotations from anywhere in the world.
This fully integrated app allows users to communicate more effectively and efficiently. Odoo Sales lets users get custom alerts for relevant activities, communicate directly from quotations (via email), and automatically keeps complete records of negotiations.
In our latest version, we have updated Incoterms based on 2020 legislation. Also, users can display margins (both as a percentage and as an amount) on Quotations and Sales Orders. In addition to that, they can now categorize orders with tags. Confirmed orders with delivered items will now show a wizard to guide users on how to handle them when they try to cancel.
Maximize Revenue
Design, implement, and adjust your pricing strategy to maximize your company’s revenue. Use pricelist rules to compute the right price, based on customer conditions. Convince customers to buy more with custom discounts and coupons.
Quotations to Sales Orders
Convert quotations into sales orders with a single click, or you could just as easily let the customer sign off on it with a simple eSignature in seconds.
Contract Management
Invoice customers based on time and materials, easily record contracts, track invoicing phases, maintain renewal and upselling opportunities, as well as manage your subscriptions with Odoo's recurring contracts.
Improve Customer Relations
The customer portal gives your customers access to their quotations, sales orders, and delivery orders. Save time and use Odoo to easily get eSignatures on NDAs, contracts, or any PDF document.
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FAQs
Does this service integrate with any other apps?
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Creatio integrates with most common apps, incl.:
- Twitter
- Facebook
- Google Contacts and Calendar
- LDAP
- IMAP
- MS Exchange
- OpenStreetMap
- MailChimp / Mandrill
- Asterisk
- Avaya Experience Platform
- Brandwatch
- Google Maps
- Meta for Business
- MS Outlook
- SmartCloud Connect
- Microsoft Office Applications
- Pentaho
- Tableau
- PBX integration and cloud telephony services etc.
Does this service offer an API?
-
Creatio provides extensive integration capabilities (.Net tools, REST, SOAP, OData, open API), advanced identity and access management, and flexible organization structure management, all of which ensure swift integration of Creatio into the software ecosystem of any company.
Who are the main user groups of this service?
-
- Enterprises
- Mid-size companies
What is this service generally used for?
-
- 360 customer view
- Collaboration tools
- Lead management
- Opportunity management
- Orders and invoices
- Field sales management
- Sales forecasting
- Contract management
- Business process managemen
Does this service offer guides, tutorials and or customer support?
-
Support:
- Phone support
- Knowledge base
- Customer success management
- Academy
- Community
- ITIL/ITSM
What are some applications this service is commonly used in tandem with?
-
Creatio integrates with most common apps, incl.:
- Twitter
- Facebook
- Google Contacts and Calendar
- LDAP
- IMAP
- MS Exchange
- OpenStreetMap
- MailChimp / Mandrill
- Asterisk
- Avaya Experience Platform
- Brandwatch
- Google Maps
- Meta for Business
- MS Outlook
- SmartCloud Connect
- Microsoft Office Applications
- Pentaho
- Tableau
- PBX integration and cloud telephony services etc.
What platforms does this service support?
-
Platforms: Android, iOS, Mac, Windows, Web-based.
Does this service offer multi-user capability (e.g. teams)?
-
Software offers multi-user capability.
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FAQs
What is this service generally used for?
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MAKE IT EASY FOR YOUR TEAM TO EXECUTE YOUR SALES PROCESS
Struggling to implement your sales strategy? Are your salespeople stuck in old ways? Sales teams that follow a structured sales process achieve 48% higher win-rates. Membrain makes it easy for your team to execute your sales strategy by actively guiding your team through your sales process and playbooks.
ENABLE YOUR TEAM TO DRIVE SUCCESSFUL BEHAVIORS
Is your sales training forgotten or ignored? Is your sales collateral hard to find? Sales training is quickly forgotten if not reinforced. Membrain drives winning behaviors by placing content in context, enabling skills development and alignment. Membrain allows you to integrate educational information, collateral, and guides in the right context - your sales process.
EQUIP SALES LEADERS TO EFFECTIVELY COACH THEIR TEAM
Hard to find the time to coach? Difficult to know who to coach, how and when? Do you have to rely on a small group of top performers to reach revenue targets? Sales coaching has proven to be the leading driver in increasing sales performance, but too few do it well. Membrain equips sales leaders to effectively coach their team by providing the information, context, and tools needed to coach sales teams to higher levels of performance.
CONTINUALLY OPTIMIZE YOUR SALES STRATEGY
Does your team rely on discounts to win? Is your pipeline full of deals that will never close? Can’t trust your forecasts? Membrain helps you continually optimize your sales strategy to build predictable sales performance and a sustainable competitive advantage. All the tools you need to stay one step ahead.produce forecasts based on progress, commitment and understanding of your buyer.
Who are the main user groups of this service?
-
Companies with 50+ employees
Manufacturing - Industrial - Construction - Software - Medical devices - Recruiting & staffing - Automotive - Chemicals -Oil & Gas - Logistics & Shipping
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FAQs
What platforms does this service support?
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All Odoo apps support Windows, Android and Cloud-Based.
Does this service offer guides, tutorials and or customer support?
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Yes. Our Odoo experts are readily available to provide guidance and free demos of our products. We have an online chat, or you can contact our customer support service during business hours.
Does this service integrate with any other apps?
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Yes, it integrates perfectly with all of our applications.
What are some applications this service is commonly used in tandem with?
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All Odoo applications can be perfectly integrated, and therefore function very well together.
Does this service offer multi-user capability (e.g. teams)?
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As with all Odoo applications, you can choose the number of users you would like.
Who are the main user groups of this service?
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Odoo works for any company that wants to grow/scale without being slowed down by their internal system. There is no time lost on database migration, Odoo offers great usability, and affordable plans for businesses of any size and industry.
Does this service offer an API?
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Yes, you can get a web-service API to access all your custom objects easily. No extra code required.
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Other
Who uses Sales Creatio
Desktop Platforms:
- Web App
- Windows
- Macintosh
Mobile Platforms:
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish, Indonesian, Dutch, Thai, Ukrainian, Vietnamese
Regional Restrictions:
except Russia and Belorussia
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Other
Who uses Membrain
Desktop Platforms:
Mobile Platforms:
Languages:
English, Swedish, Dutch, Italian, French
Regional Restrictions:
No restrictions.
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Other
Who uses Odoo Sales
- Freelance
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
Mobile Platforms:
Languages:
Arabic, Bulgarian, Catalan, Czech, Danish, German, Greek, English, Estonian, Basque, Finnish, French, Hebrew, Hindi, Croatian, Indonesian, Japanese, Georgian, Korean, Latvian, Macedonian, Dutch, Portuguese, Russian, Slovenian, Spanish, Thai, Vietnamese, Chinese
Regional Restrictions:
No restrictions.
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