Keen Solution Sales for Creatio

Keen Solution Sales for Creatio extends the no-code Sales Creatio product to enable companies to achieve excellence in selling their solutions. It is for any B2B or B2G company. It is for B2C companies that sell relatively complex solutions, for example those requiring assessments, quotes, and installations.
Keen Solution Sales (KSS) extends Sales Creatio by providing enterprise-class functionality for managing accounts, orchestrating teams, generating quotes, developing proposals, responding to solicitations (RFIs, RFPs, etc.), streamlining approvals, managing territories, and more. For opportunity management, KSS offers more than a half-dozen pre-configured sales methods or paths (on which the pipeline is built) to reflect different types of sales, for example a net-new contract vs a change request vs a contract renewal.
KSS is appropriate for any industry in which relationships, teams, and proposals are integral to the process of selling.  The application was inspired particularly by the methods and requirements that prevail in the selling of professional services, manufactured goods, and complex consumer offerings.

Use cases:

• Account Teams: Organize your account teams across different departments and/or different organizations.  Develop annual plans.  Define and monitor metrics.  Boost efficiency via automated updates, invitations, and approvals. 
• Bid & Proposal Teams:  Again, assemble teams across different departments and organizations.  Assign roles and responsibilities.  Orchestrate tasks and send alerts at important trigger points.  Control the drafts and approvals of quotes, proposals, and presentations.  Include the finance and legal teams in all the foregoing.
• B2C Service Delivery:  Respond efficiently and effectively to leads.  Dispatch your professionals for inspection and assessment.  Develop and submit your quotes and proposals.  Schedule your team for the work to be performed.
• Public Sector RFPs:  Organize data and documents for RFIs, RFPs, etc.  Assemble teams and assign roles, including automation and reports for "pink, red, gold" review methods.  Manage and retain the drafts and approvals of your response documents.
• Seamless Transitions:  Convert from lead to opportunity to contract to project seamlessly on a single integrated CRM platform with automations for efficiency and controls for authorization of who can see and do what in the system.
• Project Resource Planning:  Bring the project-staffing team into the latter stages of an opportunity, so as to be prepared for a smooth transition from contract execution to project initiation.   

Key features:

• Notes & Correspondence: Make it easy for your team to capture and retrieve call notes and correspondences with prospects and customers. Enable leaders in the sales organization to track interactions and updates on the deals and accounts of most importance to them.

• Affiliations & Relationships:  Capture and maintain the complex web of organizational affiliations and personal relationships that characterize the environment for solution sellers.

• Quote & Proposal Management: Track key milestones for preparing bids. Automate team meetings and communications. Generate and approve both versions of quotes and drafts of documents. 

• Multiple Sales Methods & Pipelines:  Define and manage multiple "ways of selling" in your organization, so that management gets the information that it needs while the field organization can obtain the flexibility that it needs.

• Document & Asset Management:  Leverage powerful Creatio functionality for all your sales-related collateral, templates, and documents, whether for the field organization and the opportunities it is pursuing... or for your customers and partners for the information they are expecting and requiring.

• Contract & Project Connections:  From any account or opportunity, create contracts and launch projects at click of a button, 1) avoiding the inefficiencies and errors of re-entering data across one or more systems, and 2) keeping data and workflow in sync across sales, delivery, and administration. Please note that the connected objects for contracts and projects are not part of Keen Solution Sales and therefore require appropriate products like Keen Contracts Management or Keen Portfolios & Projects to supply the relevant functionality.

Notes:

• Leverage.  This application is powered by the no-code Creatio BPM / CRM platform, which provides rich baseline functionality for relationship management, workflow automations, stakeholder communications, mobile apps, portals, dashboards, and more.  
• Implementation.  As a pre-configured application leveraging the Creatio BPM / CRM platform, this application can be implemented a handful of weeks, with the duration being mainly a function of how much process-design work is desired; how much data is to be cleansed and imported; how many non-CRM systems are to be integrated; and how much focus your organization can commit to the implementation project.  
• Integration.  This application integrates with other systems per modern industry methods (REST APIs, OAuth, webhooks, and more) using no-code tools and pre-configured connectors.  
• Extension.  Due to the power of the no-code Creatio BPM engine, the platform can readily be enhanced and extended to support future requirements, even new areas of operations.