SalesUp Scoring models for Creatio

Sales'Up Scoring models for Creatio helps to solve your business tasks using a universal scoring model management tool.

Change the values of the lookup fields in Creatio according to any characteristics by simple and convenient wizard.  You can be sure that your contact and account database data is always up to date using this product.

Use cases:

• Increase time efficiency of sales department employees utilization by selecting a segment of customers with a high degree of readiness for a deal.
• Change the account`s category depending on the amount of sales for the quarter automatically.
• Updating the status of sales, orders and customers at the moment when the customer is ready to start sales activities.
• Change the contact status from "active" to "leaving" when the communication frequency is decreased.
• Complete sales and order cards with information on selected fields depending on selected conditions automatically.

Key features:

• Assigning points to system objects when the specified conditions or criteria are achieved.
• Setting up the system actions after reaching a certain number of points.
• Provides support for all system objects (including self-developed).
• Simple and convenient selection of change conditions in objects by Creatio`s dynamic filtering.
• Access to any system lookups to update information.
• Setting up the changing objects frequency  and manually triggering the update.