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Description
Product description
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.
Languages
Additional resources
Pricing
Price
$ 2.400
/ year
The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
Support is provided by a developer within the “Basic”, “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
The company-developer provides migration packages for new versions for free for On-Site solutions. The migration is performed by the customer independently or with the involvement of the developer on a paid basis.
Support contacts
Email
care@salesup-it.com
Reviews
Installation
Product compatibility
Product
All products on Creatio platform
Version
7.12 and up
DBMS
PostgreSQL
MS SQL
Platform
.NET Core (deprecated from 8.0.9)
.NET Framework
Deployment options
Cloud
On-site
Account data sharing
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
Guides and manuals
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
To request SalesUp demo licenses for 14 days:
- Go to the "SalesUp License Manager" in the system designer.
- Click the "Request licenses" button.
- In the modal window that appears, select the product, fill in the company name, email for communication and click the "submit" button.
A temporary license of Sales'Up for 14 days will be installed independently.
What's new
What's new?
Version 1.2
Product packages conversion to assembly packages
Type
Compatibility
The cost of the product is indicated for the company without limitation on the number of users.
As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.