SalesUp Scoring models for Creatio
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Manage your business tasks with a universal scoring model management tool!

Overview

Product overview

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.

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
7.12 and up

Pricing

Monthly
Annual
SalesUp Scoring models for Creatio cloud / on-site subscription
$ 200.00 user / month
billed annually

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.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

Setup guide

There are two ways to install the application:

  1. Automatically - by specifying the site address and clicking the "Install" button
  2. Manually - by downloading the archive with packages and installing by the applications installation wizard.

To request SalesUp demo licenses for 14 days:

  1. Go to the "SalesUp License Manager" in the system designer.
  2. Click the "Request licenses" button.
  3. 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.

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Core (deprecated from 8.0.9)
.NET Framework

Compatible with Creatio

7.12 and up

Versions

Versions history

Version
Compatibility
Release date
1.2
7.12 and up
31.03.2023
Release summary

Product packages conversion to assembly packages

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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