5
5 (14 ratings)

Scoring models for Creatio

Manage your business tasks with a universal scoring model management tool!

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    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
    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.

    Price
    Scoring models for Creatio cloud / on-site subscription
    $ 2.400
    / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.12 and up
    DBMS
    MS SQL
    PostgreSQL
    Platform
    .Net Core
    .Net Framework
    Guides and manuals

    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 make a scoring customer lifecycle setting:

    1. Create a new record in the “Scoring customer lifecycle”  section.
    2. Add the identical name and choose the section for which scoring model must be built.
    3. Add the conditions with points and set up the filter for them.
    4. Add the actions that must be happen when the points are reached and value of field that must be changed.
    5. Save the changes.

    As the result the value of chosen field will be changed after points are reached.

     
    To activate the trial period for 14 days, send the following information to care@salesup-it.com:

    • The name of the company
    • Customer ID
    • Website address

    Leave your feedback about the solution to its developer and Marketplace team