Field sales for Creatio
Field sales management: a schedule of visits, field sales rules and order placement
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Field surveys in mobile application
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Customer route mapping in mobile application
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
‘BCG matrix’ dashboard
Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
"Opportunity management" dashboard
"Opportunity management" dashboard
Analytics with key performance indicators for opportunity management
