Associate Product Consultant at a tech services company with 201-500 employees
Consultant
Top 20
2025-09-10T10:01:53Z
Sep 10, 2025
I have worked with Sales Creatio. I personally have been working with it for about two years since September 2021. I moved on to something else after that period. I worked with Sales Creatio before they implemented their new design. I am not certain whether it was just Sales Creatio or the three combined versions. What I worked on was a very basic version of Sales Creatio without many of the modules they were offering. We implemented it for telecommunications companies, financial institutions, and banks.
We're using Sales Creatio for its basic purpose. We provide service to our clients, particularly tech support, and that's very important. Clients call in if something's not working, because we implement Sales Creatio and other solutions to clients, e.g. general clients. If they have a problem, they'll send us a ticket. We register the ticket, provide support within one hour or two hours depending on the agreement we have with these people, and that's just the basic with the client. We also have sales, particularly sales processes. We qualify the leads. We have the marketing processes. We have the lead qualification. Once we get to a certain level, the lead gets assigned to the sales person and that person starts the process, and we go through each of the stages until we close. We then close the loop by assigning a team to implement and install. Now, we're done with our sales. It's a project. We go through the whole cycle of the sales process. We have the lead qualification, then the sales assignment, then we close the project, and then it becomes a project. We manage the project: all the stages, meetings, and schedules. When everything is said and done, clients start calling in for tech support. That's what we do.
Senior Sales Manager at a tech services company with 1-10 employees
Real User
Top 5
2021-11-02T23:52:40Z
Nov 2, 2021
The use case is B2B sales and working with manufacturers and distributors selling high-tech equipment. In terms of the version, it is always up-to-date.
Due to Creatio’s versatility and customizability, almost all business problems can be solved using the various flexible tools that the software has to offer.
Sales Automation Software to accelerate the complete sales cycle — from lead to repeat sales
Sales Creatio is a cloud CRM system for comprehensive sales force
automation from lead management to large enterprise sales. Employ
out-of-the-box reference processes to manage the entire sales cycle!
The product guides users through the entire sales process from the
initial communication with a customer to the closed deal. Sales Creatio combines AI with leading UX to accelerate user adoption.
I have worked with Sales Creatio. I personally have been working with it for about two years since September 2021. I moved on to something else after that period. I worked with Sales Creatio before they implemented their new design. I am not certain whether it was just Sales Creatio or the three combined versions. What I worked on was a very basic version of Sales Creatio without many of the modules they were offering. We implemented it for telecommunications companies, financial institutions, and banks.
The main use case for Sales Creatio is primarily sales. The primary use case for Sales Creatio is in manufacturing and distribution.
Our use cases are in the manufacturing and distribution sectors with Creatio, medium to large enterprise deployments.
I use Sales Creatio for the lead generation cycle.
Creatio is for managing leads, opportunities, and contracts.
We're using Sales Creatio for its basic purpose. We provide service to our clients, particularly tech support, and that's very important. Clients call in if something's not working, because we implement Sales Creatio and other solutions to clients, e.g. general clients. If they have a problem, they'll send us a ticket. We register the ticket, provide support within one hour or two hours depending on the agreement we have with these people, and that's just the basic with the client. We also have sales, particularly sales processes. We qualify the leads. We have the marketing processes. We have the lead qualification. Once we get to a certain level, the lead gets assigned to the sales person and that person starts the process, and we go through each of the stages until we close. We then close the loop by assigning a team to implement and install. Now, we're done with our sales. It's a project. We go through the whole cycle of the sales process. We have the lead qualification, then the sales assignment, then we close the project, and then it becomes a project. We manage the project: all the stages, meetings, and schedules. When everything is said and done, clients start calling in for tech support. That's what we do.
The use case is B2B sales and working with manufacturers and distributors selling high-tech equipment. In terms of the version, it is always up-to-date.
I'm using it for sales.
Due to Creatio’s versatility and customizability, almost all business problems can be solved using the various flexible tools that the software has to offer.