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to automate high tech workflows and CRM with no-code

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High tech Workflow Map

Marketing manager
Marketing & Promotion
Sales manager
Sales
PMO
Project Management
Business analyst
Business Analysis
R&D Manager
Product Management
Research & Development
Customer success manager
Customer Success
IT Support
Compliance officer
Risk & Compliance
Management
HR manager
Corporate Services
Marketing & Promotion
Sales
Project Management
Business Analysis
Product Management
Research & Development
Customer Success
IT Support
Risk & Compliance
Management
Corporate Services

Marketing & Promotion

Lead management

Increase lead-to-opportunity conversion rates by automating the entire lead management lifecycle - from the initial contact to a sales qualified lead.

Campaign management

Engage your customers by designing, executing, and optimizing omnichannel marketing campaigns.

Event management

Increase brand awareness and tap into high-potential lead pools by executing effective marketing campaigns tailored for industry events and trade shows.

Digital marketing

Efficiently orchestrate diverse digital marketing activities, such as SEO, SMM, online brand promotion, video production, and others.

Account based marketing

Maintain synchronization of all account based marketing activities and data, analyze account engagement history, and manage complex account based campaigns.

Marketing collateral management

Streamline development of marketing materials, set up version control, and organize single source access to marketing collateral.

Sales

Lead generation

Automate lead generation activities via integrations with social media engines and website landing pages, keep lead generation and sales teams' activities and data synchronized.

Opportunity management

Increase win rates by automating workflows for different types of sales opportunities, such as product, service, outsourcing/outstaffing, etc.

Partner relationship management

Drive partner sales through a portal that supports leads and deals collaboration, mutual campaigns, knowledge sharing, and loyalty programs.

Account based selling

Effectively manage multiple contacts within a target account, offer personalized content and value propositions depending on the contact role, implement upselling and cross-selling workflows for high-tech products/solutions.

Sales forecasting

Create and manage forecasts in multiple dimensions by teams, territories, products/services, and other parameters.

Project Management

Delivery management

Keep track of delivery milestones, phases, and activities, and ensure daily completion of tasks by using your favorite SDLC methodology.

SOW & project documentation

Easily maintain project documentation up to date, manage access rights, and share with the stakeholders and the team.

Team management

Manage complex, distributed teams and keep track of their performance, integrate multiple team management methodologies and task management systems as needed.

Customer communications

Manage customer communications within one system, easily share status updates and create meeting notes, and keep the stakeholders in the loop of the essential delivery activities.

Business Analysis

Requirements management

Set up transparent workflows for requirements management and maintain a single source for requirements documentation.

Change management

Increase delivery agility and embrace change by automating change management processes and speeding up customer feedback loops.

Stakeholder management

Keep the stakeholders always informed, easily gather feedback, and store all important communications from multiple channels in one system.

Backlog & solution roadmap

Eliminate project bottlenecks, gold plating, or scope creep by continuously maintaining feature specs, backlog, solution roadmap, etc. up-to-date and approved by the stakeholders and the team.

Product Management

Market & competition analysis

Collect and organize knowledge on market trends, competition, analyst reports, etc. to adjust the product development strategy.

Product backlog management

Set up automated workflows for product backlog development, review, prioritization, and sign-off, and ensure delivery teams always get accurate data on the product strategy.

User & feedback analytics

Collect, analyze, and visualize user behavior data and feedback.

Release management

Implement effective workflows for planning, scheduling, and rolling out of new product releases that incorporate all necessary activities on quality assurance, DevOps, customer acceptance, and technical support.

Knowledge management

Improve knowledge sharing and build up technical expertise faster via across-the-board automated knowledge management workflows.

ROI management

Keep track of financial expenses and ensure effective allocation of resources by implementing ROI management dashboards, KPI analytics, OKR analytics, and other strategic management workflows.

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Research & Development

Technical research

Synchronize technical research activities among the team members, ensure streamlined peer review processes, orchestrate knowledge management activities, and improve the quality of decision making among managers and team leads.

PoC and prototyping

Dramatically speed up PoC and prototype development by utilizing modern no-code tools for UI/UX design, workflow and data modeling, integrations, analytics dashboards, etc.

Task tracking

Connect your R&D task tracking, client interactions, internal IT requests, customer projects, and other important communications in one collaborative environment that can easily adapt to your unique and ever-changing delivery strategies.

Software application development

Create enterprise-grade business applications in days instead of months, and maximize R&D teams' productivity with no-code to allow them build more innovative products while ensuring the best time-to-market.

Customer success

Omnichannel case management

Automate submission and processing of customer service requests, deliver omnichannel communication capabilities for the customer, self-service options, and effortless mobile experiences.

Onboarding

Improve customer satisfaction and learning curves with a quick access to training materials, streamlined technical support, self-service customer success portal, and on-demand training.

Renewal automation

Automate renewal processes on your side as well as your customer's side by organizing document templates, ensuring timely email notifications, and creating seamless data processing workflows.

NPS tracking

Track your customers' satisfaction level with the Net Promoter Score metric and continuously improve your customer service strategies based on the collected data.

IT Support

Omnichannel helpdesk

Streamline internal and external IT support via an omnichannel helpdesk and self-service portals, ensure fast problem resolution and feedback loop.

User access management

Manage user access roles, asset access policies, data protection policies, and other IT security.

ITIL automation

Implement enterprise-grade IT support services according to industry-honored ITIL standards.

Risk & Compliance

Customer privacy management

Implement personal data compliance workflows in accordance with the industry's best practices and data privacy regulations (GDPR, CCPA, etc.).

Regulatory compliance control

Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.

Legal case management

Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration process.

Certification development

Track, monitor, and manage certification processes throughout the entire organization to ensure regulatory compliance.

Internal audit

Manage audit workflows across all required financial, physical, and legal assets within your organization.

Corporate Lifecycle

Employee lifecycle mgmt

Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.

Employee request management

Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)

Joint collaboration & knowledge sharing

Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.

Customer success and genuine care

Asseco SEE leverages Creatio’s no-code capabilities to design complex sales workflows.
Health e(fx) accelerates sales and customer service while providing complete data integrity and seamless customer journey oversight.
Xledger uses Creatio to automate customer-facing processes and ensure the ultimate alignment of sales, marketing, and account management functions.
Convenient Software Solutions utilizes Creatio’s end-to-end process automation capabilities to revamp customer-facing operations.

Partners and marketplace ecosystem

Industry-focused Implementation partners
Top marketplace applications for High tech
Application
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
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Banza Jira connector
Banza Jira connector for Creatio
Connector to Jira, a project management software
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Banza service catalog
Banza service catalog for Creatio
Catalog of company services for registering customer requests on the portal
Read more
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Data Import-Export
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
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Product
Contact center product suite
Contact center product suite Creatio
Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics
Read more
Trial
Integration via Creatio API
StarfishETL integration
StarfishETL integration for Creatio

A powerful iPaaS for integrating Creatio with all kinds of other business solutions

Read more
Application
DocFlow
DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
Read more
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RiskMaster
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
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ComplyTrack
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
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Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
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Free

Related Resources

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