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High tech Workflow Map
Marketing manager
Sales manager
Business analyst
R&D Manager
Customer success manager
Compliance officer
HR manager
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.
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.
Related Resources
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