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Manufacturing Workflow Map
Marketing manager
Sales representative
Director of operations
Customer service
coordinator
coordinator
Head of Procurement
Director of SCM
Compliance officer
HR manager
Marketing & Promotion
Lead management
Increase lead-to-opportunity conversion rates by automating the entire lead management lifecycle - from the first contact to hand-off to sales.
Campaign management
Engage your customers by designing, executing, and optimizing omnichannel marketing campaigns.
Trade promotions
Increase channel participation by providing a seamless experience of manaigng end-to-end trade promotion cycles.
Channel rebates and MDFs
Remove friction through automation of marketing development funds, partner rebate submissions, reviews, and approvals.
Sales & Distribution
Opportunity management
Increase win rates by automating workflows for different types of sales opportunities (B2C, B2B, B2B2C).
Partner relationship management
Easily manage your contacts and accounts via a single database and enjoy a 360-degree view into your customers' and partners' profiles, history, and engagement status.
Field visits
Boost effieiency of field sales activties via a mobile app for scheduling, routing, visit execution, order placement, and reporting.
E-commerce orders processing
Grow the number of online orders and customer satisfaction through automation of freight and service order placement, as well as validation.
Sales forecasting
Create and manage forecasts in multiple dimensions by divisions, territories, load types, and other parameters.
Quotes, Orders, and Invoices
Product catalog and configuration
Keep product information aligned using a digital catalog, easily create product bundles that factor in different price lists, margins, and other parameters.
Quote management
Ensure accurate generation of quotes and invoices based on single-source product and pricing data, with support from business rules.
Order processing
Deliver timely order fulfillment by automating diverse order processing workflows.
Billing and invoicing
Generate invoices in seconds, track their status, and get complete visibility into the payment flow.
Production Management
Product lifecycle management
Reduce product development time, and increase margins by streamlining design, production, deployment, and maintenance workflows.
Resource assignment
Elevate operational performance by managing, tracking, and allocating resources while ensuring that inventory data in consistently synchronized between multiple divisions.
Work order management
Streamline day-to-day operations by effectively managing work orders, schedules, documents, and maintenance tasks.
Performance monitoring
Gain a comprehensive visibility into your real-time and historical performance data based on a 360-degree view of your production assets and workflows.
Customer Support
Omnichannel case management
Streamline customer and partner support via omnichannel helpdesk and self-service portals, ensuring fast problem resolution and feedback loop.
Warranty management and parts replacement
Improve customer satisfaction by automating warranty procedures and reducing the time for processing claims.
Dispatching and work orders
Assign work orders, coordinate schedules of field reps, and keep in touch with your customers via integrated scheduling, dispatching, and communication tools.
Returns processing
Minimize time and effort for product returns by managing recalls, and refunds via a single customer support system.
Channel rebates and MDFs
Boost your NPS by automating workflows for managing satisfaction surveys, analysing feedback, and handling follow-ups.
Procurement
Request management
Orchestrate purchasing plans, requests, and forecasts via automated workflows that ensure that any needs are properly submitted, tracked, and executed.
Vendor management
Build stronger relationships with partners, suppliers, and contractos by supporting their diverse needs via a digital self-service portal.
Procurement lifecycle management
Integrate your procurement lifecycle into a set of automated and highly transparent workflows while ensuring across-the-board data synchronization.
RFx management & contracting
Easily maintain a single source of truth for your contract management and enable your team to close contracts faster with efficient collaboration tools, guided workflows, and templates.
Supply Chain Management
Supply chain planning & tracking
Ensure that all product input is properly timed and tracked, automate distribution workflows, and minimize production downtime via automated delivery processes.
Shipment lifecycle management
Automate shipment scheduling to avoid delays, track goods and fleet en route, and keep your inventory and delivery data synchronized.
Inventory planning & control
Automate product data sharing and syncronization between multiple divisions, and avoid over-/understocking in warehouses.
Risk & Compliance Management
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 Services
Employee lifecycle
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.)
Collaboration & knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.
Customer success and genuine care
Constantia Flexibles uses Creatio to consolidate and harmonize sales workflows across global offices.
Josera has automated end-to-end quotation lifecycle management workflows.
OKI leverages Creatio to streamline service management through regional channel partners.
Haynes International leverages end-to-end customer management capabilities of Creatio.
Related Resources
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