One platform
to automate retail
workflows and CRM with no-code
One platform to automate retail workflows and CRM with no-code
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Retail Workflow Map
Merchandise manager
Buying manager
Store manager
Marketing manager
Sales assistant
Customer service
representative
representative
Compliance officer
HR manager
Merchandise management
Merchandise planning
Generate data-driven merchandise plans across all your channels, regions, and stores, as well as make predictions about crucial future market positions, by using robust analytics and AI tools
Pricing optimization
Optimize your pricing strategy for different products, customer segments, and distribution channels with comprehensive sales, pricing, and profitability analytics and AI-driven predictive modeling techniques
Product launch management
Reduce time-to-market with transparent, centralized, and automated product launch workflows and seamless collaboration workflows across departments
Sales performance monitoring
Monitor your retail sales from all angles to increase the company’s profits: order and customer metrics, salesperson performance and efficiency, best-selling products and categories, store's financial KPIs, and more
Procurement and Logistics
Sourcing and procurement
Set up smooth, continuous procurement processes and ensure timely availability of goods in your stores by automating such workflows as purchase requisitions, supplier onboarding, contract approvals, invoice processing, and more
Logistics management
Ensure fast and cost-effective delivery of goods to stores and distribution centers with automated workflows for planning routes, costs, orders, and other related activities
Partner management
Easily maintain up-to-date information about vendors, suppliers, manufacturers, and distributors in a single centralized solution; communicate transparently and effectively through the partner portal
Contract management
Keep contracts, agreements, and other related documents secure and up to date in a single-source protected database; save time by automating contract approvals and other document management workflows
Store operations
Franchise management
Implement unified store operations and standards across your entire network; establish effective communication and collaboration between different stores and teams distributed across multiple locations
Inventory control
Track the real-time inventory status of your products to prevent delivery delays, ensure timely fulfillment of orders, and avoid overspending and overstocking
Asset management
Easily track information on all physical and digital assets in your store to improve operational performance and maximize the efficiency of asset utilization
Marketing
Customer information management
Gain a holistic view of your customers, their interests, and buying behavior, such as social media activity, email campaign response, purchases online and in retail stores, wish lists, ratings and reviews, loyalty program information, etc.
Segmentation
Segment audience by various criteria (e.g., social demographics, geography, buying behavior, etc.), and engage them with personalized offers in the right channel at the right time
Campaign management
Easily build, automate, and manage omnichannel marketing campaigns targeted for each of the segments; plan and manage your marketing spend, and track the results of the campaigns and ROI
Loyalty program management
Run various types of loyalty and reward programs (e.g., spend programs, discount programs, gift programs, etc.) with an omnichannel approach to engage customers at every step of their online/offline store journey and on special occasions
Not sure where to start?
Talk to your personal low-code/no-code expert to learn how you can automate retail workflows in hours using Creatio CRM software with no-code and a maximum degree of freedom.
Order and Delivery
Omnichannel order management
Accept and process orders from various online and offline channels, check the availability of goods and their cost, communicate with customers and colleagues, view communication history, etc. – all in one window
Product information management
Get a complete, up-to-date view of your SKUs with detailed characteristics of each product to streamline your ordering, quoting, inventory, and invoicing processes
Delivery management
Calculate shipping costs, send requests to the delivery service, notify customers about the order status, and manage couriers via seamlessly connected and automated workflows
Customer service
Omnichannel help and support
Serve and engage your buyers across any channel of their choice – phone, emails, messengers or Self-Service portal – while empowering your service reps with end-to-end digital service tools, AI-powered workflows, and detailed customer information
Contact center automation
Maximize the contact center efficiency by giving your agents intelligent tools to easily manage case queues, run omnichannel communications, and track their own performance in real time
Returns processing
Simplify the return process via fully automated digital workflows, collect detailed information about returns, exchanges, warranty claims, and repair in one place for in-depth analytics
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 processes
Certification development
Monitor and manage certification processes throughout the entire organization to ensure complete regulatory compliance
Internal audit
Manage audit workflows across all the required financial, physical, and legal assets within your organization
Employee experience
Employee lifecycle management
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.)
Employee retention
Motivate, engage, and retain your best employees with advanced tools for conducting employee surveys, organizing trainings, calculating bonuses, and performance evaluation - so your employees are happy and stay longer
Collaboration and knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals
Not sure where to start?
Talk to your personal low-code/no-code expert to learn how you can automate retail workflows in hours using Creatio CRM software with no-code and a maximum degree of freedom.
Related Resources
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