Sales Creatio Pricing, Features, Reviews & Comparison of Alternatives

Sales Creatio

Out-of-the-box processes to close more deals

4.9/5 (21 reviews)

Sales Creatio overview

What is Sales Creatio?

Sales Creatio (formerly bpm’online sales) is the cutting-edge end-to-end sales cycle management software to drive customer acquisition, development and retention. Take advantage of the ready-to-go sales processes that will guide you through the most effective actions to make the most of your sales pipeline, minimizing errors and boosting results.

The key value the system brings to its users is referenced processes that serve as best practices for lead management, opportunity management, quote management, order and invoice management. Following pre-defined processes makes it easy for companies to jump start using the system and bring industry best practices to their work. The product guides users through the entire sales process from the initial communication with a customer to the closed deal.

Leverage opportunity management capabilities of Sales Creatio to define sales tactics for each deal, track competitors and analyze their strengths and weaknesses, identify key decision makers. In addition, a set of emoticons can be used to gamify the daily work of sales reps.

New features for order management provide full control over orders and invoices, payments and delivery, enable to select products from an extensive catalog using faceted search and navigation.

Sales Creatio has extended analytics capabilities. ‘Sales pulse’, ‘Sales leaders’ and ‘Sales reps efficiency’ dashboards include all the necessary metrics for quick sales analysis and data-driven decision making. With a click of a mouse, users can add custom charts and indicators to the dashboards.

Sales Creatio is delivered in four editions different in functionality thus leaving businesses the flexibility to choose an edition that best fits their business model:
• Team edition is a perfect fit for small and medium business with direct sales teams. The system provides out-of-the-box process for opportunity management: from lead to contract.
• Commerce businesses will benefit most from the Commerce edition, which includes a complete set of tools for short sales cycle and e-commerce.
• Enterprise edition is designed for medium and large enterprises to automate a complete direct and channel sales cycle.

Pricing

Starting from
$25/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia

Supported languages

English
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Sales Creatio reviews

Excellent
19

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.8
  4.8
  4.8
  4.8
Derek Boshard

Good choice for the fair price

Used daily for less than 6 months
Reviewed 2016-11-18
Review Source: Software Advice

There were numerous CRM options for us to choose from, and they all seem to have strengths. What we liked about bpm’online was that it provides one place for everything we need, from business development through to managing projects, processing orders and more. We’re still making internal decisions on naming conventions and numerous details which is stalling the process. I think we will benefit from being able to allocate tasks to various people which will help us to track and manage all of our projects.

Pros
We like the fact that we could host it on-site. The customization of the system is also great, however it does mean that more work needs to put invested up front. We have not got to a point where our entire company is using the system, but we have made some headway. I can see that it will help streamline our business.

Cons
Other CRM’s have a cleaner look and feel, and slightly more engaging graphics. I feel that there might be a little too much clutter on some of the pages, but understand that it can be customized. Customization of the system has been taking too long, however this is mostly due to us not having the time or resources to dedicate to setting bpm’online up 100% for our business. So while it is beneficial that we can customize just about everything, the drawback that we have experienced is that we have been struggling internally to make decisions on the way forward.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Tatyana Sosyura

Lifehack for the service team

Used monthly for less than 6 months
Reviewed 2017-01-11
Review Source: Software Advice

As our company that depends heavily on the quality of the customer center performance, we felt a big relief as we launched bpm’online customer center. Everything is organized in a way to speed up the workflow and improve service for our customers. We now have the ability to process all clients’ requests timely and without hiring new agents, so the system has become a true asset for our company to step forward towards experience getting more and more positive feedbacks from our customers.

Pros
In our case, the company has gained its benefits from implementation of the customer center. Especially useful we find agent desktop feature with analysis functions related to work performance for each of our service agents. This helped us to evaluate how much time every agent spends on different activities, reduce time spent on data input and analysis, and increase time spent on phone calls. As a result, we observe a great increase in agents’ efficiency.

Cons
It did take us time to integrate bpm’online with already existing database, what is definitely neutralized by the quality of the clients’ base we have it now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Mark Houllier

BPM online - Very user friendly and practical CRM offering all the functionality you could possibly need.

Used daily for 6-12 months
Reviewed 2017-07-31
Review Source: Software Advice

BPM has helped our organisation establish a platform for recording sales team actives and business opportunities across Europe. Has improved communication within teams and between teams. Has provided us with a 360 degree view of the customer account and allowed us to service the customer better, increasing customer satisfaction, while improving our own sales effectiveness.

Pros
Extremely intuitive to set up and use. Extremely flexible to customise to specific process and reporting needs. Strong metrics and analysis reporting functionality allowing tracking of virtually any performance indicator. Fantastic service throughout from pre-sales, implementation and on going post implementation support. Cost effective in every aspect.

Cons
Difficult to fault. At times the functionality is so plentiful and rich that this could lead to some confusion with regards to best practice method to implement solutions, however the BPM team offers solid support to always guide you through the best approach to match and fulfil your requirements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Bryan Gudmundson

Very flexible with amazing reporting

Used daily for less than 6 months
Reviewed 2017-01-27
Review Source: Software Advice

BPM gives our business incredible insight into product development, business development, and account ROI. What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.

Pros
At UpSellit, we develop custom e-commerce campaigns for a diverse range of clients. Every campaign is developed from the ground up and some campaigns are built before we close the sale. We need a solution that seamlessly blends sales tracking with project management. BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process. The highly customizable reporting is a very close second favorite feature. I'm able to run reports on every single step of our complex sales process and gather insights and business intelligence I only thought possible with solutions that cost 10X what BPM charges.

Cons
I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers). This was a much larger undertaking than I anticipated. Some components of the process wizard aren't very intuitive, but their support team has gone above and beyond to help me, spending countless hours working with me to make sure we have the perfect system for our business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Elina Polonska

A great way to organize company processes

Used daily for 1-2 years
Reviewed 2018-05-22
Review Source: Software Advice

Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected, and processes easily adjusted to minimize mistakes.

Pros
Generous selection of Accounting Connectors, Add-ons and Software Solutions. We have not had to go outside of the bpm’online software in search of such applications.

Cons
The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Sales Creatio pricing

Starting from
$25/month
Pricing options
Subscription
Free trial
View Pricing Plans

Sales Creatio is delivered in four editions different in functionality thus leaving businesses the flexibility to choose an edition that best fits their business model:

• Team
• Commerce
• Enterprise

Sales Creatio features

API (170 other apps)
Activity Dashboard (122 other apps)
Activity Tracking (78 other apps)
Automatic Notifications (63 other apps)
CRM Integration (142 other apps)
Collaboration Tools (63 other apps)
Contact Database (75 other apps)
Contact Management (85 other apps)
Customizable Templates (65 other apps)
Data Import/Export (77 other apps)
Lead Capture (63 other apps)
Lead Management (82 other apps)
Real Time Data (69 other apps)
Reporting & Statistics (80 other apps)
Sales Analytics (76 other apps)
Sales Reporting (68 other apps)
Sales Tracking (60 other apps)
Search Functionality (83 other apps)
Third Party Integration (124 other apps)
Workflow Management (62 other apps)

Videos and tutorials

Additional information for Sales Creatio

Key features of Sales Creatio

  • 360° customer view
  • Dashboards and reports
  • Business process management
  • Sales forecast and analytics
  • Collaboration tools
  • Synchronization and integration
  • Lead management
  • Customization and administrative tools
  • Opportunity management
  • Orders and invoices
  • Product management
  • Document flow automation
  • Project management
  • Knowledge management
View All Features

Benefits

Out-of-the-box processes
Sales Creatio includes referenced processes that serve as best practices for lead management, opportunity management, quote management, order and invoice management. Following pre-defined processes makes it easy for companies to jump start using the system and bring industry best practices to their work.

A complete view of customer journey
Sales Creatio delivers end-to-end sales processes to manage a complete customer journey – from lead to order, and to ongoing account maintenance. The best-in class technology enables to connect the dots between marketing, sales and customer service, allowing companies to effectively manage every stage of customer interactions.

Engaging interface that users love
The Sales Creatio interface has social look and feel, which makes it quick to learn and easy to navigate. Users love the elegant design that is free from redundant information and keeps them focused on what is relevant. The system provides a consistent user experience no matter what device you use: phone, tablet or laptop.