Leveraging Next-generation Technology to Make Your Sales Team More Effective
Join us to discover how cutting-edge automation, intuitive analytics, and streamlined processes can drive your sales to unprecedented heights. Don’t miss out on the secrets to achieving faster closes and higher conversions.
In this on-demand web demo we will cover Creatio’s next-generation, full-scale sales, customer service and marketing CRM all under a single, no-code platform. We will cover:
- An overview of Creatio’s next-generation capabilities and sales features: Leads, Accounts, Opportunities
- The potential of Creatio as a platform for your organization
- Creatio Demo:
- How a ‘Contact Us’ form automatically creates a Lead
- How an End user qualifies and works through curated lead stages
- Promoting a lead to an account, contact, and opportunity
- Walk through how an Opportunity is worked through its stages to close
- Generate documents and deliver them for signature leveraging Creatio CRM’s next gen integration capabilities with other platforms (Formstack)
- How the closure of an Opportunity can lead into other areas and possibilities