Free eBook • Download now • No commitment
Cut your sales cycle by 30% — without hiring more reps
Learn how a CRM with native AI automates admin, prioritizes leads and gives you full funnel visibility — in real time. A practical guide for sales directors in B2B companies.
- ✓ Concrete data, not theory
- ✓ Ready-made AI scenarios
- ✓ Sales language, not IT
Download the free eBook
Fill in the form — the eBook will reach your inbox within a minute.
30%
shorter sales cycle after deploying AI in CRM
40%
of a rep’s time recovered from admin
6 wks
to a working MVP — average Creatio deployment time
WHY READ THIS
Concrete knowledge, not more theory
Written in sales language, not IT — for managers who want results, not another training.
Concrete data, not theory
You’ll learn how much time reps lose on admin — and how to change it without changing your whole sales process.
Data · Benchmarks · Examples
A funnel that doesn’t lie
Funnel visibility based on data, not reps’ subjective assessments. You know which deals will actually close.
Sales forecasting · AI scoring
Ready-made AI sales scenarios
Lead prioritization, automatic follow-ups, close prediction — all described step by step.
Lead scoring · Automation · Prediction
No technical jargon
Each chapter ends with concrete takeaways and next steps. It reads like a conversation with a consultant.
For sales directors · No IT
WHAT’S INSIDE
5 chapters full of ready-made scenarios
Each chapter is a separate topic — start with the one most urgent for you.
- 1
360° customer view — how to build a positive experience
All data in one place. No more asking for history in another system.
- 2
Predicting problems before they appear
How to analyze customer service data and react proactively.
- 3
Automating ticket assignment and communication
Automatic assignment, follow-ups and classification — without involving IT.
- 4
One coherent system — email, chat, phone, social
How to connect all contact channels without chaos or duplicated work.
- 5
AI-native CRM features — what to deploy right away
An overview of capabilities and priorities: what delivers results in the first 4 weeks.
WHY CRM CREATIO
The only CRM platform with native AI and full no-code
Not AI bolted onto a legacy system — AI built in from the ground up. Your team does more, faster, without a bigger team.
360° customer view
Contact history, quotes, orders, complaints — one screen, zero system switching.
Automatic reminders and follow-ups
AI suggests what to write and when. The rep focuses on the conversation, not the calendar.
Channel integration — email, chat, phone
The customer always gets a consistent answer, regardless of the contact channel.
Automatic ticket routing
AI assigns to the right person based on skills, workload and customer history.
Predictive analytics
Monitors conversation sentiment and predicts escalations — before the customer runs out of patience.
No-code automation
Your team builds its own processes without IT. MVP deployment in 6 weeks.
No vendor lock-in. After the project we train your team to develop the platform independently. Creatio grows with your company — without costly customizations.
Companies across industries trust us
We deploy Creatio for manufacturing, service and distribution companies in Poland and Europe.
TRUST
“I was afraid it would be another IT project that ends after two years and half a million burned. With Optingo we had an MVP after 8 weeks — and it was a system sales actually used from day one.”
Sales Director · distribution company, 300+ employees
FAQ
Questions sales managers ask
We answer honestly — including “this may not be right for you”.
Is the eBook really free?
Yes, 100%. After filling in the form the eBook reaches your inbox within a minute. No sales call — unless you ask for a demo yourself.
Who is this eBook for?
Written for sales directors, heads of sales and B2B managers. No technical knowledge required — we write in business language, not IT.
How long does a CRM-with-AI deployment take?
Classic deployments take 12–18 months. With Creatio we deliver a working MVP in 6–8 weeks. First results visible 2 weeks after project start.
Does the IT team need to be involved?
In most deployments the business runs the project itself. IT approves and integrates with ERP — but doesn’t block the pace.
What if I want to see the system in action?
You can book a free 45-minute Creatio demo tailored to your industry and processes.
Download the free eBook
Fill in the form — the eBook will reach your inbox within a minute.
🔒 Your data is safe. No spam. You can unsubscribe at any time.