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CRM
22 articles
3 Business Reasons to Care About CX
CX is not a cost — it's an investment with a measurable return. Companies that put the customer at the center, generate higher revenue, build loyalty and compete effectively in the omnichannel world. Learn three tough business arguments that will convince any CEO to invest in the customer experience.
Read →Cost of CRM implementation — Cloud vs. On Premise
CRM in the cloud or on-premises — this is a decision that comes down to the balance between costs and control. Before choosing a deployment model, it is worth counting not only the monthly subscription, but also the costs of infrastructure, human resources and operational risks. Find out what the real advantages and disadvantages of both approaches are and which one is better suited to the specifics of your organization.
Read →Customer Experience: the only path to brand loyalty
Advertising can build brand awareness, but it won't buy customer loyalty. The true strength of the world's most respected brands is a consistent customer experience — from the promise made in the campaign, through the product, to the after-sales service. Find out why brand management is customer experience management and what you can do to keep your brand promise from falling into reality.
Read →A Guide to Sales Success with Smart Sales Math
Sales are a numbers game — but only those who track the right metrics at each stage of the funnel win consistently. Learn how to use sales benchmarks to evaluate your pipeline: from first contact with a lead, through opportunity conversion, to customer retention and process optimization based on hard data.
Read →How to choose a cloud CRM system?
Choosing a cloud CRM system is a decision that affects the day-to-day work of the entire organization — and it's easy to make a costly mistake. Before you sign a contract, check out 5 key factors: matching functionality to your processes, openness to integrations, industry experience, ease of use, and actual scaling costs.
Read →Optimization of the sales process — best practices
Effective sales today is a matter of numbers, processes and the right tools — not intuition. Learn 6 practical tips that will help Polish companies improve the sales process: from better marketing cooperation with sales, through lead nurturing and automation, to formalization of the process and predictive analytics in CRM.
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CRM with AI for customer service teams — a practical guide
AI in CRM is no longer a promise — it's concrete features that work today and deliver measurable results. Learn how Creatio AI automates ticket categorization, predicts churn before a customer leaves, and supports agents in real time — and how to implement these features step by step without involving data scientists.
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Process approach in business management
Process business management is the foundation of lean organization — it allows you to systematize activities, eliminate waste and react quickly to market changes. Learn about the process approach, the benefits of implementing BPMS, and how modeling, automation and process monitoring in Creatio translate into real operational improvements.
Read →No-Code Days 2023 conference in Warsaw
On September 14, Optingo co-organized the first No-Code Conference in Poland at the Nobu Hotel in Warsaw. Experts from Creatio, Writer, Digital Data Consulting and other companies talked about the future of technology without coding — and our Partners, Michał Krzycki and Wojciech Wojnar, shared practical experiences from no-code implementations. Event Report.
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3 Questions to Ask Before Starting a Digital Transformation
Digital transformation is not just new software — it is primarily a change in organizational culture at every level of the company. Before starting it, every organization should answer three key questions: whether the customer is at the center of all activities, how to guide employees through large-scale changes, and how to build a coherent vision of success that the entire team understands.
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5 ways to check if your B2B sales process is optimal
B2B buyers today expect B2C experiences — and traditional sales methods are increasingly failing to keep up with these expectations. Check out 5 red flags that may indicate that your organization is losing revenue through pricing errors, slow responses, and chaos in sales channels.
Read →Automation of marketing and sales processes
Modern CRM is much more than a contact base — it is an automation engine that guides salespeople step by step through the sales process and eliminates routine tasks. Learn how Creatio enables you to build marketing campaign scenarios, automate follow-ups and monitor all customer data in one 360° view.
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4 Steps to Develop a New Customer Experience Strategy
Customers today are less loyal than ever — and they vote with their wallet for brands that offer exceptional experiences. Building an effective CX strategy doesn't have to be chaotic. We outline four concrete steps: from discovering gaps in your current service, to determining the scope of change, to implementing and optimizing — that will allow your brand to stand out and retain customers for longer.
Read →Development of the sales team? CRM can help
Having a fast-growing sales team is an exciting challenge — but without the right tools, it's easy to lose control of what drives results. Learn how a well-implemented CRM helps you hire the right salespeople, get them to work faster, and build a repeatable sales model—before small problems turn into a failed quarter.
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Digital Sales Transformation Tips
The fourth industrial revolution is changing the rules of the game in sales — AI, mobility and data science are no longer the future, but the everyday life of the best teams. Explore the 7 elements of digital sales transformation: from the use of AI and coaching, to a customer-centric culture, agile teamwork and a trust-based environment.
Read →How important is customer experience? Explore the statistics
One bad service can cost more than an entire campaign to acquire a new customer. Hard data doesn't lie: customers leave because of poor customer experience — not the price, not the product. Check out 6 statistics that show why investing in customer service is one of the top business priorities today.
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No-code/low-code CRM/BPM — why it's worth it
The shortage of programmers, growing business demands and the pressure for rapid digital transformation — these are challenges that almost every organization faces today. Low-code responds to all three at once: reduces deployment time, reduces costs by up to 74%, and allows business departments to build applications without IT. Find out why Gartner predicts that 65% of all applications will be built on this model by 2024.
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No CRM? 3 problems for your sales team
Do you work without CRM and somehow it works? Maybe. But somewhere along the way, leads get lost, bids delay trades, and forecasting eats up the time traders should spend selling. Learn about the 3 most common pitfalls of sales teams without CRM — and see how a modern system eliminates them.
Read →The Sales Process — A Beginner's Guide
The sales process is rarely straightforward — but every step of the way from the initial contact to the finalization of the contract is an opportunity to build trust and value. Learn the 7 steps of a successful sales process: from qualifying leads and listening to customer needs, through addressing objections and building an offer, to closing deals and keeping promises.
Read →What benefits do individual departments of the company get from the implementation of a CRM system?
CRM is not only a tool for sales and marketing — its implementation brings real benefits to almost every department of the company. Learn how CRM is used by customer service, HR, purchasing, and partner management teams — and why a single, shared source of data is changing the way your entire organization works.
Read →What is Customer Journey? Definitions and Examples
The Customer Journey is a look at the company through the eyes of the customer — from the first contact, through the sales, to the after-sales service. Learn what a customer journey map (CJM) is, how to build it step by step, and how the Creatio platform allows you to track and optimize every step of that journey in a single system.
Read →Key features of a CRM system dedicated to manufacturing companies
Manufacturing companies have specific needs that standard CRM often fails to meet. Find out what industry capabilities Creatio offers for manufacturing: from distribution and product catalog management, to bidding and costing automation, to multi-channel customer service and simplified document flow.
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