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Set the Goals Before the Shift
Many mid-to-large sized companies often suffer from a lack of versatility to update and manage ever-changing processes.
This can stem from poor planning, insufficient team members, or simply usage of outdated or inappropriate technologies.
A lack of streamlined technological and operational processes means that projects are setup to fail from the beginning. To prevent this, it is crucial to set clear goals before undertaking a project and support them with the advanced automation solutions.
- Get more leads
- Close more sales
- Use mobile and desktop solutions
- Take advantage of collaboration tools
- Reduce operational costs
- Improve productivity
- Optimize workflow
- Enhance overall processes
- Adhere to a holistic approach
- Work in a single CRM platform
- Gain the agility
Low-Code CRM Creatio — A Shift In Your Company’s Growth
With three interconnected applications on one platform, the system delivers end-to-end processes to manage the complete customer journey—from lead to order and continued customer service.
- Omnichannel communications
- Case management
- Customer interaction history
- Contact center
- Knowledge management and more
- 360° customer view
- Lead management
- Opportunity management
- Orders & invoices
- Sales process automation and more
- Lead generation
- Customer segmentation
- Campaign management
- Website conversion tracking and more
Creatio named a Leader in the 2021 Gartner Magic Quadrant for Sales Force Automation
Creatio named a Strong Performer on the Forrester Wave : Core CRM Solutions, Q3 (2022)
HOW VELVETECH CAN HELP YOU
Creatio: CRM Implementation, Customization, and Integration
Hundreds if not thousands of processes are carried out in your company every day. Whether or not those procedures are efficient and effective can have a monumental impact on your bottom line.
We use various methods to discover, model, analyze, measure, improve, and finally streamline business processes through every aspect of your company.
Based on analysis of your processes we will automate everyday business tasks to streamline the workflow through the entire customer journey.
Data Migration from other CRM Systems
Switching to the low-code CRM Creatio requires some custom migration solutions. Velvetech will ensure fast and secure transition from another CRM.
Despite of numerous pre-built configurations, each customer requires some bespoke components. Velvetech provides customer-specific configuration.
To support separate processes and manage data from different applications, Velvetech offers seamless integration in a single informational environment.
Thanks to high flexibility, Creatio solutions enable you to create and define different user roles and grant access rights to your team.
Call Center Integration
Integration of a low-code CRM Creatio with a phone system will allow your agents to make calls directly from the CRM.
We develop web and mobile apps and extensions for Creatio platform in order to fit business needs with additional services.
Gaining Control of Contact Center Performance
What if every customer could deal with your single most effective sales and service person?
Watch the webinar, where Velvetech and Creatio experts discuss how AI and low-code technologies boost the performance of contact centers and elevate productivity across the sales, service, and marketing teams.
BENEFITS OF LOW-CODE/NO-CODE
Why Low-Code and No-Code Approach Is the New Future
Reduced IT Costs
Leveraging no-code/low-code development services helps cut the company’s IT expenses as it allows for delivering CRM functionality without or with minimum IT resources involvement.
Ease of Development
Low-code and no-code platforms have simple drag-and-drop interfaces that make it easy to build required workflows and implement real-world scenarios to support business processes.
While providing more tools to build a solution for your unique situation, low-code and no-code technologies help you design customized reports and dashboards to foster decision-making.
Through quick delivery of new features and updates, companies can address customers’ needs faster and provide them with a seamless experience in accordance with the latest CX trends.
Velvetech helped TwinFold Capital, which provides business funding and loan services, improve sales reps’ productivity. Our team migrated all phone numbers from Salesforce to CRM Creatio, set up VoIP telephony, and added customized features to the platform to support consolidated processes.Read Now
DataGuard USA turned to Velvetech for help with increasing their call center agents’ performance. As a part of the project, we’ve set up CRM Creatio, which was a perfect platform to automate routine tasks, manage every step of the customer journey, and improve overall business efficiency.Read Now
We’ve supported a top dental insurance consultant with the development of data automation software and implementation of Low-Code CRM Creatio. Thanks to the new platform, the company can keep all customer data in one place, effectively manage communications, and track document flows.Read Now
Velvetech provided the client with the development of the automated sales process by implementing a Low-Code/No-Code platform Creatio and integrating it with other software tools like a website and live chat. It eliminated manual activities a car dealer had relied on and improved the transparency of communications with customers.Read Now
We’ve helped an IT consulting firm boost productivity and serve its customers faster. This was achieved by implementing and customizing CRM Creatio. Our team has also integrated the platform with QuickBooks and Microsoft Exchange to facilitate the company’s core operations.Read Now
A large US fintech company asked Velvetech to help them replace multiple software systems with one platform that would streamline customer service and sales. Experienced in the delivery of such solutions, we’ve chosen CRM Creatio as a single place to manage all activities, set it up, and integrated it with RingCentral and Zendesk.Read Now
What Our Clients Say
I would definitely recommend Velvetech’s services. They have been very prompt and helpful in all of our requests. By utilizing Creatio and Velvetech we were able to put the pieces of the puzzle for a full business cycle all together and be able to track and report every single aspect of our business process.
Utah Senior Planning
Utah Senior Planning
Velvetech has been an amazing partner for me. As a startup we are constantly having to think outside the box and fast. Their 24 hour support is amazing and everyone is through and great to work with.
Runners High Studio
Runners High Studio
One of the best out-source development companies I’ve worked with. From Yuri, the CEO, down through his entire organization. Their service-oriented attitude, quality deliverables and attractive pricing combine to provide top value. Looking for more opportunities to work with them.
Finding a development partner that we could trust to do things on time and properly was a major key for us. Velvetech grasped our needs almost immediately and was willing to work on other projects for us as well to make sure our integration was as seamless as possible. The enhanced tracking we can now do with call analytics, call recordings, and the new SMS tracking feature — allows us to have much more visibility into the success of our employees and helps us quantify campaigns better, which is very helpful.
Harbour Capital Corporation
Harbour Capital Corporation
Extend Your Creatio Experience with Our Applications
Contact Center Product Suite
Get a full-featured inbound and outbound call center integrated with Creatio for maximum productivity across the board.
AI-Powered Call Analytics
Embrace intelligent solutions for data-driven sales and customer service operations with AI Call Analytics.
VELVETEL VoIP Telephony Service
Use VELVETEL Cloud Phone System connected to Creatio for effective communications with clients and colleagues.
Connector to RingCentral Telephony
Take advantage of connecting RingCentral telephony with Creatio to keep all communication history logged in one place.
Connector to KAZOO VoIP Telephony
Manage inbound and outbound calls and analyze the quality of customer communications with KAZOO VoIP connector.
Connector to Five9 Cloud Contact Center
Connect your Five9 Cloud Contact Center and CRM Creatio to fully benefit from the two solutions working in tandem.
Connector to Twilio Phone System
We’ll help you leverage call management and call analytics for the Twilio phone system by connecting it with Creatio.
Connector to Amazon Connect Telephony
Streamline your business communications with seamless integration of the Amazon Connect telephony and the Creatio platform.
PandaDoc Document Management
Install PandaDoc connector for automated document generation, management, and tracking within the Creatio platform.
How to Get Started
Our specialist will contact you to schedule a personalized consultation within one business day.
Velvetech offers complimentary consultations; after which, we will provide you with a proof of concept in just 3 days, an accurate outlook of the cost and timeline of your project and a competitive estimation, and an assembled team — ready to start your project within 7 days.
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