Category: Creatio

2020 Creatio Accelerate Global-A must-attend event!!

Creatio has announced its upcoming event Accelerate Global to be held worldwide. It is a unique event that will be live-streamed for 24 hours. Having conducted 12 plus offline Accelerate events in various countries, this virtual event is a compilation of the insights from the offline events.

Get ideas from business leaders that will help shape the future of your business. The event is attended by IT and digital leaders to learn successful strategies and how to build a low-code company. Low-code being the future of enterprise software, this event revolves around how low-code can transform your business, how business leaders and industry experts transformed and accelerated their business processes in few months, and how companies transformed sales, marketing, and services.

What is in store for business and IT leaders in this event?

  • Insights to help turn your business challenges into opportunities and look at the future of enterprise software in a different way for business and digital leaders
  • Insights on winning strategies and practical cases for automating front and middle office processes in your vertical business and digital leaders
  • Practical knowledge about leveraging Creatio’s low-code platform for IT and digital leaders, citizen developers, and users of the Creatio platform
  • How to accelerate transformation with the #1 low-code platform or professional developers and technical leaders
  • Open discussions with Creatio leadership and product teams, as well as updates on Creatio vision, strategy, and roadmap for partners.

The event speakers list includes visionaries, industry analysts and experts, Creatio leadership, customers, and partners, to provide insights to help organizations worldwide turn their business challenges into opportunities.

Attend this global event:

To learn how low-code changes the game for enterprises

Get opportunities to network with brilliant minds from various industries

To deep dive into a #1 low-code platform for front-office and operational processes to help you build a low-code enterprise.

Creatio (formerly bpm’online) is a global software company providing a leading low-code platform for process management and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent products accelerate sales, marketing, service, and operations for mid-size and large enterprises.

AgilizTech, partner for Creatio helps organizations across the globe with the implementation of advanced CRM solutions. With the help of Creatio technologies and solutions, we help organizations to simplify their business processes and successfully grow their business.

Join us for the exciting Accelerate Global event and connect with peers from various industries and locations and be part of the 24-hour attendee-driven online conference.

Register for free and save your seat now!! Let’s be a part of the amazing event and learn how to create a low-code company!

Lead and Opportunity Turn Around Time (TAT) in Creatio (formerly bpm’online)

Problem Statement

At every lead/opportunity stage only the ‘start date’ and ‘end date’ could be captured in Creatio, but not the average time spent on each stage. As a lead progresses in different stages, it is important to know the time spent in each stage.

Solution

Lead and Opportunity turn around time (TAT) template was created which allows the sales team to view the time spent at each lead and opportunity stage, and also see the average TAT across all the active leads and opportunities in the CRM. The template makes use of the ‘start’ and ‘due’ dates captured in Creatio for each lead/opportunity stage changes to compute TAT in hours and days for that stage. An overall dashboard will display the average TAT across all active leads/opportunities. A daily job will keep on updating the TAT for leads & opportunities that are lying open in any intermediate stage.

In this blog, learn the guidelines on how to use the Lead and Opportunity TAT template.

Guide For Using The Template

Install the template from Creatio marketplace <https://marketplace.creatio.com/template/lead-and-opportunity-tat-dashboard>.

Lead Stage Turn Around Time (TAT)

Individual lead’s stage wise TAT

After installing the template, in lead section, in ‘history’ tab, to the ‘stages’ detail, add two new columns say ‘TAT Hrs’ and ‘TAT Days’. These fields will display the TAT in Days and in Hours for each stage based on the ‘start’ and ‘due’ dates.

Figure 1:

lead and opportunity tat

 

Average lead TAT
A new tab called ‘Lead TAT’ will be added in the lead section dashboard. Two bar charts are added to display average lead TAT in hours and in days, at each stage across all active leads. If you need to view the average TAT across different customer needs/verticals, please copy the dashboard and put necessary filters.

Creatio
Opportunity Stage TAT

Individual opportunity stage wise TAT
In the opportunity section, in the ‘opportunity history’ tab, to the ‘stages’ detail, add two new columns say ‘TAT Hrs’ and ‘TAT Days’. These fields will display the TAT in Days and in Hours for each stage based on the ‘start’ and ‘end’ dates.

Creatio
Average Opportunity TAT
The dashboard tab ‘Opportunity TAT’ in opportunity section will display the average TAT across all opportunities.

lead opportunity TAT
Daily Job
Daily job is setup which will run at 4.00 AM GMT to update the TAT against leads and opportunities that are lying in same intermediate stage for the whole day.

Say if an opportunity is in ‘proposal’ stage for the whole day and not being moved, the TAT will be updated by next day morning 4.00AM. If the next day also the opportunity lies in the same stage, the next run of the job will keep adding the TAT days against ‘proposal’ stage for that opportunity. Finally when the stage is advanced, actual TAT will be updated.
Additional addon to enhance dashboard
The average plots might show more than 2 decimal digits initially. Please install ‘custom chart options’ add on from the Creatio marketplace (https://marketplace.bpmonline.com/app/chart-custom-options-bpmonline) and insert the below JSON to make the data points in the chart rounded to 2 digits. Additionally, if you need to display “hrs” or “days” along with the value, please add the appropriate string.

“JSON:”: {
“plotOptions”: {
“bar”: {
“dataLabels”: {Creatio
“enabled”: true,
“format””: “{point.y:,.2f} Hrs”,
“style”: {
“fontWeight”: 500                                 
}
}
}
},
}

Benefits of this template
This template helps managers to monitor the turn around time (TAT) at each stage and also overall average TAT stagewise for opportunities as well as for leads. The dashboard will help the top management to identify the bottlenecks and take necessary steps to enhance the process accordingly. The sales team can improve their efficiency and productivity as they will be able to know how much time they are spending in each stage.

AgilizTech, trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our blog.

Bpm’online announced the brand-new name Creatio in the sky

AgilizTech, valued partner for Creatio (formerly bpm’online) congratulates them for the new name Creatio.”

 

Bengaluru, Karnataka – 25-11-2019: As a valued partner, AgilizTech is delighted that bpm’online has re branded to Creatio which perfectly represents the company’s vision for helping the community of its customers and partners to create powerful and unique solutions effortlessly on the Creatio platform.

Creatio is a unified platform to accelerate marketing, sales, service and offers out-of-the-box solutions, templates and applications on the marketplace to accelerate productivity and extend platform functionality.

The new name reinforces the strong belief of creating a world where any business idea can be automated in minutes. Though the name has changed, the company strategy, products and team remain the same.

The Creatio team took to the sky to celebrate the name change event. 160 employees along with the CEO announced the name in an unusual way by skydiving and celebrated with grandeur. Though it was a first time experience for the employees, all of them volunteered to participate.

According to Katherine Kostereva; CEO and Managing Partner at Creatio: Since our initial launch as bpm’online, our company, platform, and our global reach have changed a lot. We wanted a name that better reflected what our platform is about, and how our clients perceive our company and its products. Our new name, Creatio, emphasizes the many powerful solutions that have been created using our platform, and it clearly communicates our vision of allowing anyone to become a developer.

According to Sujeeth Shetty; VP of Business Development at AgilizTech: Creatio perfectly embodies the goal of the company, which is to let customers create solutions for their business acceleration.

 

About Creatio

Creatio (formerly bpm’online) is a leading low-code, process automation, and CRM company. It has been highly recognized as a market leader by key industry analysts. Creatio’s intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of Creatio is to help companies ACCELERATE!

For more information, please visit www.creatio.com

 

About AgilizTech

AgilizTech Software Services Pvt. Ltd. are global IT specialists delivering solutions and services that empowers customers to transform and prepare their organizations for the digital future. We embrace an agile and collaborative approach in creating customized solutions across the digital value chain. We cater to various industries which includes Healthcare, Manufacturing, Retail, Telecom and more.

To know more visit http://54.163.77.215/