In a recent study that used 31 different criteria to evaluate low-code platforms, Creatio alone landed in the “leader” category, scoring the highest in both current offerings and strategy. For sales teams and citizen developers, these results make Creatio the clear choice, empowering them to modify pipelines to perfectly suit prospects.
Those hands-on modifications work best when reps have enough bandwidth, along with strong coaching from team leads. Give any juggler enough pins, and eventually they’ll start dropping some. Everyone has capacity limits, including even the best sales teams and sales leaders. This is where Salesroom comes in, applying a range of AI solutions to move reps and their leaders from overwhelmed to high performing. By combining Salesroom and Creatio, you can make your entire sales process more effective, by making it feel more human.
How Salesroom Frees Reps to Do What They Do Best
Data Entry
Death, taxes, and human error in data entry—all are inevitable. Work days are busy, meetings go long, prospects pile up, and sooner or later anyone is going to miss a field or add the wrong value.
The costs of even smaller errors can include missed sales opportunities, time lost making corrections, and the difficult-to-measure damage to customer relations and brand reputation. This issue becomes even more problematic as your company grows, and the volume of data entry steadily (or in some cases, suddenly) increases.
Salesroom eliminates all that by automatically updating Creatio fields based on sales calls, notes, playbook, and meeting transcripts. This helps ensure reps are on top of their game, and their buyers receive the right messages at the right times in the right places. Managers get AI-powered insights on team performance, helping them focus the coaching and upskilling where it matters most.
Conversational Intelligence
What’s more, Salesroom illuminates every inch of every prospect’s buyer’s journey. Moving a lead along your sales funnel means knowing where they are in that funnel, what might make them hesitate, and what might help them move forward.
Salesroom leverages conversational AI to extract those actionable insights, analyzing sentiment, identifying buyer signals, and noting potential issues or opportunities like budget concerns, decision-making timelines, and specific product concerns or doubts. It will use those insights to create and maintain an opportunity record, allowing your team to see exactly what and when that lead should hear from you next.
This conversational intelligence and up-to-date opportunity records, eliminates the need for “gut feeling” decision making and sets reps up to make each prospect feel understood and well cared for. This means your team can do what they do best, providing that human touch at any scale.
How Salesroom Supercharges Coaching and Management
The larger a sales team grows, the harder it is to manually keep track of each rep’s performance and to design personalized plans for skill development and performance improvement. Sales leaders want to take great care of their teams, to treat each one as valuable individuals, but volume can make that increasingly challenging.
Salesroom increases every team lead’s bandwidth and effectiveness by enabling them to quickly and easily review conversation intelligence, deal progression, and rep performance for every and any prospect. This allows leads to identify skill gaps and opportunities for growth, making their coaching more personalized and, therefore, effective.
In other words, just as Salesroom empowers reps to treat their prospects like humans, forging better connections and increasing close rates, it also empowers leaders to treat each rep as an individual, helping them to reach their full potential as members of the team.
A Winning Edge
By combining the strengths of Creatio CRM and Salesroom’s AI solutions, you can give your reps and your team leads the tools and the time to perform the tasks that call for human experience, empathy, and skill. Your best team members are only as good as their capacity, and this combination of solutions stands to increase their capacity, no matter how much your business scales.
