implementation & consulting

We implement, integrate and optimize Creatio's low-code platform & CRM aplications so they are tailored into your unique business operations.

You should expect more from your digital toolkit

Enteprise software is expensive as it is. But pricing and feature structure make it hard to understand the true value business are getting for their money. AI adds one more layer of complexity to this equation.

Enterprise systems are overly complicated. During our consulting engagements we saw countles examples of unused features and leaders slowed down by lack of technical resources at the same time.

Figuring out the best way to ensure employees adopt it, and properly onboard their front-office teams to use the new technology is another challaged fulled by complexity and rigidity of legacy applications.

implementation

Irrespective if you are evaluating platfroms, planning your first implementation or aiming to achieve business app excellence, we have a comprehensive toolkit to support you.

Creatio for Sales

  • Clear view of contacts and accounts

  • Lead automation and sales pipeline management

  • Sales task management, communications

  • Forecasting and sales performance management

  • Omnichannel order, proposal and contract management

Creatio for Marketing

  • Omnichannel marketing campaign planning, execution, and analysis

  • Email marketing campaigns of any complexity

  • All-in-one digital ad campaign management and analytics

  • Marketing event planning and execution

Creatio for Service

  • AI-native case management and service automation

  • Service agent desktop with real-time communications and customer data

  • AI-powered knowledge management with built-in user engagement

  • Task management, communications, and team collaboration

Creatio.ai

  • Key AI partterns on one platform: predictive, generative, agentic

  • Powerful set of AI skills for Sales, Service, Marketing and general-purpose that enhance productivity across any business workflow.

  • Securely manage AI in one place with the AI Command Center

  • Use natural language processing to create and deploy AI features to end-users

Why Exerizon?

  • Consulting background: We don't just build software; we understand why the software is needed and how it fits into a larger business strategy.

  • Proven track record: delivery of complex projects for large clients has tought us identifying and mitigating risks, ensuring project success and minimizing unexpected issues.

  • Integration Experise: We have a deep expertise in integrating complex systems and implementations of learing integration tools.

  • Regulated Industries: We've spent the last 15 years working within regulated industries, so we bring not only tech expertise, but intimate knowledge of the FSI and healthcare environment.

Key Features

  • Automate your Sales, Marketing and Service with powerful, AI-native CRM capabilities, offering unmatched configurability, intuitive user experience, and lightning-fast deployment

  • Design and configure business applications effortlessly and without special technical skills using visual designers and natural language.

  • Powerful CRM solutions for a number of verticals and industries: finance, retail, media, telecommunications, manufacturing, wholesale, pharma, real estate and more.

  • Creatio provides a wide range of tools for integration with third-party systems and applications, which includes REST API support, OData protocol, SOAP services, OAuth authentication and LDAP protocols. Applying standard open protocols accelerates integration with different third-party and industry-specific systems.

Implementation Benefits & Value

There are three key areas where you can expect rapid improvement as a result of Creatio investment

Customer
Experience

  • Increased customer satisfaction through unified customer-centered data with powerful insights

  • Increased up and cross-sale rate through personalization and relevancy, intelligent recommendations and seamless interactions 

  • Accelerated execution of customer-centric processes that save time and bring value to each customer

Operational Excelence

  • Higher employee productivity via automation of repetitive tasks, automated decision making and elimination of unnecessary steps and outdated screens 

  • Enhanced collaboration across different business departments via seamless digital workflows 

  • Faster time to decision based on unified data and intelligent business rules  

Rapid
Time-2-Market

  • Much faster deployment of business applications with no-code

  • Strong alignment between business and IT teams

  • Decreased cost of business application deployment 

  • Increased capacity to introduce more automation 

Learn simple yet powerfull
no-code playbook

During our implementations we use proven frameworks but always take into account specifics of Creatio.

Design

Step 1:   Business use case

Step 2:   Options analysis

Step 3:   Design and prototyping

Step 4:   Project assignment

Go-live

Step 5:   Prototype-to-MVP

Step 6:   Feedback loop

Step 7:  Governance checks

Step 8:  First release

Everyday Delivery

Stage 9:   Feedback collection

Stage 10:  Incremental improvements

Stage 11:   Everyday delivery

Stage 12: Application audit

A picture of Grzegorz Bonski

Grzegorz Boński

Head of Business Development
+48 530 993 530
gbonski@exerizon.com