By Fernando SC Ferreira – Business Development
Creatio’s announcements during the No-Code Days event finally brings AI closer to home. AI solutions have been long segregated by distinct “types” (Predictive, Generative, and Agentic). Creatio finally breaks this pattern by offering a truly integrated and native AI experience in which human and digital talents work side by side via a conversational interface.
Sales & Marketing are the top of the list of areas that can benefit the most from AI in terms of productivity (McKinsey report). This in turn challenges the very concept of “CRM” and traditional SaaS offers. Creatio fully understands the new paradigm and steps up to pioneer a platform that becomes core to business strategy and team collaboration.
As such, Creatio offers a new vision to CRM, BPM and App Development, all powered by native AI (vs. AI as an “add-on” feature). This applies to Sales, Marketing and Service modules and multiple segments. By relying on AI, teams will be free to focus on high-value, strategic work, while productivity will automatically increase.
As an example, let’s take a practical look at and how Humans and Agents may collaborate in Sales (as presented by the Creation team):
Humans
- Relationship and trust building
- Creative deal strategies
- Storytelling and value articulation
- Negotiations and closing
- Execute and communicate
Agents
- Outreach and follow-up orchestration
- Data entry and CRM hygiene
- Activity tracking and scheduling
- Research and account intelligence
- Proposal and quote generation
Likewise, here’s how AI assists in “opportunity progression”
- Spots gaps, risks, and buying signals
- Suggests strategies & auto-builds plans
- Automates CRM updates
- Aids forecasting with risk & pricing insights
Sounds “too good to be true”? Discover for yourself here.
