Knowledgebase

Articles, guides and case studies on CRM, AI, no-code and automation

No marketing blah blah. Specific knowledge for decision makers and IT teams considering or just implementing Creatio.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
All (49)Customer Experience (11)CRM (8)No-code/Low-code (6)Process Automation (5)B2B Sales (6)Digital Transformation (4)AI in CRM (3)

All articles

49 items · Page 1 of 6
Customer Experience
24.4.2026

Customer Experience: the only path to brand loyalty

Advertising can build brand awareness, but it won't buy customer loyalty. The true strength of the world's most respected brands is a consistent customer experience — from the promise made in the campaign, through the product, to the after-sales service. Find out why brand management is customer experience management and what you can do to keep your brand promise from falling into reality.

Read →
5
min.
Customer Experience
24.4.2026

How customer experience helps transform customers into brand ambassadors

A satisfied customer is the best salesperson — but in order to become a brand ambassador, they need a boost. Explore 4 proven ways to build a community of loyal customers: from exceptional service and referral programs, to active feedback collection, to encouraging content creation on social media.

Read →
5
min.
AI CRM
24.4.2026

CRM with AI for customer service teams — a practical guide

AI in CRM is no longer a promise — it's concrete features that work today and deliver measurable results. Learn how Creatio AI automates ticket categorization, predicts churn before a customer leaves, and supports agents in real time — and how to implement these features step by step without involving data scientists.

Read →
9
min.
Customer Experience
24.4.2026

4 Steps to Develop a New Customer Experience Strategy

Customers today are less loyal than ever — and they vote with their wallet for brands that offer exceptional experiences. Building an effective CX strategy doesn't have to be chaotic. We outline four concrete steps: from discovering gaps in your current service, to determining the scope of change, to implementing and optimizing — that will allow your brand to stand out and retain customers for longer.

Read →
3
min.
Customer Experience
24.4.2026

3 Questions to Ask Before Starting a Digital Transformation

Digital transformation is not just new software — it is primarily a change in organizational culture at every level of the company. Before starting it, every organization should answer three key questions: whether the customer is at the center of all activities, how to guide employees through large-scale changes, and how to build a coherent vision of success that the entire team understands.

Read →
5
min.
CRM
24.4.2026

The Sales Process — A Beginner's Guide

The sales process is rarely straightforward — but every step of the way from the initial contact to the finalization of the contract is an opportunity to build trust and value. Learn the 7 steps of a successful sales process: from qualifying leads and listening to customer needs, through addressing objections and building an offer, to closing deals and keeping promises.

Read →
6
min.
No-code
24.4.2026

No-code/low-code CRM/BPM — why it's worth it

The shortage of programmers, growing business demands and the pressure for rapid digital transformation — these are challenges that almost every organization faces today. Low-code responds to all three at once: reduces deployment time, reduces costs by up to 74%, and allows business departments to build applications without IT. Find out why Gartner predicts that 65% of all applications will be built on this model by 2024.

Read →
7
min.
CRM
24.4.2026

5 ways to check if your B2B sales process is optimal

B2B buyers today expect B2C experiences — and traditional sales methods are increasingly failing to keep up with these expectations. Check out 5 red flags that may indicate that your organization is losing revenue through pricing errors, slow responses, and chaos in sales channels.

Read →
4
min.
CRM
24.4.2026

Development of the sales team? CRM can help

Having a fast-growing sales team is an exciting challenge — but without the right tools, it's easy to lose control of what drives results. Learn how a well-implemented CRM helps you hire the right salespeople, get them to work faster, and build a repeatable sales model—before small problems turn into a failed quarter.

Read →
6
min.

Categories

Customer Experience
11
CRM
8
B2B Sales
6
No-code/Low-code
6
Automation
5
Digital Transformation
4
AI in CRM
3
Want to see Creatio live?

Book a 45-minute demo

We will show you how Creatio works on your specific processes.

Newsletters

CRM and automation knowledge delivered straight to your inbox

Every 2 weeks — one article, one case study, one tip. No spam.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
You can unsubscribe at any time. Your data is secure (GDPR).