Sales'Up
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Sales'Up Data Management for Creatio is a multifunctional tool for planning, budgeting, and performance management at all levels of a company. It enables users to work with financial and quantitative targets, compare planned and actual results, build complex models using advanced formulas and logic, and perform real-time calculations on large volumes of data. The solution supports custom reporting periods, flexible formatting, role-based filtering, and user profile customization. This product is especially valuable for teams that require a transparent strategic planning process, precise budget control, and real-time data analysis. A convenient drag-and-drop data structure editor, Excel export, detailed change logging, and access via widgets make it easy to tailor the solution to each user's needs, transforming it into a powerful decision-making platform based on relevant data built on the Creatio foundation.
Plan and manage projects and tasks using Gantt charts and Kanban boards in any type of company (manufacturing and distribution companies, banks, financial institutions, IT companies, etc.)
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.
Sales'Up Promotion Management for Creatio is a solution that simplifies and automates the process of managing promotions and discounts when working with orders. It allows you to easily and flexibly configure different conditions of promotions and types of discounts: Discount (total / price / %) by Accounts; Discount (total / price / %) by Products; Discount (total / price / %) by Accounts + by Products; Discount scale (total / quantitative) by Accounts; Discount scale (total / quantitative) by Products; Discount scale (total / quantitative) by Accounts + by Products; Promocode (total / %) by Accounts; Promocode (total / %) by Products; Promocode (total / %) by Accounts + by Products; Certificate (total / %) by Accounts; Gift (total / quantitative) by Accounts; Gift (total / quantitative) by Products / Product groups; Gift (total / quantitative) by Accounts + by Products / Product groups; Gift (total /quantitative) with limited number of uses; Gift (total / quantitative) for one order. Create promocodes and certificates, as well as effectively monitor the results of the marketing strategy. Allows you to attract new customers and retain existing ones, while maintaining business efficiency and productivity. In a real CPG or distribution business, each SKU can behave differently under promotion — one product may drive strong incremental sales, while another simply consumes budget. The solution supports SKU-level promotion economics, including discount, billback, and scan-rate mechanics, helping manufacturers and distributors evaluate and control the profitability of each promotional campaign product by product. Use cases: Creation of special discount promocodes and certificates for new customers; Conducting special promotions when new products are launched on the market; Creation of certificates for loyal customers after a certain number of purchases; Increasing sales by offering promotional discounts when purchasing goods for a certain sum; Conducting seasonal sales for specific groups of products; Promoting surplus products at a special price; Implementing gift promotions for additional products with the purchase of main items; Discounts for loyal customers on the company's anniversary; Conducting promotions to stimulate repeat sales; Managing promotional activities for new products before their market launch at a special price; Loyalty programs for wholesale customers with special conditions; Bonus programs for a certain quantity of items in an order. Managing SKU-level discount, billback, and scan-rate mechanics for trade promotions with retail chains and distributors in CPG and manufacturing businesses.
SalesUp Procurement Management for Creatio allows you to manage the procurement cycle of the company - from creating an order within the company to selecting the most suitable conditions among product suppliers, quickly obtaining actual product information and automatically generating an order based on the received data. The solution is suitable for any type of company that regularly buys products from different suppliers, helping to automate and simplify the process of interaction between the company and the supplier. This makes it especially valuable for manufacturing and distribution companies that source raw materials, components, or finished goods from multiple suppliers on an ongoing basis. Use cases: Managing the procurement cycle from the creation of a purchase request within the company to the creation of an order to the supplier of products; Building convenient communication between the company and suppliers; Managing the process of selecting the best conditions for products and suppliers.
Sales'Up Questionnaire Management for Creatio facilitates storing and managing information about surveys and questionnaires in Creatio. Use cases: Online-stores to assess customer satisfaction level; Field sales staff to conduct visits to retail outlets; HR-department to carry out internal surveys.
Sales'Up Scoring models for Creatio helps to solve your business tasks using a universal scoring model management tool. Change the values of the lookup fields in Creatio according to any characteristics by simple and convenient wizard. You can be sure that your contact and account database data is always up to date using this product. Use cases: Increase time efficiency of sales department employees utilization by selecting a segment of customers with a high degree of readiness for a deal. Change the account`s category depending on the amount of sales for the quarter automatically. Updating the status of sales, orders and customers at the moment when the customer is ready to start sales activities. Change the contact status from "active" to "leaving" when the communication frequency is decreased. Complete sales and order cards with information on selected fields depending on selected conditions automatically.
Sales'Up Catalog Selection Snhancements for Creatio is designed to simplify work with catalogs in the system. It helps to filter the necessary records automatically, set up a hierarchy of selection, add the necessary records to the detail conveniently and quickly. The product will be useful for companies with a wide range of products for effective organization of the work of users with the selection of products in Creatio.
Sales'Up Checklists for Creatio helps to systematize routine operations within the framework of the ongoing workflows. The user can define the sequence, mandatority, and follow-up tasks at each step of any workflow facility in the 'Checklist settings' wizard. The product optimizes employee task storage by clearing the schedule from repetitive activities. Use cases: The app is helpful for companies to make a list of documentation from the customer at any stage: Sale conducting Ordering Marketing activities Case processing Checklists allow maintaining a list of tasks without being bound to a chronology: to send products that we need to agree with the carrier, prepare documents, notify production, etc.
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What is Sales'Up?
Sales'Up is a technology vendor specializing in sales optimization solutions. The company offers a range of tools designed to enhance sales processes, improve customer engagement, and drive revenue growth for businesses. Their services typically include analytics, customer relationship management (CRM) integration, and sales training resources. Sales'Up aims to empower organizations to maximize their sales potential through innovative technology and strategic insights.