Creatio 8.1.4 Quantum release: Improving Workflow Automation and CRM

Creatio has announced the release of its latest version, 8.1.4 Quantum, which introduces several innovative features and upgrades to enhance workflow automation, no-code app development, and CRM capabilities. This update reflects Creatio’s ongoing commitment to providing cutting-edge solutions that empower businesses to streamline their operations and improve user experiences.

Enhanced freedom UI for product management

One of the standout features in this release is the improved Freedom UI product catalogue, which offers users greater flexibility in managing and showcasing products. The catalogue now allows for more detailed product descriptions, such as CPU speed or supported memory, ensuring that customers have a clear understanding of each product’s capabilities. Additionally, the Freedom UI Designer offers easy no-code configuration, enabling businesses to tailor the product catalogue to their specific needs without extensive technical expertise.

The updated product catalogue also includes a feature-based search function, making it easier for users to find products that meet their exact requirements. This enhancement is particularly beneficial for businesses looking to streamline the product selection process and improve the overall user experience.

Improved user experience with editable summaries and icon-only navigation

Creatio 8.1.4 introduces several user experience improvements, including the ability to edit summaries directly within the platform. This new feature allows users to quickly and easily update information without navigating away from the summary view, enhancing efficiency and reducing the time spent on administrative tasks.

Another significant addition is the icon-only navigation panel, which provides a more streamlined interface. Users can now collapse the navigation panel to display only icons, freeing up screen space and allowing for a more focused work environment. This feature is especially useful for those who prefer a minimalist interface or need to maximise their workspace.

Advanced opportunity management with the playbook component

For sales teams, the new playbook component on the opportunity page is a game-changer. This feature offers dynamic case stage-based guidance, providing sales representatives with the necessary tools and information to progress through the sales process effectively. By integrating knowledge base articles and best practices directly into the opportunity page, the playbook ensures that sales teams have the resources they need to succeed at every stage.

Hierarchical organisation with the new hierarchy component

Creatio 8.1.4 Quantum also introduces a new hierarchy component, which allows users to build and navigate hierarchical lists based on any data object. This feature is particularly useful for managing complex product catalogues or organisational structures, providing users with a clear and organised view of their data.

The hierarchy component is fully customisable, enabling businesses to set up and manage hierarchies that align with their unique needs. This flexibility ensures that users can maintain an organised and efficient workflow, regardless of the complexity of their data.

Integration with AI chatbot and social media tools

In this release, Creatio expands its integration capabilities with the introduction of the Ada AI chatbot and Hootsuite. The Ada chatbot integration allows businesses to enhance customer interactions by leveraging AI-driven conversations across multiple social channels. This integration not only improves customer experience but also helps businesses maintain a consistent and efficient communication strategy.

Similarly, the integration with Hootsuite enables social media listening and analytics, allowing marketers to gather and analyse data from social media posts. This feature is invaluable for businesses looking to refine their marketing strategies based on real-time social media insights.

Streamlined license distribution process

The 8.1.4 Quantum release also includes significant improvements to the license distribution process. Administrators can now automatically distribute licenses based on user roles, streamlining the process and reducing administrative overhead. This feature is particularly beneficial for organisations with large teams, as it simplifies the management of licenses and ensures that users have the appropriate access without manual intervention.

Conclusion

Creatio 8.1.4 Quantum represents a significant step forward in workflow automation and CRM capabilities, offering users enhanced tools for managing their data, improving user experience, and streamlining operations. With its focus on flexibility, integration, and user efficiency, this release reaffirms Creatio’s position as a leader in the industry.

For a detailed overview of all the new features and enhancements, watch the official release video by Creatio.

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