Creatio Case Studies Blueprint Automation Enhances Sales and Marketing with No-Code CRM

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	Blueprint Automation Enhances Sales and Marketing with No-Code CRM Creatio

Blueprint Automation Enhances Sales and Marketing with No-Code CRM

Creatio

Technology Category	Networks & Connectivity - 5G Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries	Buildings Packaging
Applicable Functions	Facility Management Sales & Marketing
Use Cases	Leasing Finance Automation Retail Store Automation
Services	System Integration
Challenge	BluePrint Automation (BPA), a global leader in end-of-line packaging automation, was facing challenges with its sales and marketing operations. The company was relying on Excel spreadsheets for data storage and email for lead tracking, which was not only inefficient but also led to unsatisfactory outcomes. The lack of a centralized customer data system was hindering effective customer interactions and relationship building. Manual data entry was consuming more working hours than the actual selling process. BPA, which primarily uses a relationship-based selling approach, realized the need to rethink its operations. The company aimed to reduce human error, optimize customer communication, and automate all stages of the buyer’s journey. Read More
About Customer	BluePrint Automation (BPA) is a world leader in end-of-line packaging automation. The company designs, develops, and manufactures packaging solutions for flexible and other tough-to-handle packages. BPA has a reputation for being an innovator, with its sales and engineering teams working closely with customers to develop optimal solutions for specific packaging needs. The company has three full-service manufacturing facilities in the USA and Europe, an additional facility in China, and ten sales and service subsidiaries worldwide. BPA's solutions are used by thousands of companies in over 60 countries. Read More
Solution	BPA decided to adopt a CRM solution to streamline customer communication and automate the buyer’s journey. After thorough research, the company chose Creatio’s no-code platform to automate workflows and CRM. The no-code technology allowed BPA employees to make process changes without the need for developers. The system was implemented with the help of Creatio’s partner, Techosystem, who ensured a smooth transition and quick adaptation of the BPA team to the new work environment. The Creatio platform became a digital hub for BPA’s sales and marketing teams, logging customer data and interactions for easy tracking. The platform also enabled intelligent audience segmentation for personalized marketing campaigns, automated sales workflows, and centralized solutions for marketing and sales alignment. BPA also used the platform for labor-saving automation and mobile application for sales reps. Read More Log in to view content
Contents

Technology Category

Networks & Connectivity - 5G

Platform as a Service (PaaS) - Application Development Platforms

Applicable Industries

Buildings

Packaging

Applicable Functions

Facility Management

Sales & Marketing

Use Cases

Leasing Finance Automation

Retail Store Automation

Services

System Integration

Challenge

BluePrint Automation (BPA), a global leader in end-of-line packaging automation, was facing challenges with its sales and marketing operations. The company was relying on Excel spreadsheets for data storage and email for lead tracking, which was not only inefficient but also led to unsatisfactory outcomes. The lack of a centralized customer data system was hindering effective customer interactions and relationship building. Manual data entry was consuming more working hours than the actual selling process. BPA, which primarily uses a relationship-based selling approach, realized the need to rethink its operations. The company aimed to reduce human error, optimize customer communication, and automate all stages of the buyer’s journey.

About Customer

BluePrint Automation (BPA) is a world leader in end-of-line packaging automation. The company designs, develops, and manufactures packaging solutions for flexible and other tough-to-handle packages. BPA has a reputation for being an innovator, with its sales and engineering teams working closely with customers to develop optimal solutions for specific packaging needs. The company has three full-service manufacturing facilities in the USA and Europe, an additional facility in China, and ten sales and service subsidiaries worldwide. BPA's solutions are used by thousands of companies in over 60 countries.

Solution

BPA decided to adopt a CRM solution to streamline customer communication and automate the buyer’s journey. After thorough research, the company chose Creatio’s no-code platform to automate workflows and CRM. The no-code technology allowed BPA employees to make process changes without the need for developers. The system was implemented with the help of Creatio’s partner, Techosystem, who ensured a smooth transition and quick adaptation of the BPA team to the new work environment. The Creatio platform became a digital hub for BPA’s sales and marketing teams, logging customer data and interactions for easy tracking. The platform also enabled intelligent audience segmentation for personalized marketing campaigns, automated sales workflows, and centralized solutions for marketing and sales alignment. BPA also used the platform for labor-saving automation and mobile application for sales reps.

Impact #1	The implementation of the Creatio platform has transformed BPA into a data-driven organization. The platform's flexibility allowed BPA employees to start configuring processes and building dashboards independently shortly after implementation. The system has significantly contributed to the alignment of marketing and sales, resulting in a successful lead hand-off process. BPA sales reps can now spend more time in the field attracting prospective customers, thanks to labor-saving automation and a mobile application. Customized dashboards provide an instant overview of the sales team’s daily progress and marketing campaign results, helping the team identify areas for improvement. The dashboards also visualize the quote management process, providing managers with full visibility of team performance. BPA is now planning to implement document management workflows to automate proposal generation and establish seamless integration with their ERP solution.

Impact #1

The implementation of the Creatio platform has transformed BPA into a data-driven organization. The platform's flexibility allowed BPA employees to start configuring processes and building dashboards independently shortly after implementation. The system has significantly contributed to the alignment of marketing and sales, resulting in a successful lead hand-off process. BPA sales reps can now spend more time in the field attracting prospective customers, thanks to labor-saving automation and a mobile application. Customized dashboards provide an instant overview of the sales team’s daily progress and marketing campaign results, helping the team identify areas for improvement. The dashboards also visualize the quote management process, providing managers with full visibility of team performance. BPA is now planning to implement document management workflows to automate proposal generation and establish seamless integration with their ERP solution.

Benefit #1	Enhanced customer communication
Benefit #2	Up to 75% reduction in the time spent on day-to-day activities
Benefit #3	Streamlined lead-to-cash conversion

Benefit #1

Enhanced customer communication

Benefit #2

Up to 75% reduction in the time spent on day-to-day activities

Benefit #3

Streamlined lead-to-cash conversion

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Overview

Blueprint Automation Enhances Sales and Marketing with No-Code CRM

Operational Impact

Quantitative Benefit