Hoping to boost efficiency by automating workflows related to customer resource management (CRM), growth equity firm Volition Capital turned to global software company Creatio and its no-code platform for help.
This is the account told by Boston-based Creatio on its website about fellow Boston firm Volition, which invests principally in high-growth, founder-owned companies in the software, internet, and consumer sectors. Earlier in the year in February, Volition led a $68 million minority investment in Creatio, with the understanding that the software company would be providing Volition with a unified view of all its engagement workflows, especially as Volition scales up its pipeline on deals. By doing so, Creatio will enable Volition to stay in touch with key contacts at potential portfolio companies, increasing the efficiency and conversion levels of such interactions.
For the initial implementation, Volition replaced its legacy internal system with Creatio’s core CRM platform. In the next phase of implementation, Volition plans to replace its current email marketing and business with the business-to-business (B2B) sales cadence automation tools of Creatio.
“We were using multiple B2B software as a service (SaaS) platforms for CRM, email marketing, and database management,” said Lindsey Eckerd, Volition vice president of marketing. “With the Creatio integration in full progress, our team will have a single-pane-of-glass view for every prospective touchpoint and communication.”
Andie Dovgan, Creatio chief growth officer, said the relationship between Creatio and Volition made the partnership and project a natural fit for the two entities. “It’s been very easy for our teams to collaborate on this deployment,” Dovgan remarked. “We are excited to help Volition Capital increase the efficiency of its engagement with potential portfolio companies and boost employee productivity via intelligent workflow automation and no-code tools.”
Creatio helps organizations create no-code companies by providing a platform that allows for automating business ideas in minutes. The company combines an intuitive low-code/no-code platform, best-in-class CRM, and a robust workflow automation in a single solution to accelerate sales, marketing, service, and operations for mid-size and large enterprises alike. Creatio offers a composable approach to app development and workflow automation, and out-of-the-box functionality eliminates the need to build core modules for apps from scratch. Its pre-configured modules have common core functions needed for several apps, and they can be reused to develop different solutions more quickly. Users can then repurpose pre-built or newly developed modules, plug-ins, and even entire applications to rapidly create necessary solutions.
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Alex is responsible for writing about trends and changes that are impacting the customer experience market. He had served as Principal Editor at Village Intelligence, a Los Angeles-based consultancy on technology impacting healthcare and healthcare-related industries. Alex was also Associate Director for Content Management at Omdia and Informa Tech, where he produced white papers, executive summaries, market insights, blogs, and other key content assets. His areas of coverage spanned the sectors grouped under the technology vertical, including semiconductors, smart technologies, enterprise & IT, media, displays, mobile, power, healthcare, China research, industrial and IoT, automotive, and transformative technologies.
At IHS Markit, he was Managing Editor of the company’s flagship IHS Quarterly, covering aerospace & defense, economics & country risk, chemicals, oil & gas, and other IHS verticals. He was Principal Editor of analyst output at iSuppli Corp. and Managing Editor of Market Watch, a fortnightly newsletter highlighting significant analyst report findings for pitching to the media. He started his career in writing as an Editor-Reporter for The Associated Press.
