Creatio Platform Adoption
Comprehensive support to ensure organizational adoption. Operational enablement, change management, and ongoing support.
Why Adoption is Critical?
When the CRM is ready to go live, structured enablement and change management become critical to ensuring successful adoption. Internal subject matter experts who have been closely involved in implementation are well-positioned to lead adoption initiatives and support their teams in navigating new tools, workflows, and capabilities. This approach ensures employees understand not only how to use the system, but also how it supports their daily responsibilities and broader business objectives.
Our Adoption Programs
End Users
Practical adoption support for sales, marketing, and service teams.
- • Navigation & UI
- • Record management
- • Searches & filters
- • Activities & tasks
- • Personal dashboards
Administrators
System management and advanced configuration.
- • Users & permissions
- • Process configuration
- • Templates & rules
- • Integrations
- • Maintenance
No-Code Developers
Building solutions with no-code tools.
- • Creatio Studio
- • Custom objects
- • Advanced workflows
- • API integrations
- • Best practices
Support Modalities
In-Person Adoption Workshops
Hands-on sessions at your offices with practical exercises using your organization's real data.
Virtual Support Sessions
Live remote support sessions with recordings available for later reference.
Self-Study Materials
Documentation, video tutorials, and step-by-step guides for autonomous learning.
Internal Adoption Champions
We guide internal champions who become multipliers of best practices.
Change Management
Implementing a new CRM represents significant change in how people work. We accompany the transition with:
Communication
Clear messages about benefits and expectations
Support
Assistance during the first weeks of use
Metrics
Adoption and effective usage monitoring
Need to accelerate team adoption?
We design an adoption support program tailored to your needs and roles