Asseco SEE Streamlines Sales Workflows with Creatio

• Platform as a Service (PaaS) - Application Development Platforms

• Buildings
• Finance & Insurance

• Product Research & Development
• Sales & Marketing

• Inventory Management
• Leasing Finance Automation

• System Integration

Asseco SEE (ASEE), one of the largest IT service providers in South-Eastern Europe, was facing challenges with its outdated CRM solution. The legacy on-site solution was no longer able to support the required level of sales automation and operational efficiency. The company was also looking to establish a single market approach among multiple group companies with different cultural and technology backgrounds. This was particularly challenging due to the company's complex organizational structure, which consists of multiple business units across 23 countries. Each unit has its own profit center and users allocated to it. Additionally, ASEE also manages cross-unit sales, which added another layer of complexity to the situation. The company was in need of a flexible, advanced solution that could minimize development efforts, easily scale, and support its digital transformation journey.

ASEE is the largest operator in South-Eastern Europe in terms of revenue derived from sales of its software and services, and is a top player in banking. The company was founded in April 2007 and is part of the Asseco Group, one of the top ten software vendors in Europe. The Asseco Group operates in most European countries, Israel, USA, Africa, Japan, and Canada. ASEE Group employs over 3,400 people in 23 countries and serves 10+ banks out of the 15 largest ones in Southeastern Europe. The shares of ASEE Group have been listed on the Warsaw Stock Exchange since 2009.

ASEE decided to switch to a new vendor, Creatio, for its cloud-based solutions and no-code development approach. Creatio’s partner, Optingo, took over the project implementation and delivery. Optingo built end-to-end sales management workflows for the ASEE team using Sales Creatio and no-code development tools. This provided sales reps with access to 360-degree customer views and complete communication history, enabling them to better understand customer needs and interact more effectively. The system also provided tips for required activities at each stage, helping the team swiftly move their leads and opportunities through the funnel. The company's complex organizational structure was mirrored in Creatio by setting up access rights so that employees of a certain unit work with accounts and opportunities bound to it. Custom-built workflows in Creatio were also developed to manage cross-unit sales. Additionally, Creatio’s analytic tools and integration with the finance controlling system Tagetik helped ASEE track potential customers in the sales funnel, measure team productivity, and generate accurate and timely reports for the stock exchange.

• The implementation of Creatio's solution has empowered business users at ASEE and reinforced the organization. Hundreds of users at ASEE now use Creatio daily, performing multiple tasks and building solutions that work best for the organization. The highly configurable UI, cloud environment, and rapid user adoption throughout the organization have enabled ASEE to innovate and transform while demonstrating maximized sales efficiency. With a no-code platform, the company can focus entirely on meeting customer and business needs and thrive strategically as a leading organization.

• ASEE Group employs over 3,400 people in 23 countries

• 10+ banks out of the 15 largest ones in Southeastern Europe are customers of ASEE

• The shares of ASEE Group have been listed on the Warsaw Stock Exchange since 2009