Blueprint Automation Enhances Sales and Marketing with No-Code CRM

• Networks & Connectivity - 5G
• Platform as a Service (PaaS) - Application Development Platforms

• Buildings
• Packaging

• Facility Management
• Sales & Marketing

• Leasing Finance Automation
• Retail Store Automation

• System Integration

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.

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.

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.

• 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.

• Enhanced customer communication

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

• Streamlined lead-to-cash conversion