Montreal, H2Y 2K7, QC,
Canada
Solutions Metrix
Solutions Metrix, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Solutions Metrix collaboration with software players such as Creatio Platform empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Solutions Metrix | Creatio Platform | Creatio Service Management Platform | Customer Support | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
|
First United Corporation | Banking and Financial Services | 273 | $73M | United States | Creatio Platform | Creatio Service Management Platform | Customer Support | 2024 |
In 2024, First United Corporation implemented Creatio Service Management Platform. The deployment in the United States used the Creatio Service Management Platform in the Customer Support category to consolidate two CRM instances into a single customer 360 hub and to run comprehensive case management that processes approximately 1,600 cases monthly.
The solution design emphasized a centralized customer 360 data model and configurable case management workflows, implemented with no code customizations to accelerate time to value. The project included core banking integrations and was delivered with implementation partner Solutions Metrix.
Operational scope focused on customer support and cross department collaboration, improving communications and reporting through unified case routing, shared activity timelines and embedded reporting capabilities. Governance workstreams established standardized case lifecycle processes and role based access controls within the Creatio Service Management Platform to support auditability and ongoing administration.
The Creatio Service Management Platform went live in 2024 and now functions as the single customer 360 hub for First United Corporation, centralizing customer records and case handling across departments. The implementation supports the stated monthly case volumes of roughly 1,600 and materially improved cross department communications and reporting as part of the rollout.
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Buyer Intent: Companies Evaluating Solutions Metrix Services
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