Bits In Glass delivers a comprehensive CRM implementation built around how your teams actually work, not around what the platform assumes. From strategy and data migration to user training and post-launch support, we handle every phase so your CRM drives real outcomes.
Teams weren't involved in the design. Data wasn't cleaned properly. Training happened once, then stopped. Post-launch support disappeared. The system never became a working tool.
We do this differently.
Your teams are involved at every stage.
We build the system around your workflows, not platform defaults.
We stay with you long after go-live to ensure adoption and continuous optimization.
One of only 5 Creatio Premier Partners worldwide, certified across every Creatio module and serving enterprise organizations across manufacturing, finance, healthcare, logistics, and public sector.
Trusted by leading manufacturers, financial services firms, healthcare organizations, and logistics companies globally.
CRM implementation is the full execution journey, from discovery through go-live and beyond. It covers strategy, platform build, data migration, adoption, and ongoing support so your CRM actually becomes a working tool.
Without proper implementation, you buy software and hand it off to your teams to figure out. Adoption fails. Data stays messy. The system becomes a reporting obligation rather than a business asset. With comprehensive implementation services, you get a system configured around your workflows, teams trained to use it, and ongoing support to ensure it drives real outcomes.
Built around how your teams actually work, not around what the platform assumes.
We don’t force your business into the software’s default workflows. We map how you actually sell, serve, and operate. Then we build the CRM around that.
CRM support that stays with you long after go-live.
Implementation ends at go-live for most vendors. For us, it’s where the real work begins. We provide ongoing managed support, run quarterly optimization reviews, and help you continuously get more value from your investment.
Your teams are involved at every stage of the build, not handed a finished system at the end.
Sales, service, marketing, and operations all have input before launch, not after. When your teams helped design the system, they actually used it.
A structured delivery model designed to get implementation right the first time.
We follow a proven methodology: Discover your current state, design the solution, plan the roadmap, build the system, deliver at go-live, and support ongoing. This structure prevents delays and keeps budgets on track.
24+ years of enterprise delivery experience
Creatio Premier Partner, one of five globally
Project + Bench flexible delivery model
Global reach with boutique accountability
We've implemented complex CRM platforms across hundreds of organizations. We know what works and what doesn't.
Our team is certified in Creatio CRM, Sales, Marketing, Service, and Studio. We know the platform inside and out.
Some clients need a dedicated team for 6 months. Others need a blended project + staff augmentation. We offer what you need.
We serve mid-market and enterprise customers across regions. But we're small enough to care and responsive enough to move quickly.
We follow a proven 5-step methodology that ensures successful implementation, adoption, and ongoing value.
We assess your current systems, workflows, and data quality. We interview stakeholders across your organization and identify what needs cleaning before migration.
We develop your implementation strategy and system architecture. We define agentic workflows and integrations. We identify dependencies and risks upfront so there are no surprises.
We create a detailed roadmap with phased rollout, timelines, and resource requirements. We define success metrics and quick wins you can achieve early.
We migrate your data, configure the CRM, build integrations with your other systems, and design agentic workflows. Everything is tested in a non-production environment before going live.
We conduct comprehensive testing, train your teams, identify adoption champions, and manage go-live carefully to minimize risk.
We provide managed support, run quarterly optimization reviews, and help your CRM evolve as your business grows.
CASE STUDY
A healthcare organization with 150+ staff across multiple locations had a legacy CRM that was disconnected from its ERP and service systems. Patient data was fragmented. Care coordinators spent hours hunting for information.
We implemented Creatio as an AI-native CRM, connected it to the ERP for care delivery scheduling and the finance system for billing accuracy, and built agentic workflows so care coordinators receive AI-guided next actions for each patient.
Outcome: Reduced administrative work by 8 hours per week and achieved full ROI within 8 months. Care delivery consistency improved. Patient satisfaction increased.
CASE STUDY
A retail service business needed to track repairs, manage customer communications, and reduce service delays. Manual processes were creating bottlenecks and customer frustration.
We implemented a CRM with automated service workflows, customer notifications, and repair status visibility, enabling customers to track their repairs in real time.
Outcome: Service turnaround time decreased, customer satisfaction scores increased, and staff spent less time on manual status updates and more time on actual repairs.
BRIEF
A financial services firm needed better pipeline visibility and faster deal closing. Sales reps were using spreadsheets and email instead of a centralized system. Leadership couldn’t forecast accurately.
We implemented Creatio with AI-guided lead scoring, pipeline forecasting, and agentic workflows. Connected the CRM to the finance system for real-time deal tracking and revenue recognition.
Outcome: Pipeline forecast accuracy improved to within 5%. Deal cycle shortened. Revenue recognition became automated instead of manual.
Creatio works best for mid-market to enterprise organizations with complex workflows and integration needs. If you’re in manufacturing, financial services, healthcare, logistics, or insurance, Creatio’s agentic workflows and no-code customization are worth exploring.
Creatio is built AI-native with agentic workflows from day one. Salesforce was built for traditional CRM first. If you need frequent customization and workflow changes without developer dependency, Creatio’s approach is fundamentally different.
We structure projects with clear phases and upfront risk identification. Projects go off track when discovery is incomplete or scope changes. We prevent this through thorough planning and regular reviews. If scope changes, we address it transparently and adjust timelines accordingly.
Data security is non-negotiable. We use dedicated security protocols, encrypt data in transit and at rest, and comply with industry-specific requirements (HIPAA, SOX, etc.). We test migration in non-production environments and maintain detailed audit trails. We work with your IT and security teams throughout the process.
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