How Yellow Pages transformed Sales Management across 6 countries with Creatio
Industry: Directories and Digital Marketing
With more than 30 years of history, Yellow Pages is a full-service digital agency with operations across 6 countries: Cape Verde, São Tomé, Timor, Mozambique, Kenya, and Tanzania. Originally established as a leading print directory, the company evolved into a modern online platform that supports businesses with digital visibility solutions, including online directories, website development, social media management, and email marketing.
With a database of over 100,000 registered companies, Yellow Pages needed a platform capable of matching its scale and ambitions.
I The challenge
The transition to digital required a profound transformation of internal processes. Yellow Pages needed to centralize information and streamline operations within a single plataform.
Key Business Needs
Visibility over the entire sales operation across the country
Standardization and automation of sales, customer service, and marketing processes
Centralization and simplification of the product catalog
Key Challenges
- Short implementation time and effective adoption by teams across multiple countries.
- Lack of a 360-degree view of operations by country and customers;
- Complex historical data import;
- Product catalog with a complex structure inherited from the legacy system.
The lack of standardization had a direct impact on operational efficiency and customer satisfaction.
I The Solution: Sales and Customer Relationship Management platform developed in Creatio.
The implementation was structured in two phases, ensuring progressive adoption and immediate results at each stage.
visibility over customers and operations
active users across different countries, all working with a unified vision
countries with operations centralized in a single platform
Sales & Customer Service
- End-to-end sales process: Leads → Opportunities → Quotes → Contracts;
- Customer Service: ticket logging, management, and tracking;
- Customer onboarding with automated follow-up tasks
- Activity and task management by team and country
- Centralized customer database, segmented by country and company
- Simplified and configurable product catalog directly in the CRM.
Fewer errors. Faster execution. Consistent decisions.
Marketing & ERP
- Integrated email marketing with customer base segmentation
- Facebook Forms: automatic lead capture from campaigns
- Multi-channel marketing campaign management
- API integration with Primavera ERP for real-time account balance visibility
- Proformas and commercial documents generated within the CRM
- Real-time dashboards and reporting
Key Integrations
Creatio integrated with essential platforms:
- Primavera ERP– real-time account balance consultation
- Facebook Forms – automatic lead capture from campaigns, directly integrated into the CRM sales flow
Result: a single, centralized view of commercial operations across 6 countries.