Bpm'online CRM will guide you through all steps of a deal, automatically create required tasks for you, and remind about planned meetings. It will provide you with the most relevant data at every step of a sales process. E.g. it will display info about new products and discounts when you make a first call to a lead.
The system automatically calculates total estimated income based on your forecast for each sale. It also displays real-time data of your current income, according to money that has been already received.
Sales pipeline is a tool that enables you to instantly take a big picture of your sales by grouping all deals according to their current stage.
Complete information about your customers and partners is under one roof. The entire history of your partnership — calls, messages, contracts, bills, etc. — is always under your fingertips.
After adding information about new lead to the system, bpm'online CRM can automatically link this information with the data that has already been stored in the application.
Bpm'online CRM uses various criteria to assume that, e.g. new lead from offline event Steve Johnson and registered website visitor Steven Johnson are the same person. By removing duplicates you will never hear “We have already been working with your colleague. Don’t call us again.”
Enterprise social networking tools that help employees organize communication, and enhance collaboration between teams and departments. With bpm'online’s ‘Feed’ you’re always connected to your colleagues, and can share information across the enterprise in a transparent way.
Connect the dots: by linking marketing activities with sales results, you can automatically estimate marketing ROI. Build a consolidated report that shows return on investments for every campaign to spend your budget only on the most profitable marketing activities.
You can specify multiple segmentation criteria. E.g. you can select all IT companies from US with more than 1000 employees. The system will automatically make the list of companies that match the segmentation criteria.
With bpm'online CRM you are free to choose between built-in mass mail tools and MailChimp integration. In the first case you will get extra features, such as attaching files or setting a campaign on pause. In the second case you can utilize the power of all the analytical tools of MailChimp.
Bpm'online CRM lets you accurately manage your daily, weekly and monthly tasks, as well as tasks of every employee. You can easily appoint team meetings and sync your tasks with Google Calendar.
The new notification panel includes automatic reminders about important events and meetings, ESN feed and information on statuses of approval. Now users can obtain actual information without being distracted from their current tasks.
By integrating bpm'online CRM with e-mail you will unite all your messages in a coherent picture of customer development, starting with his or her first confirmation to attend your event, and ending with a copy of a signed contract.
The application is integrated with Facebook, LinkedIn and Twitter to help you stay connected with people and build long-lasting relationships.
Out-of-the-box diagrams and reports provide you with a clear picture of key business metrics, e.g. closed transactions, customer database growth dynamics, number of deals in different regions and industries, marketing efficiency.
Monitor real-time diagrams and reports to keep tabs on current situation, measure results and forecast sales. Quickly create your own reports and modify dashboards to get new analytical dimensions.
Get access to your team’s collective knowledge to instantly tap into the data you need to sell faster. Automate document flow, share materials, track invoices and attach files.
You can do all your work right from the command line. Just start typing to let the command line offer you the list of most appropriate actions or jump to the required page.
Now users can contemporaneously display the list and the selected record card. Thus it is possible to work with the data without switching pages - all is displayed on a single screen.
The system always displays key information hiding blank fields and secondary data blocks. Controls appear only when needed.
The application provides wizards and designers for objects, pages and processes. Use these tools to change the data appearance or business logic without programming.