BPMonline 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, BPMonline CRM can automatically link this information with the data that has already been stored in the application.
BPMonline 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.”
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 BPMonline 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.
BPMonline 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.
By integrating BPMonline 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.
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.