Account and contact management

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers. Use bpm’online sales to keep record of contact data, addresses with the ability to see them on the map, track connections between accounts, see a list of activities, they're involved in, and more. Know your customers, their buying behavior and preferences to win their trust.

Customer segmentation

Segment customers by various parameters to improve communication and build stronger relationships. Bpm’online sales allows building custom segments by industry, revenue, priority or any parameter you choose. Using dynamic segments, which are filled automatically based on the set parameters, you can, for example, filter all the accounts which you have not contacted for one month.

Interactions and communication history

Build relationships with customers based on a complete history of your communication. Bpm’online sales keeps track of every interaction with an account or contact, including meetings and calls, contracts, orders and invoices. This enables you to evaluate the progress of your relationships, change your approach to achieve better results and make well-thought data-driven decisions.

Data enrichment through social media

Use bpm’online sales pre-built social media integration features to enrich customer profiles with additional data from Facebook, LinkedIn and Twitter. Get various customer information from social networks with the click of a mouse.

Duplicates search and merge

 

Identify and eliminate duplicate records in bpm’online sales in order to manage your customer database more efficiently. When creating new records the system automatically checks for duplicates, or you can perform a manual check or schedule the recurrent search for duplicate accounts and contacts. Make sure you make the most of every interaction with customer.

Customer database analytics

Analyze your customer database and convert the data into actionable insight that will help to identify new opportunities. A thorough analysis enables to see your customer base under different angles and identify the top customers that could fuel your company’s growth. Customize dashboards in bpm’online sales to keep an eye on the key performance indicators.