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, including 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.
Segment customers by multiple 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 their communication patterns. 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 and Twitter. Get various customer information from social networks with the click of a mouse.
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 you to see your customer base under a different lens 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.