With the latest version 7.7, bpm’online introduces a new business process management (BPM) engine, which supports runtime process evolution. Modify processes in the middle of an action!
The new BPM engine and user interface provides the agility to change processes faster than ever. The installation of Silverlight is not required, so users can work with bpm’online in any browser.
Gain unprecedented agility. There are no interruptions the user when a process needs to be updated. This helps with process modification and testing in response to the immediate needs of the business, on the fly and in the cloud.
With the newest release, bpm’online’s mobile app interface becomes even more engaging. Leverage the improved mobile app to get access to critical data in your CRM anytime, anywhere.
The completely updated UI and UX of the application bring new flexibility and access to users with a set of quick keys, one-touch record creation and simplified data editing.
Don’t miss a single detail when communicating with customers. The updated version of bpm'online offers an intelligent mechanism that enables you to add weights to client characteristics (variables) and evaluate the completeness of a contact, account, or deal profile.
Visual dashboards inform reps about data insufficiency for important clients or deals, and managers receive reports on segments that are at a risk because of a lack of information.
Bpm’online 7.7 offers a completely updated mechanism to simplify data searches and eliminate duplicates in contacts, accounts and leads. These tools will help you keep your database clean and up to date, enabling you to improve your communications with customers.
When working with search results, you can merge duplicates and save the entire history of interaction, or exclude similar records from search results. During a search, the system takes into account the different formats of names, phone numbers and websites so that when records are merged, identical communications options are not duplicated.
Bpm’online 7.7 offers updated email synchronization via IMAP protocol, and simplified synchronization of your MS Exchange and Gmail contacts and calendars to instantly start working with your CRM and obtain a 360-degree customer view.
Automatic integration with Google enables the user to instantly start working with their contacts, emails and calendar. The administrator can also set up user or group rights to import / export contacts.
The updated system enables you to synchronize both personal and group tasks, as well as all communications options for connected contacts. A manager can export a meeting into Google and it will appear in the customer’s calendar. As soon as the meeting is confirmed, the status will be shown in bpm’online 7.7.
The system also provides updated tools to set up integration with MS Exchange in the cloud. Now, all data will always be on hand.
For convenience, all notifications are now gathered in a unified notification center and functional tabs help you stay organized in the stream of notifications and find the necessary one.
Updated hints on the main page help you get to know the system better and faster, and tooltips show up whenever you hover over system elements. Also, when hovering over an account or a contact, a mini-record pops up with a summary of the record. By clicking on it, the user goes to the account or contact page for more detailed information.
If you need further information, you can go to the bpm’online academy or contact technical support directly from the notification center.