Bpm’online introduces major new features to its intelligent platform for Business Process Automation and CRM

Wednesday, September 26, 2018
News

Software update 7.13 features many improvements designed to accelerate business growth and transformation.

Bpm’online, a global business software company leading in the space of business process automation and CRM, today announced the release of the latest version of its intelligent platform that enables enterprises to create and automate business processes, and manage their relationships with customers and other key stakeholders. This release, bpm’online 7.13, adds value in key focus areas to make enterprises more effective in building, optimizing, and maintaining effective processes of business transformation.

“At bpm’online we know you can’t have excellent customer relationships without powerful business processes. This release builds on our industry-leading capabilities in business process automation and CRM, and represents our ongoing efforts to deliver immediate value for our customers’ business practices,” explained Katherine Kostereva, CEO and Managing Partner of bpm’online. “By listening to our customers and focusing on providing solutions to core challenges organizations face, we enable enterprises to transform their business practices to integrate separate functions and more closely align with their customers’ needs.”

The latest version of bpm’online features tools to accelerate five key operational areas of enterprises – marketing, sales, service, operations, and citizen development.

1. Key enhancements to accelerate marketing

A major focus of this release is to enable marketers plan and execute marketing strategies and campaigns faster and more effectively. Key enhancements include:

  • New elements to launch campaigns by trigger events
  • Upgraded campaign page layout
  • Macros in the email subject for better email personalization
  •  Improved email contact preference management
  • All-new tools for email preview setup
  • Ability to define content styles in Content Designer
  • Enhanced tools for test emails
  • Connector to Dotmailer, a popular email marketing service
  • Integration with WordPress landing pages
  • Kickfire connector to identify accounts of website visitors by their IP addresses
  • Brand new Account Based Marketing (ABM) tools

2. Key enhancements to accelerate sales

Key features in this release assist in more effective sales processes and opportunity tracking. Key enhancements include:

  • Extended predictive tools for opportunity scoring
  • Revamped design of the “Lead-to-Opportunity” pipeline dashboard
  • Assessing opportunity completeness
  • Extended capabilities for file management
  • Enhanced eCommerce capabilities with smart eCommerce gateway
  • Enhanced billing tools with Payment gateway
  • FedEx integration for simplified delivery of goods sold
  • Pre-set integration with Exact Online ERP

3. Key enhancements to accelerate service

This set of features enables customers to more closely align their service processes with other aspects of their business operations. Key enhancements include:

  • Improved UI for case management
  • Capability to create a new case from an existing case email thread
  • Enhanced tools for multilingual service emails
  • Extended survey management capabilities

4. Key enhancements to accelerate operations

Latest improvements of business process automation and CRM capabilities enable both users and administrators of bpm’online accelerate day-to-day operations and boost productivity. Key enhancements include:

  • Improved project management capabilities
  • Instant data indexing in global search
  • More tools for working with folders and filters
  • Expanded text formatting for Notes and Emails
  • Enhancements of timeline tools
  • Drill down into mobile dashboards
  • Enhancements of deduplication and data import tools
  • Simplified real-time contact and lead data synchronization with third-party systems
  • Advanced GDPR toolset

5. Key enhancements to accelerate citizen development

Citizen developers – business analysts or system administrators – building new processes and other customizations can more quickly and easily deliver new features based on the needs of the enterprise. Key enhancements include:

  • Creating custom machine learning models without coding
  • Predicting values in any numeric field
  • New intelligent process management tools
  • Extended capabilities for setup of pre-configured pages in business processes
  • New capabilities to configure integrations
  • OAuth 2.0 authentication for web services called from business processes
  • Section Wizard UX improvements
  • Extended tools for configuring quick view
  • Advanced dashboard setup capabilities with drag’n’drop and WYSIWYG tools
  • PostgreSQL support
  • Support for a fail-safe Redis server configuration

Bpm’online also continues to rapidly expand its bpm’online marketplace. Leveraging newly added apps, solutions and templates users can accelerate productivity and benefit from extended bpm’online capabilities.

Learn more about bpm’online version 7.13>>

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About bpm'online
Bpm'online is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of bpm’online is to help companies ACCELERATE!
For more information, please visit www.bpmonline.com.