Bpm’online CRM software delivers end-to-end processes to manage a complete customer journey – from lead to order, and to ongoing account maintenance
Benefits of the Process-driven CRM
Gain the agility to change processes in the CRM faster than ever
Thanks to the low-coding technologies, bpm’online CRM product enables users to easily build and change business processes with the minimal involvement of IT staff.
Bpm’online offers the agility to continually test, modify, and improve processes to keep pace with the new business environment.
Align marketing, sales and service on a single CRM platform
Three off-the-shelf products presented by bpm’online allow to manage a complete customer journey, empowering companies with best practice tools to align all the stages of marketing, sales and service on a single platform.
Discover features the CRM offers to help you boost marketing, sales and service performance
Bpm’online gives its users an ability to have a 360° view over their customers, leads and opportunities, which essentially helps to provide an outstanding customer experience. The system stores all the interactions history, and smart data scientist gathers available information from the open sources, thus completing the profile. Manager can easily track the completeness of every profile and double-check information relevance. The advanced CRM solutions allow to merge duplicates to make sure the database is organized in the most efficient way.
Bpm’online’s powerful BPM engine enables to automate any internal business processes regardless of their complexity. Prebuilt best practice processes direct users through the most efficient steps to achieve better business results within the shortest possible period. Minimal human involvement in the processes essentially reduces the possibility of error.
Enjoy extensive communication tools with bpm’online that enables to manage communications with the clients and between the team members. Agents can easily manage their calendar, planning the work, tasks and meetings and creating personal or group tasks linking them to documents, contacts, opportunities or clients. Supervisors can track employee performance analyzing the number of meetings, calls and emails with no efforts. With the help of enterprise social network (ESN), users can share important news and ‘like’ posts in the newsfeed.
Professional lead management tools allow to easily capture and track leads, qualify them based on their readiness to sales and assign leads to proper agent or team. Easy-to-use dashboards will help to identify the most productive lead generation channels, analyze the statistics, which will consequently lead to increased conversion rates.
Bpm’online CRM software enables to manage opportunities and track the history of their interactions, following them up through every stage of the pipeline. Thanks to the availability of a complete opportunity history, sales reps can easily define personalized tactics for every potential customer, qualify each opportunity, identify key decision makers and track competitors to make sure you are always one step ahead. Due to the advanced analytic tools, bpm’online users can analyze the
Bpm’online software allows to significantly simplify working with documents. The system enables to set relationship between the documents, tailor them to the orders, leads, opportunities and clients. Professional templates gives bpm’online users the ability to quickly create the required documents with a visually attractive design populating them with the system data. It is also easy to start the document approval process: the software will notify the owner once the document is approved.
With bpm’online, users have access to all the necessary information from any mobile device. Mobile CRM solutions allow representatives of marketing, sales and service departments to easily manage daily tasks and plan activities with the help of any portable device: laptop, smartphone or tablet. Bpm’online users always have access to customer interaction history and all the account details from a single interface.
Bpm’online CRM is empowered with the most modern analytic tools that allow to keep abreast of the business performance within the required time period and identify the bottlenecks in the strategy. With the help of easily customizable dashboards, managers are able to track all the important indicators and compare them to the ones of the previous week, month or year.
With bpm’online contact center, it is easier to manage your daily tasks and activities. Customer service agents can manage queues and requests with the help of agent home. Supervisor’s workplace enables managers to keep track of the employees’ activities, manage their workload and evaluate the effectiveness of case resolutions.
Accumulate all cases from your customers and partners in one section. Manage various types of cases, track their statuses, add information about case resolution, and store customer feedback information. Classify the cases into different categories: incidents, service requests, advisory services and claims. Assign cases to agents and teams, regulate timelines for case resolution and manage communications during case resolution.
Store all the information on your products and services in the unified database regardless the complexity and size of your IT infrastructure. Connect new services to valid service contracts and publish them on Customer portal.
Keep all the important documents and document templates, guides, scripts, presentations, articles etc. in bpm’online knowledge base. It can serve as a social network as well: users can share valuable information, news and updates while the other can like or comment posts.
Bpm’online was named a Leader in The Forrester Wave™: CRM Suites for Midsize Organizations, 2016. In addition, bpm’online has been recognized as a Strong Performer in The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016; The Forrester Wave™: Sales Force Automation Solutions, 2017 and The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017.
Bpm’online was recognized in Gartner’s 2017 Magic Quadrant for the CRM Customer Engagement Center, 2016 Magic Quadrant for Sales Force Automation, included in Gartner’s 2017 Magic Quadrant for CRM Lead Management.
Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2017 for its unprecedented agility to modify processes on the fly.
Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.
CRM Magazine, the leading publication of the industry, named bpm’online the Leader in Enterprise CRM Suite and Midmarket CRM Suite categories of the CRM Market Awards 2017 by CRM Magazine. This is the third year in a row that bpm'online made it onto the leaderboard in Midmarket CRM Suite category, with impressive scores all around.
bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.
Bpm'online’s customer, Quint Wellington Redwood Group, has become a winner of 2017 ROI Award for the 1,566% ROI after implementing bpm'online CRM
In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.
Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.
bpm’online is proud to be named the winner of the European IT & Software Excellence Awards 2013 - the pan-European awards event for IT, ISV and Telecoms channels.
Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.