Comprehensive full-fledge applications to accelerate marketing, sales and service that can be deployed as standalone products, or as a bundle on a single CRM platform
Benefits of the bpm’online CRM
Gain the agility to change processes in the CRM faster than ever
Thanks to the low-coding technologies, bpm’online intelligent platform enables users to easily build and change business processes without deep technical skills.
Bpm’online offers the agility to easily and rapidly modify existing applications and processes to keep pace with the new business environment.
Align marketing, sales and service on a single CRM platform
Three comprehensive full-fledge applications presented by bpm’online allow to manage a complete customer journey, empowering companies with out-of-the-box solutions, templates and 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 accelerate marketing, sales and service
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.