CRM Applications

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What is CRM application?

The term or abbreviation – CRM – stands for the Customer Relationship Management system. One of the most important functions of CRM apps is keeping all the information on customers and transactions. Earlier companies stored all the data in Excel, in huge tables, and it was hard enough to find the required information.

CRM apps allow to keep data in convenient cards, and the whole history of interactions with the clients is presented in chronological order – from the first call to the purchase. Powerful CRM apps enable you to store phone conversations, save important documents, invoice client in one click, write emails directly from the system, create reminders, for example, to prepare a business offer, etc.

Acquire more customers

CRM applications help companies acquire and convert prospects into new customers through building awareness, analyzing behaviors, defining target audiences and delivering the right messages to the right people.

Retain customers

CRM apps aim not only at increasing the number of new customers, but also at improving the lifetime value of the existing ones. By automating customer-centric processes and using consolidated customer data from multiple sources, companies can provide a more personalized approach resulting in better customer loyalty.

Deliver great customer experience

The ultimate goal of a customer relationship management application is to increase revenue through the continuous delivery of an outstanding customer experience. Timely and personalized approaches to each and every customer will improve customer loyalty and result in repeat sales.

Boost your customer experience with the bpm’online CRM app!

Optimize your marketing, sales and service processes

CRM applications are designed to help you optimize your marketing, sales and service processes. You can use any of the built-in business process templates to immediately put them into action. You can also modify, analyze and monitor all of these processes in order to bring them closer to your core business principles.

Automate repetitive tasks

CRM apps automate the majority of boring and repetitive tasks for people working in your organization’s key departments. By reducing the amount of these tasks, CRM apps will significantly give your staff the ability to increase the quality of their work. Additionally, business process optimization will help you analyze and fine-tune your processes to cut down even more expenses down the line.

Boost your sales

CRM applications are designed to track and record actionable data on your prospects, leads and customers to enable you to deliver a delightful customer experience throughout the entire customer journey. You will be able not only to generate new leads, but also to identify the quality ones, so that your best employees can immediately start building long-lasting relationships with them.

Empower sales reps

The cornerstone feature of customer relationship management software is the customer database. Your sales reps will have round-the-clock access to your customer information and will be able to evaluate the level of customer profile completeness.

With constantly updated customer information at their disposal, your sales reps will become more efficient and productive. Powerful CRM apps like bpm’online provide the smart data scientist, a tool that gathers information from open sources to complete the customer database profile.

Efficiently resolve customer issues

Resolving customer issues is a very important task, and to be able to do it efficiently, CRM apps enable managers and customer support department staff to optimize case management process: track resolution progress, assign cases to appropriate agents or teams and so on.

In order to help customer service departments, CRM apps support the categorization of customer cases, so that customers with burning issues can be served as fast as possible. This leads to increased customer satisfaction rate and helps you build stronger relationships with your customers.

Increase productivity

CRM apps are not only built to help you deliver a great experience to your customers, but to ensure seamless internal operations as well. With built-in productivity tools, you will be able to organize the workflow of your departments and make sure that everyone stays on top of their tasks.

The notification system is there to make sure that nobody misses important information. Leading CRM systems provide effective tools for communication within the company. For example, bpm’online features Enterprise Social Network (ESN), internal communication system with the ability to easily share news, comment and “like” posts, and get notifications on the most important projects, events, etc.

Bpm’online marketing

Bpm’online marketing is a great software to drive demand generation by understanding prospects’ needs and delivering personalized communication in order to transform them into sales. Thanks to all of this, you will be able to effectively nurture all of your leads, while at the same time identifying and addressing any of their problems and other inconveniences. With powerful backend analytics, you will be able to assess the efficiency of each of your campaigns and other activities.

Marketing automation tools in CRM apps include, but are not limited to:

  • database management;
  • marketing campaigns management ;
  • lead management;
  • email marketing;
  • event management;
  • communication tools;
analytics.

Bpm’online enables to effectively segment customer database to address customer needs in a more personalized way.

Bpm’online sales

Bpm’online sales automation tools enable sales professionals to efficiently manage the complete sales cycle – from initial contact to order. Take advantage of the built-in best practice sales processes to enhance the operation of sales department. Analytics will put you in a position to immediately identify the bottlenecks in your sales processes, so that you can modify them on the go and achieve better results.

Sales reps can take advantage of the app’s powerful features such as:

  • sales forecasting;
  • opportunity management;
  • field sales management;
  • single window for order processing enables to manage orders with no efforts
  • predefined templates allow to easily create new orders and invoice the client in a single click

Bpm’online service

Bpm’online CRM software for service automation enables service agents to work more efficiently and constantly deliver high-level service to customers. Bpm’online’s intuitive user interface will enable you to manage customers request in just a few clicks.

The solution includes but not limited to the following features:

  • omnichannel communication;
  • case management;
  • contact center automation;
  • service catalogue;
  • service level management;
  • knowledge base;
  • analytics tools.
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