Benefits of bpm'online CRM System
Manage the completeness of information on your customers, their contacts and deals. The system allows you to add weight to each parameter in customer profile and visualize the data in a convenient way. Sales rep can easily identify important customers and transactions, which lack the important details, and a supervisor can promptly evaluate the completeness of customer data in sales portfolio and make sure that database contains all relevant information. In case of information gaps the system allows to send a request to complete the missing data.
Incidents and service requests
Register all customer cases in bpm’online service enterprise. Arrange cases by categories: incidents, service requests, advisory services. The system allows the assigning of agents or groups of agents, regulation of resolution timeframes and management of communications.
Account and contact management
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers. Use bpm’online sales to keep record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions. Having a 360-degree view of your customers, you can predict their buying behavior and preferences to win their trust.