Benefits of CRM System

Learn more on the benefits of CRM software and how it can take your business to the next level


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What is CRM?

CRM system is a software that manages the relationship between an organization and its customers. The abbreviation CRM stands for Customer Relationship Management. The main goal of any CRM is to ensure sales increase by optimizing business processes, improving the quality of goods and services, and effectively communicating with customers (after-sales service and technical support).

CRM captures and analyzes leads, stores information about customers, accepts complaints and offers from these customers and, based on all this information, provides you with the data, which allows for making data-backed decisions. These data is a great way to improve the quality of service and, as a result, increase sales.

Basic functionality of CRM system

Unified database

Seamless operation of all the organization departments is one of the main aspects of a successful business. The task CRM system perfectly copes with is data centralization, which allows every employee, referring to a single unified database, to see a detailed and complete view of the buyer.


Good CRM solution provides the ability to interact with customers through all communication channels: phone, email, and even social networks. What’s more, CRM also provides team and team members with the capability to communicate with each other through the single interface..

Continuous analysis

The ability to conduct a continuous analysis of the information gathered to make data-backed decisions about the future strategy of the organization, forecast sales volume, and detect bottlenecks before they cause serious troubles.

Accelerate your marketing, sales, service and operations with bpm’online!

So what are the benefits of CRM system?

CRM system is a highly efficient type of a software solution, which brings billions of advantages. The most essential benefits of CRM include:

Costs reduction

Quality of the service/product improvement

Performance improvement

Increased customer loyalty

Increased number of customers

Increased sales volume

Benefits of using bpm'online CRM

Bpm’online is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service and operations. Developed on top of the intelligent BPM platform, bpm’online CRM provides its users with out-of-the-box tools to manage a complete customer journey, from the first point of contact to customer service. Additionally, bpm’online provides an ecosystem of out-of-the-box processes, templates and apps – bpm’online marketplace, which enables users to accelerate productivity and benefit from extended bpm’online capabilities. All bpm’online products can be used both as stand-alone solutions and as a bundle.

Bpm'online marketing

With bpm’online marketing, users are able to consolidate the data on the leads and their interactions history in the single environment. Moreover, users have the ability to segment the lead database based on the necessary parameters, which may include age, demographics, gender and others, to ensure a personalized approach to every lead or segment. With the help of smart website tracking tool, it is easy to track the lead’s behavior on the website and identify the most effective lead generation channels, which allows for focusing the attention on the most efficient ones. With the help of the intuitive campaign designer, users are able to create and run campaigns of any complexity and send personalized trigger emails.

Bpm’online sales

With wide bpm’online sales functionality, sales professionals are able to efficiently manage the complete sales cycle – from initial contact to order, and successful cross and up sales. The system is equipped with a set of built-in best practice sales processes that guide sales reps step-by-step through the most effective actions to liberate sales bottlenecks and get the most out of the sales pipeline. Sales reps can take advantage of the bpm’online powerful features such as sales forecasting and planning, opportunity management and field sales management. Single window for order processing enables to manage orders with no efforts: predefined templates allow sales agents to easily create new orders and invoice the client in a single click.

Bpm’online service

Bpm’online service keeps the information on all the customers in a unified database, and intelligent data scientist enriches the system with available information from the open sources. Users are also able to automate the contact center, allowing service agents to more effectively manage their daily tasks in a single window interface, and allowing supervisors to easily track the performance of service reps. Service agents can also create static and dynamic queues to manage cases more efficiently. Bpm’online service allows users to easily register all customer cases and follow up the effectiveness and quickness of their resolution. Supervisors may assign case to an appropriate agent or a group of agents, manage communications while resolving it and control on-time case closure.

Boost your marketing, sales and service performance with bpm’online!

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™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
and The Forrester Wave™: Dynamic Case Management, Q1 2018.

Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2018, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.

Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 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, recognized bpm'online as a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite in the CRM Market Awards 2018. This is the fourth year in a row that bpm'online made it onto the leaderboard in the Midmarket CRM Suite category, with superb 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.

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 has been named as Leader in CRM Software and Business Process Management Grid® Reports by G2 Crowd, Summer 2018.

Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.

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