Tips for choosing the best online CRM system

Discover the best practices on how to select the most suitable CRM tool for your business? Check out this article to get a complete list of the most important CRM features


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How to choose the best online CRM software

These days, it is hard to imagine a successful organization without a professional CRM system in place. More and more business owners agree that a good CRM platform is a must for every growing business no matter its size or sector.

If chosen and implemented correctly, CRM can help you streamline even the most complex business processes without putting in too much effort. Online CRM has proven its effectiveness to thousands of organizations and remains the number one tool for sales reps all over the world.

Online CRM is good at keeping track of all your interactions with both existing and potential clients. With its help, you will stay in control of your marketing, sales and service effort. Powerful CRM is aimed at improving communication not only with your clients but between your sales and marketing teams as well.

online CRM system bpm'online

By maintaining sustainable relationships with your customers and colleagues there is a higher chance for your organization to sell more products and services as well as keeping more customers.

Even though today the choice for the best online CRM solutions is wider than ever, selecting the one for your organization still remains a challenging task. As the saying goes, having too many options make it harder to choose. This is because when people make decisions, they are motivated not only by the opportunity for gain, but also by the fear of loss.

And when it comes to selecting the right CRM for your business, the difficulty lies not only in the fact that there are many solutions and technologies to choose from – you also have to consider deployment and customization options, cost, scalability, and business value.

As you can see, choosing the best online CRM solution stills takes some time. Fortunately, our step-by-step guide to selecting the best CRM software is here for you to make your search easier.

Bpm’online CRM is a software aimed at taking your business performance to the next level.

Features to look for when selecting a new online CRM system

There is a number of factors to be considered when buying a new CRM platform. In most cases, functionality, features, support and pricing are the central aspects of the decision-making process. Let us go straight to the top features of a powerful online CRM. Some of the most crucial ones are listed below:

Bpm’online as the best online CRM system

Bpm’online is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service and operations. The software comes complete with all the listed above and much more. What makes bpm’online stand apart from all the other online CRM vendors is the fact that it combines both exceptional CRM and BPM capabilities.

Bpm’online users can leverage out-of-the-box processes that are based on the best practices in marketing, sales and service. Additionally, users can build custom business processes to meet their organizations’ specific business requirements and manage them accordingly no matter whether those processes are structured or unstructured. Below you can check out other worthy benefits of bpm’online CRM.


Top-notch deployment flexibility

All bpm'online products can be deployed cloud and on-site. Depending on your company’s policy, you can choose the deployment that better suits your specific business needs.


Easy customization options

With bpm’online, you can enjoy a complete set of tools to fine tune an application, such as a wizard to add objects, fields and links. An integrated component library to customize without coding and processes to change business logic are also at your disposal. Furthermore, the software features Open Configuration so anything can be changed: developers can rebuild, tweak, and extend bpm’online CRM modules, business logic and functionality using the latest cloud-based technologies.


Engaging interface

Engaging interface of bpm'online system is another reason to implement the software. Bpm’online applications have an intuitive interface and a social look and feel, which makes working with the software easy and ensures an increase in overall user adoption rates. The system provides a consistent user experience on all devices: phone, tablet, desktop, and laptop.

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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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