Advantages of bpm'online Contact Management Application
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.
A single contract database
Easily manage all contracts, related specifications and additional agreements using bpm’online sales. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders.
Analyze the dynamics of closing deals and identify bottlenecks using bpm’online sales analytics. The system provides statistical data for a selected period, and helps monitoring overdue contracts that require urgent reaction.