Mobile Sales Force Automation

Use bpm’online sales to access all the critical information about your customers from any mobile device.

Try bpm'online Mobile Sales Force Automation to learn how it can help you grow your business

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Essential features of mobile sales force automation software

Transform the way your sales representative use critical information about their customers and approach the sales process on a whole new level. Adjust every business process in the sales pipeline to boost the productivity and efficiency of your sales activities. Mobile sales force automation offers a wide range of features no sales department can live without, from sales predictions to a complete overview of your customers.

Communication panel

Communicate with your team and customers directly from the system. Make calls, manage emails, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important events.

Opportunity tracking

Manage all opportunities in bpm’online sales using the out-of-the-box business processes. Define tactics for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.

Sales analytics

Get comprehensive statistics on opportunities in bpm’online sales. Evaluate the efficiency of sales on each of the stages, identify best sales reps using the “Sales Leader” dashboard or monitor the efficiency of the sales department as a whole with the help of the “Sales Pulse” dashboard.

Boost your sales department performance with bpm’online sales!

Advantages of mobile sales force automation

Online and Offline mode

Mobile sales force automation can be used in both online and offline mode. Whichever option you choose, the needed data will always be at your fingertips.

Effective lead management

Explore the prospect’s needs and preferences, and track status of the lead in real time.

Document database

Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important event.

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;
and The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
as well as included into The Forrester Wave™: Dynamic Case Management, Q1 2018.

Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2017 and the Gartner Magic Quadrant for CRM Lead Management, 2017; 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, named bpm’online the Leader in Enterprise CRM Suite and Midmarket CRM Suite categories of the CRM Market Awards 2017 by CRM Magazine. This is the third year in a row that bpm'online made it onto the leaderboard in Midmarket CRM Suite category, with impressive 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 a Leader in Business Process Management reports by G2 Crowd, Spring 2018; recognized as a High Performer in the CRM Software Grid® Report by G2 Crowd in four categories – all CRM, Enterprise CRM, Mid-market CRM and Small-Business CRM, 2018

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

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Breakthrough technology and positive reviews of our customers made 6000+ companies employ bpm’online products to manage customer-facing processes and deliver amazing customer service

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