Advantages of CRM for case management
Visual process designer
Automate key business processes using a powerful yet simple visual process designer. Model processes in BPMN using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.
Manage all opportunities in bpm’online sales using the out-of-the-box business process. 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.
Leverage bpm’online sales to efficiently manage both internal and external projects. Set project deadlines, manage costs, assign tasks to owners or teams.