CRM Program

CRM program is a special platform, which allows to keep clients' information and related documents in one single CRM system.

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What is CRM Program?

Such software keeps records on different customers' interactions; with its help business owners can automate numerous workflow processes as well as track effectiveness and productivity based on analytics from the system.

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

Account and contact management

  • Keep all customer data in one place. Access a complete customer profile in the bpm’online service enterprise, including contact data, social profiles, history of interactions, cases submitted.
  • Having a 360-degree customer view will help you build service strategy and improve your service delivery.

Unified case database

  • Accumulate all cases from your customers and partners in one section of the system.
  • You can classify the cases into different categories: incidents, service requests, advisory services.
  • The system also allows you to assign agents and teams, regulate timelines for case resolution taking into account different time zones and manage communications during case resolution.

Customer Portal

  • Make the case resolution process transparent to your customers through Customer Portal.
  • It allows customers to manage their user accounts and profiles, and track progress of their case resolution.
  • They can also quickly find relevant articles in the knowledge base to resolve cases without agents’ assistance, which will reduce the load on the Service Desk.

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