Sales Force Automation

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Why Is Sales Force Automation Software Important for Your Business?

In order to stay ahead of your competition and gain as many customers as possible, you need to make sure that all your business processes are streamlined, so that you can fully focus on your core competencies. You need to be able to follow your customers through their entire customer journey and successfully guide them through every single stage of your sales pipeline.

This is why you need to have an agile and effective sales management system that will provide you with accurate information about your customers and prospects, including all their interests and preferences related to your business, so that you can identify your top customers, remove all the bottlenecks in the sales pipeline, and effectively convert all your quality leads.

This is where a sales force automation system comes into play. Having a good a sales force automation system in place will help you capture quality leads and effectively convert them, eventually increasing your sales and generating more revenue and ROI.

Finding the right a sales force automation system for your business may be a bit daunting, as there are plenty of products out there to choose from, which is why bpm’online provides the software that is certain to fit every business’ unique needs.

Bpm’online sales is an intelligent sales force automation system that is designed for effectively managing sales and boosting the sales productivity of every business, providing the complete control of the entire customer journey and increasing sales volume and revenue.

Boost your sales productivity with an innovative bpm’online SFA software!

Advantages of sales force automation with bpm’online

The agility to change sales force automation processes on-the-go

All bpm’online applications are backed by a powerful BPM engine, which enables design, execution and modification of business processes in real time to stay tuned to the new business environment. With the help of an intuitive visual process designer, users can easily make necessary changes to existing processes, as there is no coding required.

The agility to change sales force automation processes on-the-go

All bpm’online applications are backed by a powerful BPM engine, which enables design, execution and modification of business processes in real time to stay tuned to the new business environment. With the help of an intuitive visual process designer, users can easily make necessary changes to existing processes, as there is no coding required.

What is sales force automation software?

Sales force automation (SFA) is end-to-end sales management software that provides a complete control over the entire customer journey – from lead to order, and repeat sales. Proficient sales automation software automatically registers all stages of the company's sales process including a system for tracking customer contacts and a system for identifying potential customers.

With a sales force automation system, you can automate numerous repetitive and time-consuming, but necessary tasks associated with sales. By automating those tasks, you will eliminate the risk of human error and be certain that every piece of information, including vital reports and analytics, is always accurate, so you will never make a costly mistake.

Moreover, you will free up quite a lot of time for your sales reps, enabling them to do what they do best – communicate with your prospects and customers in order to sell your company’s products or services.

Statistic data proves the ineffectiveness of any organization without the competent planning of the sales process: 60% of companies close for this reason during the first three years of operation.

Automated Sales System

For any business, an important component of success is an intelligent sales system. It must operate perfectly, especially considering rapidly growing market and high competition; the system should be fast and accurate, allowing for a minimum of errors. In the battles for the market share, only the strongest survive, and the sales system is a very powerful weapon that can significantly change the alignment of forces. Working with a proper Sales Force Automation system, a manager has the full information on the orders, which enables him to react in a timely manner to changing situation, give the necessary recommendations to his subordinates, check the stock of production and adjust the processes to increase sales volume.

Bpm’online sales is a cloud-based CRM system for sales force automation to drive successful customer acquisition, development and retention. The solution has a set of built-in best practice sales processes that guide sales reps step-by-step through the most effective actions to liberate sales bottlenecks and get the most out of the sales pipeline.

Moreover, bpm’online’s SFA software enables users to connect sales processes with the lead generation pipeline, account management and service delivery stages to ensure a positive and personalized experience for each customer.

360° customer view

Keep all your accounts and contacts in one place, and segment your customers to enhance communication with them and build strong relationships. A complete view of your customers, along with the history of interactions, will help you predict their buying behavior and make data-driven decisions.

Business process management

Automate all your business processes and keep track of their execution, so that you can identify and eliminate any potential bottlenecks and make sure you reach maximum operational efficiency within your organization.

Collaboration tools

Communicate with all your customers and teams directly from bpm’online CRM system. Send emails, make calls, manage your tasks and meetings, and collaborate with your team in real-time on the integrated Enterprise Social Network (ESN), regardless of the device you are using.

Lead management

Keep all your lead profiles in one place, so that you can track, capture, and nurture them. Use bpm’online sales to analyze your statistics on leads in order to qualify them and assign them to the right teams, before handing them off to sales reps.

Opportunity management

Manage all your opportunities with the out-of-the-box sales process that will help you successfully close every deal, guiding you through every stage of the sales pipeline and providing you with comprehensive analytics on your opportunities.

Orders and invoices

Manage your orders in bpm’online sales, which will keep your entire orders history and enable you to process orders in a single window of the CRM system, allowing you also to add invoices and control all the payments.

Field sales management

Easily manage your field sales reps by scheduling their visits and using geo-tags to monitor them in real-time and evaluate their efficiency. Manage all contracts in bpm’online sales and receive orders instantly during all meetings.

Sales forecasting

Use bpm’online sales forecasting tools to predict sales volume and ensure you meet, and even exceed, your sales quotas. Our sales analytics tool will help you compare indicators across various time periods to accurately forecast your sales.

Contract management

Keep all your contracts in a single database in the bpm’online sales system. Automate contract approvals and create print documents in just a matter of seconds.

Product management

Integrate your product or service portfolio with your ERP system to create a product catalogue, which you can manage in bpm’online sales. You can organize your products according to their attributes, and instantly find the right ones for your every client.

Document flow automation

Use the pre-built templates in the bpm’online sales to create documents, and automatically fill them with necessary information from the CRM system. Organize and track all your documents, and link them to opportunities, leads, customers and all your orders.

Project management

Effectively manage all your internal and external projects and evaluate the efficiency of each one by analyzing key project metrics. Bpm’online sales allows you to easily assign tasks to appropriate teams, set the deadlines, and manage project costs.

Mobile sales

Use bpm’online sales mobile app to manage all your sales processes anytime and anywhere, from any mobile device. Add contacts, make calls, send emails and SMS, schedule tasks and meetings, track opportunities and leads in real-time, collaborate with teams on the ESN – all both online and offline.

Knowledge management

Use our knowledge base to store all your documents, FAQs, articles, guidelines and presentations, and communicate with your teams in real-time. Everyone can share ideas and post notes, being instantly notified about every comment and document update, as well as find the right information in just a matter of seconds.

Synchronization and integration

You can integrate bpm’online sales with other third-party systems to streamline all your data and make fast and accurate business decisions. Import data to and from Excel, synchronize your data with MS Exchange, MS Outlook and Google, and integrate with IP PBX systems to manage calls directly from bpm’online sales.

System designer

Customize the user interface to personalize the system and make it fit your unique business needs, with no coding required. Localize the system into any language you want, create visually appealing email templates, personalize your mobile app, and leverage the activity log that records all your operations.

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 a 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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