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Sales CRM Software

As business needs and software solutions evolved, cloud-based CRM software systems became a necessity for all modern business organizations that want to grow.


With a comprehensive CRM system, a business can remotely and flexibly automate various processes to manage their customers and their experiences to the fullest. This includes:

  • Managing leads
  • Turning leads into customers
  • Managing customer accounts

The best CRM systems bring together customer service, sales management and marketing, allowing companies to be with their customers during their entire journey while approaching them with all the necessary data from all the important angles. When it comes to CRM and sales management, here is what a comprehensive system can provide.

Benefits of using a sales CRM software

Improved security

One of the essentials for customer data is security. Over time you will gather valuable information that you will use to your advantage and improve your business. This kind of information cannot be lost or stolen by someone, as it carries a lot of importance.

By managing client information with this kind of software, all of the data will be secure. First, all of the data that you put on the cloud is regularly backed up, and in case the cloud fails the backup server will preserve everything. On the other hand, with online CRM there are regular patches and updates and most of them improve security.

There are several layers of security measures that make it difficult for someone unwanted to access someone’s CRM and compromise their data. Additionally, it’s in the vendor’s interest to monitor security and improve it constantly to keep clients for as long as possible.

Much easier lead generation

A comprehensive sales CRM can greatly help sales teams with generating leads. For example, a lot of sales CRM solutions have integrations with social media and websites. This is how leads are sent directly to sales people once people come through these sources.

Simply put, no longer will salespeople have to make cold calls that are less effective and random. Instead, they will always be able to contact people that could potentially have interest in your products or services. Better leads means higher chances of making sales and this is the ultimate goal.

Additionally, given the fact that all of the information is stored in the CRM system directly, salespeople will have the option to see details about leads, if there are any, and run a leads list, where they can see which leads were followed up on and which ones weren’t. This means that your business will not be annoying by calling the same people multiple times in a row.

Improved goal-setting

Given the fact that all of the sales-related data will be stored in one location, a CRM allows organizations to be effective at tracking their performance, both of individuals and the company as a whole. All of this information brought together in a single place can be analyzed and used for forecasting reports.

With these analytical capabilities an organization can create realistic goals that can be achieved and create a plan through which they will be achieved. On the other hand, individuals can see where they are going wrong when trying to make sales and analyze their performance as well.

With valuable metrics, salespeople can learn where they are performing well and look to improve their weak sides, slowly improving month by month. A comprehensive sales management CRM also comes with many analytics tools. These can make the whole process a lot easier and give valuable forecasts based on which a business can improve its organization.

Mobile selling and lead management

One of the biggest benefits of cloud-based CRM software is that employees can access it anytime anywhere, as long as they have an internet connection. This creates a lot of flexibility within an organization and employees can tackle urgent tasks very quickly while on the go.

Not only is it possible to access these systems through computers and laptops in such a fashion, but employees can also use smartphones and tablets to do this as well. This cloud-based CRM offers synchronization with all devices, so everything will be updated regardless of whether you switch devices.

It is fully optimized for different devices and different versions of operating systems. Given the fact that younger employees are used to getting things done with their mobile devices, this kind of solution will be extremely convenient for them.

Salespeople can quickly respond to leads, send messages, and give valuable insights through mobile devices, making sure that their prospects get the quick responses they need.

360-degree customer view

One of the essentials for being effective at sales is to adopt a 360-degree customer view that will allow your sales team to overlook all customer interactions through a single location. With a comprehensive sales CRM, a 360-degree customer view is a must and it can help in many ways:

  • A single source of integrated and clean customer data reduces operational costs.
  • Sales teams will have better understanding of what customers think about the services, products and the company’s interaction with them.
  • With more relevant information at their disposal salespeople know how to be relevant and create deeper relationships with customers.
  • All interactions will be improved through valuable insights and concrete information.

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Things to consider when looking for a sales CRM system


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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 as 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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