With an almost permanent internet access, Web-Based CRM Software solutions are becoming more popular than ever.
CRM or Customer Relationship Management software covers a wide set of apps designed to help you and your business with gathering and managing customer data, daily interactions, sales as well as tracking leads and your marketing efforts, and so much more.
The Advantages of Web-Based CRM Software
Accessible and Easy-to-Use
With a web-based CRM software, you will always have a complete sales history at your disposal. This system will allow you to keep track of all previous activities and relevant communications associated with each sale. This will allow your team to have an excellent insight into how satisfied the customer is, and how to approach them further.
Affordability and Security
A web-based CRM software will allow you to pay a much smaller fee (monthly or yearly), than when buying a full desktop-based solution. Furthermore, because of it’s online nature, updates are seamless and lightning fast, so you won’t have to worry about security risks. Access is ensured on all devices with an internet access.
Adaptable and Scalable
While we offer solutions for businesses of all sizes, web-based CRM software is ideal when it comes to small business; not just because of the affordable price. If you are constantly on the move, and access to your info is of the utmost importance, web-based solutions are made for you. The delegation of tasks is easier than ever, and your team will welcome this kind of upgrade.
Things to consider before choosing your Web-Based CRM Software
Price of a product matters, and having a monthly fee is much better solutions than having to worry about dedicated IT solutions, special HR solutions dedicated to that. The price is further reduced because without having to worry about hardware requirements, you can dedicate that money to something with a greater ROI.
Having a clear goal in mind will help you a lot when choosing a good CRM software that is suitable for your business model. What are your desired results? What do you expect that a CRM software will do for you, your employees and your customers? If you plan on exponentially growing your customer base, or simply want to dedicate more attention to your current base – both of these are covered by our CRM solution.
Let’s face it, your time is much better spent working and fine-tuning your business without having to worry about the implementation of a CRM software, potential faults in the system or other operational expenses. All of this is handled from our side. We deliver a fully functional, secure, and reliable software for you to use, without additional expenses and time investment.
Backing up data is a thing of the past, and it is something that we will take care of. You just use your software without having to worry about data loss or security breaches. Furthermore, you will have a complete control over how and who can use your software, and you will have all the admin privileges to make changes to access as you see fit.
The Most Important Web-Based CRM Software features
You will be able to manage your customers and potential leads directly from your browser, without any additional software. Excel compatibility and automatic imports are supported, as well as tracking of interactions such as sent emails, filled out forms, phone calls.
Email integration is of the utmost importance, and it is a crucial part of our software. Trigger emails can be created based on lead behavior or some other events, such as a birthday, date of registration, abandoned shopping carts etc. Building up communication with your customers is important and we know it.
Our software enables you to communicate both with your customers and your team – directly in our app. Besides direct chat, other channels such as email or phone are also included. Sharing of information is emphasized and integration with some of the most popular software such as MS Outlook or other email services is done for your convenience.
Users of web-based CRM software are able to create and tweak complex marketing campaigns, allowing them to create specific triggers and conditions that will guide your marketing team between stages with a greater insight into possible behaviors and scenarios.
With a total access to completely lead history, you will be able to create a much more appropriate funnel that will guide the customer to your desired outcome. Instant access to data and suggested steps will make it easier for you to acquire new sales, and to further increase conversion for all new leads.
While documents management can be a hassle, automation of that part of the job will make your team’s lives easier. This software solution will allow you to manage and create different kinds of documents and will offer you different templates to speed your process. A chronological archive will allow you quick access, as well as creating relationships between documents so that connections are easily identified.
This tool will allow you to efficiently manage different business processes needed to successfully run your operations. Inbuilt solutions will speed up most of your daily CRM activities, and with the option of adding additional segments that you and your team can configure, you will have total control over how the software can help you.
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, 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 is proud to be named the winner of the European IT & Software Excellence Awards 2013 - the pan-European awards event for IT, ISV and Telecoms channels.
Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.