For businesses of different sizes, no matter big or small, the most crucial concern areas are marketing, sales and customer service. All three departments have to work seamlessly in order to create a sustainable growth for your business, where you are consistently acquiring new customers and getting repeat sales from the retained ones. However, in today’s business climate, where you capture leads from myriad sources and nurture them via various channels, such as calls, e-mails or meeting, using spreadsheets can wreak havoc. Here, you need a CRM system that lets you capture leads from numerous sources, track the entire customer journey, centralize all customer data in one place and gives you quick access to the same information across the organization.
Here’s why your business needs a web CRM!
Multichannel marketing management
Nowadays, most businesses generate leads from various sources, including web forms, e-mail campaigns, social media campaigns, direct calls, etc. Without a robust web CRM in place, capturing these leads in one place is a gigantic task. Fortunately, a powerful CRM system is the need of the hour here! With a system integrated with all the major marketing channels, you can capture leads automatically and assign them to your team members using a pre-defined workflow. This function alone saves you tons of man-hours that you would otherwise have to spend getting all your leads in one place. Moreover, when you have an automated system in place for capturing leads, the chances of missing one here and there becomes negligible. A CRM with great marketing functionalities also goes a long way in qualifying your leads, nurturing them with proper communication and making them sales-ready. Moreover, by evaluating the level of engagement, ultimate sales conversion ratio and other relevant factors, you can easily track the efficiency of your marketing channels. This insight helps you identify the channels, which are working best for your business, so that you can focus your marketing efforts on them.
Sales Process Automation
The journey of a customer from lead to sales conversion is a vital one for any business, especially when there are multiple interaction points. A good CRM software with powerful sales functionality lets you track and better manage this journey. This, in turn, shortens the sales cycle and accelerates your sales process. Employing sales automation features simplifies numerous mundane tasks, such as document approval, sending routine notifications, invoice generation, etc. This way, you not only save tons of time, but also make your sales process way more efficient. Tracking the customer journey at an organizational level also helps you in identifying the problem areas and bottlenecks in your sales process. By addressing them, you can improve your customer experience and close more deals in lesser time.
Empower your customer service
When it comes to customer retention, awesome customer service is the key. A CRM with help desk functionalities is your best choice here. Today, when customers can reach you through multiple channels, it is essential to centralize the system in order to avoid mismanagement. A CRM system lets you streamline the entire process by capturing all enquiries and service requests in one place. This way you don’t miss out on any one in the sea of e-mails that you receive on daily basis. Moreover, with a reliable CRM system in place, your service executives can pull up the customer history, their purchase details, previous interactions, service requirements, etc. within seconds. This insight not only goes a long way in offering quick support to any issue, but also helps you in exploring cross-selling and up-selling opportunities.
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Advantages of a web-based CRM
Low infrastructural cost
When everything is hosted in the cloud, your infrastructural cost is almost negligible. No need to invest in costly servers anymore – you can simply get started with a browser.
Easy accessibility across devices
In today’s global environment, you need to be able to run your business from anywhere. A cloud-based CRM lets you do that! With everything hosted in the cloud, you can access the system with any device, be it a laptop, desktop, smart phone or a tablet. All you need is internet connectivity.
High scalability for future expansion
A web-based CRM software is super easy to scale! Be it expanding your storage capacity to accommodate growing numbers of customers or downgrading the storage to reign-in the expenditure, you can do it all with just a phone call. No more technical drama!
Supercharge your marketing, sales and service processes with bpm’online CRM
Bpm’online CRM combines powerful marketing, sales, and service functionalities in one platform. While the CRM platform lets you manage, monitor, and troubleshoot all three major business processes, the seamless integration among those three makes it possible for your marketing, sales and service teams to collaborate effortlessly. Be it understanding customer behaviour, managing the sales cycle or addressing the support requests, bpm’online offers powerful automation functionalities to ensure a smooth customer experience, quicker deal closure, and better retention.
Key features of bpm’online CRM
The web-based bpm’online CRM system comes with a number of out-of-the box processes for marketing, sales, and service. The processes are built as per the industry best practices and offer the convenience of a plug and play system. Moreover, the Process Library is equipped with a number of process flows for all, marketing, sales and service-related business processes. You can simply choose the one you need and implement the same on your CRM in just a few clicks.
Bpm’online CRM offers you a low-code platform where you can create, edit or remove process flows with minimal or no coding expertise. This feature reduces your dependence on IT significantly and empowers the users to modify and implement process flows just the way they need. The easy to use system designer lets you customize the look and feel of the system, so that you have an amazing user experience.
With the bpm’online CRM system in place, you have all customer data in a centralized location. This way, your marketing, sales and service team can easily search and find any data they need within seconds. While this centralized data storage makes it easier for your marketing and sales team to track the customer journey, it helps the service team in assisting your customers and resolving issues in a better manner.
Be it marketing, sales or service, the CRM system features powerful automation capabilities in every area. You can easily automate mundane jobs, speed-up document approval or lodge support tickets using pre-defined business logics. The easy to use, self-service portal of the service platform lets your customers track the progress of their support issues automatically.
The web-based CRM system is equipped with intelligent analytics capabilities that let you monitor and detect issues and bottlenecks in marketing, sales and service areas. Moreover, the predictive capabilities gives you a heads up about the possible sales figure in a certain period of time. This insight can help in addressing the issues and forming better strategies to avoid them in the future.
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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Bpm’online offers an award-winning CRM platform that unifies your marketing,
sales and service efforts, helping you achieve sustainable growth in the long run.
Get it now to boost your productivity and improve your sales performance!