Health e(fx) is the largest ACA solution provider, boasting 10.5 million client members and a 97% client retention.

At bpm’online’s ACCELERATE event (May 3-4, 2018), several companies shared with attendees their success stories using bpm’online. 

The CRM industry is a mature market with plenty of CRM vendors to choose from.

The BPM industry continues to grow, responding to the strong need for more robust solutions.

The world is accelerating at record pace, and change has become the new normal. To become and remain successful in such a fluid environment, organizations have to cope with these changes. Being the lynchpin in networks that create turnover, sales and marketing teams should be at the center of innovation and change. And for these departments to drive results and deliver meaningful value to customers in the digital age, they have to be perfectly aligned and operate as a single mechanism.

Digital transformation reaches critical mass in 2018, as every industry now realizes it’s no longer optional. Most companies have gone through an initial phase of digitalization, typically focusing on multi-channel customer communications. However, digital transformation is a journey, not a destination; it is all about continuously evolving. In 2018, companies will shift to digitizing processes and operations in ways that support rapid change and innovation – focusing on ongoing adaptation.

Many leaders find themselves in a painful and challenging situation when executing digital transformation initiatives. On one hand, ever-growing customer expectations and market pace force companies to move faster while on the other, the complexity of the technology environment burden/hurdle organizations to swiftly implement necessary changes. By utilizing intelligent low-code technology, organizations can transform and innovate faster generating new growth opportunities and gaining a significant competitive advantage.

Today’s market is experiencing fundamental shifts in how digitally-native customers interact with brands and make purchasing decisions. Understanding this dynamics and implementing the necessary changes is definitely the context for ongoing digital transformation initiatives.

Selling has evolved enormously in the past decades, transforming to a new level of innovative art. While 80% of sales reps think they are good at qualifying opportunities, still 51% of forecasted deals do not close. With today’s demanding and digitally empowered buyers, sales pros have to be innovative in applying new approaches to find the best way to achieve sales excellence and deliver exceptional and meaningful customer experience. Download our eBook and explore 7 productivity hacks that every sales pro should follow to achieve better results and help their organization grow faster.

Surviving and thriving in the age of the customer and digital economy means constantly improving organizational performance and efficiency, and creating new opportunities for innovation and business growth. In pursuit of operational excellence, business process management becomes the paramount aspect for value creation, high quality customer experience, cross-functional collaboration and innovation.

In the era of the digitally native customer and ever-shifting landscape, digital transformation has become one of the most viable strategies to accelerate business activities, processes, business growth and to fully leverage the available opportunities through new technology. Successful companies are leveraging digital transformation to become more customer-centric while enhancing their operational processes.

Forward-thinking financial organizations take advantage of an intelligent CRM system to become more agile, customer-centric, streamlined, and efficient.

In the age of a digitally empowered customer, delightful experience lies at the heart of any digital technology agenda, which means simplifying customer-facing processes to make digital interactions quick and enjoyable. Business process management becomes a paramount facilitator of customer engagement across digital channels. According to Forrester, 30% of BPM initiatives had customer experience (CX) improvement as a primary driver. Effective employing of BPM allows organizations not only to increase the operational efficiency but also to deliver unique customer experience.

Being one of core changing elements, digital transformation is repositioning to address organizations’ biggest opportunities in today’s shifting landscape. Digital transformation has become a central component of modern business strategy. CEOs expect that 41% of enterprise revenue will come from digital business by 2020, almost double what it was in 2015. This continuous process requires business leaders to seek new ways to fuel the transformation initiatives by supplementing them with more intelligent and agile tools.

A suitable CRM solution empowers businesses and help them gain a competitive advantage. Therefore, it is crucial to make a well-informed CRM buying decision. According to Gartner, CRM Market is expected to become a $37 billion industry by the end of 2017 while 2016 Forrester’s CRM adoption survey shows that 55% of polled enterprises have implemented, implementing or expending their CRM ecosystem. Follow the best practice guidelines and make a right CRM decision in 2017!

One of the main goals of business process management (BPM) is to standardize the process in order to automate and derive business value through the elimination of flaws or unnecessary steps. Artificial intelligence (AI) and machine learning are the means of injecting intelligence into business processes and pushing BPM capabilities to their limits. AI-powered solutions for business process automation orchestrates work to produce business outcomes that go far beyond typical process performance results.

Artificial intelligence (AI) and machine learning are the means to injecting intelligence into sales processes and testing BPM capabilities to their limits. Over 70% of owners and executives said that to "better leverage big data and analytics in business decision making" would be a high or critical priority over the next 12 months. The challenge for process-focused organizations is how to adopt and harness this tremendous potential of AI and uncover all the powerful capabilities that machine learning provides for sales teams.


Bpm'online has been positioned as a Leader in The Forrester Wave™: CRM Suites for Midsize Organizations, Q4 2016 by Forrester Research. Recognition as a Leader in this prestigious CRM evaluation was preceded by bpm’online’s significant investment into innovation and continuous enhancement of its products to serve the evolving needs of global business.

Bpm’online announces a real-life ROI case study on how successful implementation of a process-driven CRM software can boost ROI up to 271% within only 4 months. The latest CRM ROI case study conducted by Nucleus Research provides a clear overview of the core elements organizations need to consider when quantifying their ROI and benefits of a CRM deployment. Download the case study and explore how a carefully planned implementation can maximize customer satisfaction and increase revenue in the short-term.

77% of businesses state that digital transformation is their first strategic priority. However, digital transformation is the ultimate challenge for the majority of modern businesses. Throughout 2017, insufficient business process management (BPM) will prevent 80% of organizations from achieving the desired outcomes of their digital business strategies. Download this eBook and learn how to master digital transformation with CRM powered by BPM technology.

Bpm'online, whose unique process-driven CRM for marketing, sales and service helps thousands of organizations win more customers, has been included in the September 2016 Gartner Magic Quadrant for CRM Lead Management based on its completeness of vision and ability to execute.

Process guidance and extended business process management are frequently considered as a couple of the key aspects that will shape the future of customer service. Smart customer service organizations are formalizing agent actions by implementing a process-driven approach to streamline service delivery, minimize agent-training times, and provide a seamless omnichannel customer experience. They increasingly leverage vendor-defined best-practice process flows and industry-specific solutions as starting points and extend these process flows in ways to uniquely differentiate their offerings.

Bpm'online, whose process-driven CRM for marketing, sales and service helps thousands of organizations win more customers, has been included in Gartner Magic Quadrant for Sales Force Automation, 2016 (1) based on its completeness of vision and ability to execute. According to the report, bpm’online received high scores for core Sales Force Automation (SFA) functions and its ease of configuration and modification. Sales Force Automation is a fundamental technology of how companies execute their business processes.

According to research, SME customers are 4.5 times more likely to choose a bank with a good digital banking platform than one with branches nearby. Are banks ready to employ digital-first approaches and embrace innovations? Join the webinar to learn how an agile CRM platform can help banks and financial services companies outperform their competition and set them up for success in the age of new banking.
Today’s economy is going through a period of a lightning-fast transformation.

CRM buyer’s guide

Thought leadership
Studies show that 70% of high-performing companies are using a business process management platform to handle their processes. However, when one looks more closely it becomes apparent that 43% of companies do not use their CRM potential to its max. Download this guide to learn how to choose a CRM system that perfectly fits your organization.

We are very excited to offer new level of agility and usability to the ever growing portfolio of our customers worldwide.

Business process agility for your business

Best practices
Recent studies predict that by 2017 about 70% of successful digital business models will rely on dynamic processes designed to evolve with customer needs. Download this eBook to learn how to streamline business processes, while improving efficiency in order to keep up with the pace of digital transformation.
Industry’s experts report the shift towards BPM-driven CRM. So what are the benefits?

Recent studies predict that by 2017 about 70% of businesses will rely on dynamic processes.

By linking marketing, sales and service your company can find new ways to use its current resources to boost lead generation efforts, move pipeline and enhance service management while excelling overall customer experience. Take a look at how blending your processes into a single driving machine ensures consistent improvements of your business metrics.

Nucleus Research, a leading provider of value-faced technology research and advice, evaluated a major new version of bpm’online award-winning platform that was released on July 1, 2015. According to the Research Note “…bpm’online’s 7.6 release includes new features across the board for marketing, sales, and service that will drive incremental benefits for existing users.”

Watch the video to learn how bpm’online 7.6 can help users boost productivity on each stage of customer interactions, delivering extended capabilities for omnichannel communications and enhanced data management tools.

Bpm’online Networking Day is a one-day fast-paced event held on April 10, 2015 in Boston, MA. It brought together CRM industry experts, channel partners and bpm’online community members, all of whom got the unique opportunity to meet and collaborate in the informal atmosphere, as well as share great insights, ideas, and best practices.

Go to the event page to get more information, download presentations and check out the photo gallery.

Bpm’online has been highlighted in a recent primary research study ‘Next-generation CRM: All about Business Process Excellence’ by Hypatia Research Group, an industry analyst and technology market research firm. The study delivers high impact market intelligence, industry benchmarking and best practice on how businesses can benefit from merging business process management (BPM) and customer relationship management (CRM) approaches.

Business Process Management with bpm'online

Product overview

Watch the video to learn how to streamline your business processes with bpm'online CRM by applying smart and simple tools for the entire cycle of process management: modeling, execution and monitoring. Bpm'online CRM allows you to automate processes on the fly, what leads to significant improvements in business performance.

CRM is the model for managing your company’s interactions with its customers, both current and potential.

Keep it simple

Product overview

Bpm'online 7.0 is a simple yet smart tool for customer relationship and business process management. Watch the video to learn how new consumarized interface can lead you to success.
Simple + Smart = Success

Bpm'online company overview

Product overview

Watch the video to learn how a winning combination of a simple interface and smart tools can take Customer Success to new heights! Furthermore, video describes bpm'online's impressing partner and innovative partner program that empowers complementary technology providers and resellers.

Gartner analysts say CRM will be a top priority in 2013 and 2014 for enterprise IT spending.

How to succeed with process-centric CRM

Thought leadership

William Band, Vice President and Principal Analyst at Forrester Research, shares his thoughts and forecasts on emerging CRM trends, and speaks about beneficial outcomes that process-centric CRM provides.

Business challenges in the Age of the Customer

Thought leadership

William Band, Vice President and Principal Analyst at Forrester Research, describes key challenges companies face in ‘the age of the customer’ and tells which competencies they need to acquire in order to adapt to fast changing marketplace.

The webinar reveals insight from the recently released revolutionary bpm'online 7.0 platform. The new user interface of bpm'online CRM has elegant minimalistic design, is intuitive and visually appealing, changing completely a paradigm of work with business software. Learn how to take advantage of the latest bpm'online 7.0 innovations.

CRM is all about customer communication. CRM software helps a company streamline marketing, service, sales, etc.

Bpm'online Spotlight Report by TEC

Product overview

Independent industry analysts from Technology Evaluation Centers (TEC) show how bpm'online products can help synergize BPM and CRM and innovate customer experience strategy.

Next-gen & social CRM

Thought leadership

Paul Greenberg, recognized CRM expert, shares his opinion about next-get CRM, social CRM and process-driven CRM.

Key CRM trends

Thought leadership

Paul Greenberg, CRM industry thought leader, outlines the biggest trends in customer relationship management.

Adding action to the data

Thought leadership

Interview with Suman Pitta, Senior Account Executive and CRM expert at bpm'online, on how blending business process management with CRM can help add action to the data.

The Missing Link in CRM

Thought leadership

Is there a missing link in CRM that can drive CRM performance to a new level? The article explains how merging of CRM and BPM enables a business to exceed customer expectations.

Spectec has selected BPMonline CRM to optimise & control processes.

BPMonline 5.3 now provides a concurrent licensing option - one of the most significant updates we’ve made since the first release.

This year BPMonline was considered as exactly this kind of a company and was voted a Rising Star for 2012.

My latest Internet-surfing has led me to two interesting posts of CRM and BPM gurus.

Our developers finally can take break and open a cold one to celebrate the release of BPMonline CRM 5.1.