How to correctly choose CRM software in UK

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First - what is a CRM system exactly?

This software was created to increase the effectiveness of your company by aligning core functionality together. CRM stands for customer relationship management, and that's exactly what it does. Having all your client information in one place, ability to get most relevant data in a mere second - does help you to react much faster, whether you need to resolve a case or close a deal.

It is fairly convenient, especially when the number of ways to communicate and interact increases every day.

How does it affect your business?

The benefits are too significant to ignore, and it influences all aspects of your business:

  • Management – to get the ability to track results of your team at any point of time and identify the bottlenecks.
  • Marketing – to build an effective personalized lead generation strategy.
  • Sales – to build a reliable strategy, taking all the factors into consideration.
  • Service – to increase your conversion rate and sales volume.
marketing screen

Multichannel marketing software to orchestrate customer journeys and accelerate lead-to-revenue.

sales screen

Sales automation software to accelerate the complete sales cycle — from lead to repeat sales.

service screen

Intelligent service management software to accelerate service delivery and customer delight.


Well, some companies in the UK do not use CRM software and stick to legacy solutions - like pen and paper. However, it is so easy to forget some important details or skip an important meeting. Focusing on tracking those things distracts you from what is important. Choosing what exactly you need to do is more of a guessing game, rather than a well thought decision. Even more, if one of your key representatives holds all the information in their head, he leaves the company with it as well.

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What is needed to find the best CRM in the UK? What are the main points to look for?

So what do we need

Choose right functionality

Reviews and reputation

Bpm’online - fully customizable, easy to use and to deploy

Bpm’online is a solution that covers the whole range of processes related to almost any task. This tool can help you manage any customer engagement that your business needs. It provides three CRM products – sales, marketing and service on a single platform, with a powerful BPM engine on top of it. What’s more, all the solutions may be utilized as a CRM bundle or as stand-alone apps.

Multiple recognitions by Forrester and Gartner, reputable software analysts, prove the value bpm’online delivers to its customers. A brilliant confluence of functionality and purpose. All the products mentioned above feature a single database – that gives you the ability to unite all your departments together and close the gap in communication. In addition, it offers out-of-the-box tools, processes and templates that streamline user adoption and allow for starting using the system right after the implementation.

Empower your sales, marketing and service departments and get tremendous results, and boost your ROI to exceptional levels.

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.

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