There were times when businesses used spreadsheets to track sales, customer data, and create reports. However, spreadsheets, as useful as they are, are difficult to update, share and manage. In today’s fast-paced business climate, they are completely outdated. In 2018, easy to use pipeline management system that allows for tracking the entire customer journey, from lead to deal closure, is a must. With an intuitive CRM system in place, you can not only track and manage your customer journey, but also ensure better collaboration between marketing, sales and customer service departments.
Pipeline management software: how it can boost your sales
Track End-to-End Customer Journey
A great pipeline management software lets you easily track end-to-end customer journey – from lead to sales conversion. This not only streamlines and accelerates your sales cycle, but also helps identify the customer touch-points so that you can optimize them for better conversion. Moreover, by tracking your customer’s journey throughout the sales cycle, you get in-depth knowledge about your customer behaviour. Afterwards, you can leverage this information for cross-selling or repeat sales.
Centralize All Customer Data
Businesses that use spreadsheets for managing their sales cycle often find it challenging to keep their data in one place. With a CRM system implemented, all your customer data, including the entire interaction history with your marketing, sales and support executives, stays in one place. This centralized system helps to keep all your customer data up to date and accessible across the organization. Moreover, when your sales and customer service teams have the complete purchase and support history, it becomes super easy for them to explore opportunities for cross-selling and upselling. As a result, they can offer better service.
Automate Repetitive Tasks
With a CRM system, you can automate repetitive tasks and save tons of time. From automated document approval to sending routine emails and notifications, intelligent CRM system can take care of mundane tasks using sales force automation and save you a significant number of man-hours. Moreover, the pre-defined sales processes guide your sales reps with the most effective action throughout the sales pipeline and minimize the possibilities of missteps. This, in turn, improves productivity and help increase sales for your business!
Manage your customer journey with bpm’online sales
Bpm’online sales is a sales automation software aimed at accelerating the complete sales cycle — from lead to repeat sales. The solution lets you drive your sales process more efficiently and have a greater control over the entire customer journey. The system combines powerful sales force automation with intuitive user interface offering an unmatched level of productivity and ease of use. As a result, managing all your sales functionalities becomes much easier. From lead, opportunity, contact and product management to sales forecasting and automation, bpm’online sales allows you to streamline, manage and monitor every aspect of sales, resulting in a higher level of productivity and increased sales numbers.
Why choose bpm’online?
Backed by cutting edge sales force automation technology
Bpm’online sales is backed by powerful sales force automation technology that drives end-to-end sales cycle management to effectively acquire more customers, build stronger relationships with them as well as ensure retention.
Out-of-the box sales processes to speed up implementation
The software comes with a number of out-of-the-box sales processes that are developed as per the industry best practices for lead management, opportunity management, quote and invoice management and much more. These ready-to-use processes allow you to jump-start your system adoption and reduce the implementation time to minimal.
Engaging user interface that makes it easy for your users
Bpm’online sales comes with a highly uncluttered user interface that focuses on crucial information only. The social look and feel of the intuitive system makes it easier to learn and navigate, even for the first-time users.
Key features of bpm’online sales
Bpm’online sales provides you with a 360-degree customer view. Be it your customers contact information, address, relationships in company structure, activities they are involved in, previous purchase history or previous interaction history, you can view all these crucial data in just a few clicks. The robust system further enhances this data with social information to give you a complete view of the customer’s profile, their buying behaviour, etc. This insight helps you in predicting the buying pattern and win trust by recommending the right product at the right time.
Collaborating with your team members and communicating with your customers has never been easier! Bpm’online sales comes with a feature-rich communication panel that lets you send and receive emails, make calls, and even approve contracts right from the system. The robust task and event calendar is aimed at managing all your upcoming tasks and sending automated notifications when needed. The enterprise social media enhances and improves communication within various departments, ensuring better collaboration and communication.
Capture leads from a varied number of sources and add them to your bpm’online sales system in a matter of seconds. The system automatically verifies data, creates new contact and offers step-by-step guidance for effective lead management. The software qualifies leads by verifying and enriching data as well as identifying and merging duplicate contacts, so that you invest your time in sales-ready leads only.
The plan vs actual analysis tool evaluates the possibilities of meeting the sales quota for any period of time. The system takes into account myriad factors, including previous performance, number of opportunities in the pipeline, possibilities of their closure based on pipeline stages etc., and forecasts the tentative sales figure for a month, quarter or year. This way, you can stay on top of your business, identifying where you are lagging behind in terms of sales numbers. And then you can take immediate actions to rectify.
The contract management feature stores all contracts in one place and lets you add related specifications, document photocopies etc. Moreover, you can easily keep track of contract details and amendment history. When adding contracts manually, the intuitive system creates automated contracts too, based on the orders.
The super easy system design lets you customize almost all the aspects of the system. Be it setting up workflows, showing or hiding sections, setting up different roles for different users or customizing the look and feel of the system itself, you can do it all with the simple drag and drop system designer.
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;
The Forrester Wave™: Dynamic Case Management, Q1 2018
and The Forrester Wave™: Digital Process Automation for Wide Deployments, Q1 2019.
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 has been recognized as a winner in the CRM Watchlist 2019 award