Supercharge your sales process with bpm’online mobile sales force automation software

For any business, sales is the most important process. While a well-managed sales process can boost your bottom line, an unorganized one can hurt your business badly.


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If you are looking for ways to improve your revenue and grow your business, it comes down to how organized and well-managed your sales process is. Most businesses tend to manage their sales process on spreadsheet during the starting days. While it works okay when you have a tiny scale of operation and a limited number of customers, the process becomes difficult to manage as you grow your business. To thrive in today’s business climate, you need to speed up the sales cycle, enhance your customer experience with personalized communication and have an easy way to identify sales patterns, issues, process bottlenecks etc. And without a powerful sales force automation system in place, getting this done is next to impossible!


Customer and Deal Management

Managing all your customers and deals in a systematic way should be your top priority. And a sales force automation system makes this job way easier. The system centralizes all customer and lead data, giving you a clear visibility of the sales cycle, deal size, contact profile etc. This insight helps you to effectively manage all your deals, speeding up the sales process and giving users complete control over the sales process. In short, a sales force automation system lets you sell more and sell often!


Accelerated Productivity

With a powerful system in place, productivity of your team increases in many ways. Be it saving time by automating mundane tasks or improving collaboration among team members and between various teams or having access to all key information when and where you need; a sales force automation system ensures that there’s no communication gap within the organization and with the prospects and customers. This, in turn, saves you tons of time that you can utilize solving complex problems or exploring newer profit avenues instead. What’s more, automating tasks and processes lets you speed things up and helps you in shortening the sales cycle.


In-depth Insights

Decision-making is a crucial part of running a business. And when decisions are backed by historical data and in-depth insights they become the propelling factor for business growth. With an intelligent sales force automation system in place, you can easily track all the important metrics, such as average deal size, duration of your sales cycle, end-to-end customer journey, purchase patterns and others. This insight lets you create stronger sales strategy, identify bottlenecks within the process and solve the problems. When coupled with innovative technology such as artificial intelligence, machine learning and big data, a sales force automation system can also predict sales patterns, possible sales numbers or market changes for future, letting you plan accordingly.

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Manage your sales cycle and ensure business growth with bpm’online sales CRM

Bpm’online sales CRM is an intelligent cloud-based sales force automation system that lets you streamline your sales process and accelerate sustainable business growth. From contact, deal and opportunities management till automating repetitive tasks to speed up the sales process, bpm’online sales lets you do it all through an intuitive easy to use user interface. Being a cloud based system, it does not need you to invest heavily on infrastructure and offers the flexibility to access your data from anywhere and everywhere with a browser only!

Intelligent technology

Bpm’online sales comes with innovative technology that lets you effectively manage your sales process, ensure great customer experience and improve customer retention. The powerful sales force automation system offers amazing collaboration, automation and analytics facilities that help boost productivity, save time and shorten sales cycle.

Out of the box process flows

Mobile Application

Key features of bpm’online sales CRM

360-degree customer view

Bpm’online sales CRM lets you have an all-around view of customer information. The CRM lets you capture name, contact information, position in company structure, career profile, purchase history, interaction history etc. in one place and then enhance the same with data from social profiles. This way, you have a 360-degree view of each customer. This insight, in turn, helps you in understanding purchase patterns, predict sales and suggest relevant products or services.

Effective lead capturing and qualification

The sales CRM lets you capture leads from myriad sources such as website contact form, social media, live chat etc. automatically. You can manually add leads to the system or upload your old leads stored on spreadsheets too. The CRM then automatically verifies the data and enriches the same with social data. Moreover, the system identifies and merges duplicate contacts to ensure authenticity. This data verification process automatically qualifies each lead and makes it sales ready.

Enhanced productivity for greater success

Bpm’online improves productivity manifolds with automation technology. The system features a robust communication panel that lets you make calls, send or receive emails and approve documents right from the CRM interface. The task management module keeps track of all the upcoming events, tasks and meeting, and sends automated notifications to the concerned persons following the pre-set rules. These features save a lot of time, reducing the possibilities of human error and ensuring greater productivity.

Enterprise social media for better collaboration

The enterprise social media feature lets your team members communicate and collaborate with each other in real time basis. This is especially useful for businesses that operate from multiple geographical locations. The enterprise social media platform reduces communication gap, fosters team spirit and encourages knowledge sharing between teams and departments.

Insightful sales forecasting

The CRM comes with a planning analysis tool that uses historical data to predict the chances of achieving the planned sales figures for a month or quarter. Powered by intelligent technologies such as AI, data mining and big data, bpm’online sales takes a number of factors such as previous sales patters, present sales pipeline, market changes etc. into consideration and gives you the insight about what sales number you are most likely to achieve. This way, you can identify the problem areas and act appropriately, ensuring that you achieve your target sales numbers each and every time.

Amazing automation capabilities

From sending follow-up emails to a lead to sending notification for an upcoming meeting to a team member, bpm’online sales CRM does it all. You can use the pre-built process flows or create your own with the intuitive yet powerful interface. The low-code environment reduces your dependence on IT department and empowers your sales team to automate repetitive tasks with a few clicks.

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; bpm'online was named the winner of a Gold Stevie® Award in the Digital Process Automation Solution category in The 17th Annual American Business Awards®. Winners were selected from over 3,800 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

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