What sales automation CRM means to your organization

Are you in the need of a robust sales automation CRM to help you with streamlining and enhancing the operations of your sales team? We have a solution that will ensure you gain an unbeatable advantage over your competitors regarding lead, opportunity and contact management as well as sales forecasting and analysis.


Privacy Policy
By submitting this form, you confirm that you agree to the storing and processing of your personal data by bpm'online as described in the Privacy Policy.

You're just one step away from starting your Free Trial with bpm’online.

Privacy Policy
By submitting this form, you confirm that you agree to the storing and processing of your personal data by bpm'online as described in the Privacy Policy.

Every business relies on its sales department for delivery of effective communication which impacts directly on the business productivity. With an efficient workforce, sales and revenue of the business will be tremendously enhanced. With the right sales automation system, you can efficiently manage orders, sales data, as well as generate quotes and system reports in real time. This, in turn, will accelerate processes in your organization as well as improve customer experience. No wonder tech-savvy businesses across the world are embracing sales automation to boost their productivity and efficiency.

Sales automation software is the future of organizational sales force. With the right sales automation software, your sales team will easily spot opportunities to delight potential customers.

Just reflect on the many times you or your sales team lost a super deal only because you/they forgot to follow up on the lead: wasted some precious time trying to go through the files looking for a specific customer testimonial, the work hours lost adding leads and opportunities to your CRM manually, etc. The list is long not forgetting how you always made calls following the alphabetical order instead of considering the most sales ready leads first.

The solution to all these problems is getting the best sales automation software to enable you in standardizing all sales processes, right from lead generation to purchase and payment recovery.

Benefits of using sales automation CRM in your business organization

The right sales automation CRM is undoubtedly vital in accelerating and improving your customer relationship as well as driving more sales. With the best software, you can be sure of taking advantage of every potential opportunity that comes your way.

Integrated sales tracking

Omnichannel support

Easy management of the sales team

Promote smart selling

How sales automation works

While many people confuse between marketing automation and sales automation, the two are different regarding the parts of the sales funnel they are used for. Sales automation, in this case, is targeted on a single business prospect with each potential customer assigned a custom persona. This way, sales reps are able to set up custom sales processes that will guide the engagement with a specific prospect and nurture them throughout the pipeline.

Boost your marketing, sales and service performance with bpm’online!

Factors to consider when picking the right sales automation CRM

With many options available in the market, making the right choice of sales CRM can be tricky. Several questions will be clogging your mind not knowing what to do: do you choose a market leader? How do you go about determining the one that will help boost sales? Or, which one will meet all your sales needs? Below are some of the things to bear in mind when choosing a sales CRM that will help your business achieve the highest sales volume ever

Bpm’online Sales CRM

Have you been looking for the perfect sales management software to help you understand and manage your sales teams performance in the best way you can? Bpm’online sales CRM comes in handy to guarantee efficient sales processes so that your sales reps will have the total control over complete customer journey, right from lead generation to repeat sales. The software feaures out-of-the-box processes to help in the management of the entire sales cycle with a lot of ease. Bpm’online out-of-the-box processes are the best practices for opportunity management, lead management, order and invoice management as well as quote management. This, therefore, allows business organizations to bring on board some of the industry best practices to their work to guarantee the best results.

On the other hand, bpm’online offers a complete view of the customer journey, courtesy of the end-to-end processes that help in the management of entire customer journey from lead to purchase. With the best technology applied, the system easily connects with other crucial departments in the organization such as marketing and customer service. This way, organizations can effectively manage customer interactions at every stage of the pipeline.

Bpm’online user interface is easy to navigate and very intuitive. The design is elegant and free of unnecessary information allowing users to focus on what is relevant from any device including phone, tablet, and laptop.

Among the amazing bpm’online features that help users to make more sales and stay ahead of the competition are:

  • Business process management
  • 360-degree customer view
  • Collaboration tools
  • Lead management
  • Opportunity management
  • Field sales management
  • Sales forecasting
  • Orders and invoices
  • Product management
  • Contract management
  • Mobile sales and
  • Synchronization and integration among others

The right choice of sales automation CRM can show the difference between you and your competitors. Bpm’online is a globally known software with the numbers of recognitions, and it proves to be unbeatable when it comes to sales reps closing deals faster than ever before.

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

forrester icon
gartner magic quadrant icon
nucleus research icon
ovum icon
crm marketleader icon
top15crm icon
crm watchlist icon
crn enterprise app award icon
gold stevie award icon
crm software and business process management grid reports by g2 crowd icon

Ready to get started?
Thousands of customers worldwide use bpm’online
to accelerate their business processes.

Try It free