Account and contact management

Keep all customer data in one place. Access a complete customer profile in the bpm’online service enterprise, including contact data, social profiles, history of interactions, cases submitted. Having a 360-degree customer view will help you build service strategy and improve your service delivery.
Account and contact management

Segmentation

Segment customers by multiple parameters to improve communication and build stronger relationships. Bpm’online sales allows building custom segments by industry, services and frequency of requests, priority or any parameter you choose. Using dynamic segments, which are filled automatically based on the set parameters, you can, for example, filter all the accounts that send their request more often.
Segmentation

Search and merge duplicates

Identify and eliminate duplicate records in bpm’online service in order to manage your customer database more efficiently. When creating new records the system automatically checks for duplicates, or you can perform a manual check or schedule a recurrent search for duplicate accounts and contacts. Be sure you make the most of every interaction with customer.
Search and merge duplicates

Service history

Build relationships with customers based on a complete service history. Bpm’online service enterprise keeps track of every interaction with the client, including tasks, calls and messages, cases submitted and resolved, services used and service level agreements.
Service history

Customer database analytics

Analyze your customer database to make data-driven decision in the continual service improvement process. Analyze customer base from different angles to quickly respond to changing customer needs. For example, identify services used by the greatest number of customers or customers who submit the greatest number of cases. Customize dashboards in the bpm’online service enterprise to always keep an eye on the key performance indicators.
Customer database analytics