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Productivity Tips, Well Used CRM, Smart marketing automation, Success with CRM,

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31 Min Read

bpm'online 7.12 release- What's new and valuable

The team at bpm’online is constantly working to deliver advanced capabilities to automate your sales, service, and marketing processes. Here are the new features included in bpm’online version 7.12.0. Benefit from the new functions by updating your application to the latest version using our update guide.

Video- introduction of bpm'online version 7.12

Bpm'online Marketing

Campaigns

  • You can now schedule your campaigns launch and stop.  No need to start and stop your campaigns any more: they will start and stop automatically at the specified time.

company_start_and_stop_at_the_specified_time.png

  • A new [Timer] campaign element has been added, which enables you to be even more flexible at setting up the time frames of your marketing campaigns. To set up a timer for a campaign element, place the [Timer] element in front of that element on the campaign diagram. Campaign timer features:
    • Single-time execution of a campaign element at the specified day and time.
    • Repeated execution of a campaign element:  daily, on specific weekdays or monthly. For instance, the [Timer] element enables setting notifications at 11:00 AM every Monday, or every last workday, monthly.

 

Timers on a campaign diagram:

company_timer.png

  • You can now select default time zone for a campaign.  Use the [Timer] element for any campaign elements whose start time must be set in different time zones.

 

company_time_zone.png
  • You can now set up maximum allowed campaign execution delay. If a campaign element fails to execute longer than the specified period, the campaign will be stopped automatically and the campaign owner will be notified about this. To set up the campaign delay limit, select the [Set the period for campaign emergency stop in case of critical delay] and specify the period in the campaign designer properties area.

 

  • The [Add from event] campaign element can now be used both for adding event participants to a campaign and for adding campaign participants to the event audiences. The element will add campaign participants (who have been passed to it via an incoming flow) to the event audiences.

 

Bulk emails

  • The new [Recipients] field displays total number of the current bulk email recipients.

 

  • The bulk email progress diagram has been revamped. The undelivered emails are now grouped by reasons: “Sending in progress”, “Bounce”, “Sending errors”, etc. The total number of emails on the diagram amounts to the number of the bulk email recipients.

  • You can now send email notifications to the contacts who unsubscribed from bulk marketing emails. Select the [System email] checkbox for all non-marketing bulk emails,    such as emails notifying about service updates or downtime. Use the [Enable option "System email"] system setting to be able to send system emails.

  • The metrics on the [Email totals] tab have been revamped. Now the metrics show the actual number of the delivered emails. The percentage values of the “Opens”, “Clicks”, “Unsubscribes” and “Spam complaints” metrics are calculated based on the total number of the delivered emails.

 

email_delivery_stats_diagram.png

  • The sending and delivery errors charts have been improved:
    • The “Sending errors” chart now displays the reasons why emails were not sent from bpm’online. Possible causes include invalid email address, unavailable email address, empty email address, unsubscribed contacts and duplicate emails
    • The “Delivery errors” chart now displays why the sent emails were not delivered to the recipients. Possible delivery errors: Hard Вounce, Soft Вounce, technical delivery error, denied by provider.

 

email_sending_and_delivery_errors.png

 

  • Added an ability to specify the period for processing bulk email responses. As a result, you can schedule response processing to a time, when it will not interfere with other processes, such as integrations, etc. You can specify the period for processing responses on the bulk email page.

 


 

Bpm'online Sales

  • You can now set up columns displayed on the product selection page using reverse connections, for example, for displaying product stock in different warehouses or a specific warehouse.

 

Setting up a column for displaying warehouse product stock.

sales_products_backwards_connections.png

  • You can now copy projects along with their tasks. The project and task dates are modified using current date as the start date for the copied project. For example, if the project start date is 03/01/2018, the end date is 03/15/2018 and the project was copied on 03/10/2018, the start date of the project copy will be set to 03/10/2018, and the end date – to 03/25/2018.

 

  • Bpm’online can now use cached coordinates when determining a sales rep location if geolocation services are temporarily unavailable. You can enable the ability to use cached coordinates via the [Use last known location of user] system setting.

 


 

Bpm'online Service

  • You can now quickly create a new case from an existing case communication email thread. Select a text in an email from the case message in the history and click the service_create_new_case_btn.png button. The values of the fields whose [Make copy] checkbox is selected in the section wizard will be copied to the new case. Bpm’online will automatically reply to the email with a standard case registration notification. This works both for emails and portal messages.

 

  • Incident and service request processing stages and transitions between them are now set up in the case designer. There is no need to modify the [Rules for case terms behavior on status changing] lookup.

     


 

Core Functions

  • Bpm’online timeline is a brand-new tool that will provide you with insights into the history of working with your customers, opportunities and cases from the chronological perspective. The new [Timeline] tab is now available in the [Contacts], [Accounts], [Leads], [Opportunities] and [Cases] sections. This tab contains the entire history of events connected with the current record, such as cases, calls, email threads, invoices, attachments, activities, etc. The timeline comes with its own search string and quick filters. Several types of timeline items (or “events”) have previews. You can also click [Expand all] to expand all applicable timeline events.

 

The new [Timeline] tab

timeline_tab.png

  • The scroll bar position is now saved after editing records on details with record pages. This way you will be able to see the results immediately after saving a detail record and closing its page.
  • The scroll bar position is now saved after editing records on details with record pages. This way you will be able to see the results immediately after saving a detail record and closing its page.
  • Record pages will now display the [Actions] button only if actions are available for the current record.
  • We have fixed an error that sometimes interfered with selecting lookup records via the [Select all] button

 

Working with lists

  • All lists can now be exported to the native Excel format (XLSX). The [Export to Excel] command is available in section and detail lists, as well as in the “List” dashboards. Export takes into account the currently applied filters and data types and uses special formatting. This makes it more convenient to export and re-import data.

 

Exporting a detail list to Excel

details_export_to_excel.png

Working with emails

  • Emails displayed on the [Email] tab on the communication panel now also show icons of the linked bpm’online records. There is no need to click an email to view its links

 

Records connected to an email

email_panel_email_connections.png

  • You can now select languages for email notification templates. Bpm’online will be sending notifications using templates in the recipient’s native language (specified on the contact page). This function is used when sending template-based email notifications from the action panel, communication panel, as well as when sending notifications by approval and case management processes.

 

Working with Analytics

  • The design of charts and metrics, as well as dashboard panels has been revamped.

 

New dashboard design in the [Contacts] section

 

analytics_new_interface.png

  • Several improvements have been made to optimize working with data in the “List” dashboards:
    • The list column titles stay at the top of the dashboard page when scrolling down.
    • More columns can now be added to the “List” dashboards. Previously, the number of columns was limited to 23. If the dashboard data exceeds its width, horizontal scroll bar appears.
    • Dashboard data now has the compact view to fit more data on the screen. By default, the data are displayed in a single string without hyphenation. If you hover the mouse cursor over the value, a tool tip with complete text will pop up. The menu of the “List” dashboard tile now has the [Show as multi-line text] option for enabling hyphenation in the list.
    • Records are now loaded dynamically in the “List” dashboards. By default, the list contains the number of records that was specified in the [Number of records] field on the [Display options] tab of the “List” dashboard setup page. If the actual number of records exceeds that value, the dashboard will display a “Show more” link. Clicking the link will expand the dashboard tile to your entire browser window and load additional records to the list.

 

Page-by-page loading of 'List' dashboard records

analytics_lists_showmore.png

 

Filters and folders

  • Existing communication options will still display on the account and contact page, even if the corresponding communication option type is no longer used, and the [Use for contacts] or [Use for accounts] checkbox is not selected for it. This way, the user can modify or delete an outdated value.

 

  • The time zone in the user profile is now taken into account when date macro (i.e., “Today”, “Yesterday”) is generated in the feed message history. Previously, message creation date could display incorrectly, if the time zone in the computer locale was different from the time zone in the user profile

 

  • Fixed an error that sometimes preserved filtering of section records using a folder in which filter conditions were cleared.

 

Predictive data analysis

  • Added predictive scoring of leads. Bpm’online will automatically determine how likely is each lead to convert to an opportunity, based on the entire lead data. With this, your sales managers will be able to concentrate on the more mature and quality leads.

 

  • Added tools for creating and setting up machine learning models for predictive scoring in any bpm’online section. These models can use historical and real-time data to predict the probability of a specific target event.

 

Integrations

  • Bpm’online calendar can now be synchronized with the MS Exchange calendar, without the need to synchronize emails. To synchronize calendars, click [Synchronize activities] action in the [Activities] section.

 

  • You can now share your mailbox with other bpm’online users. By default, all loaded emails will be available to the mailbox owner only, unless the mailbox is shared. Depending on the sharing settings, other users can:
    • access to send and received emails
    • send emails from this mailbox
    • change mailbox settings

 

The new mailbox sharing settings

integrations_emeil_access_setup.png


 

Business processes

  • Business processes can now run in the background mode. This will drastically improve user experience when performing resource-heavy and long processes, such as complex scripts and updates. The user will receive notifications about a new process tasks and will not have to interrupt their work with bpm’online.

  • You can now cancel a case by advancing it directly to the last unsuccessful stage, without having to go through required case steps.

  • A pop-up notification will now inform that a business process has started.

  • You can now select time zone in the [Start timer] process element. The process will run at the time specified in the [Start timer] settings, according to the selected time zone.

  • The parameters of the [Subprocess] and [Pre-configured page] elements will now be updated whenever the corresponding process or page schema is updated. All changes in the subprocess, for example, if a parameter is added or deleted, are synchronized with the parent process. Changes in pre-configured pages are synchronized with parent processes in the same way.

  • You can now open business process diagram from a [Process log] section record.

  • You can now enable tracing of process parameter values. Bpm’online will record values of process and process element parameters at the time when the process or element is run and when it is complete. As a result, you can check incoming and outgoing parameter values as part of business process debugging.

  • When using the [Pre-configured page] element, you can now set up pages with buttons. You can also add business rules for page fields: make them editable, required, filter lookup values or hide certain fields.

  • The [Pre-configured page] element now has several templates for pre-configured page. You can also create custom templates.


Video: Bpm'online CRM 7.12 Introduction April 2018 Webinar (43 minutes)

Key points
0:43 - Marketing Changes
11:23 - Sales Changes
13:23 - Service Changes
16:06 -Timeline Tab
19:47 -Export to Excel
22:11 -Preferred Language in Contacts
23:57 -Dashboard List Changes
27:11 -Predictive Scoring of Leads
29:25 -Shared Mailboxes
32:49 -Business Process Changes
36:38 -Section Wizard Changes

 


For the full set of details visit bpm'online academy...   or download release notes for bpm'online 7.12.0

Video- introduction of bpm'online version 7.12

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Topics:   Productivity Tips Well Used CRM Smart marketing automation Success with CRM

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