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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Success with CRM Partner Has New Name, New Look

On this beautiful Fall day in Southwest Michigan, Julie and Dick get into the promotion of the renaming event of bpm'online to Creatio.
author Julie Cooper 7 Min Read
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Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images ...
author Julie Cooper 6 Min Read
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bpm' online Comparison to HubSpot Sales Professional

Bpm’online and HubSpot Sales Professional are two popular Customer Relationship Management (CRM) systems: software that helps companies track customer/employee interactions, lead management, sales ...
author Julie Cooper 5 Min Read
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Effectively Using the bpm'online Mobile App

Experience a new level of agility with mobile access to award-winning bpm'online. Easily get to all the critical information about your prospects and customers, manage your activities and track ...
author Dick Wooden 15 Min Read
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How to process customer service case in bpm'online

This video and textual tutorial contains step-by-step instructions on how to process cases in bpm'online CRM.  Learn case processing workflow and stages, discover powerful and easy-to-use case ...
author Dick Wooden 20 Min Read
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What’s the difference between bpm’online and the CRM you’ve known and loved?

BUSINESS SOFTWARE: The Struggle Is Real, but Does It Have to Be? The business landscape changes almost daily. Innovation comes at us fast and paradigms shift on the fly. It’s challenging to keep up, ...
author Dick Wooden 6 Min Read
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Latest enhancements for bpm'online CRM 7.13.3

We are excited to introduce the latest update package for bpm’online products, which features even more improvements to enhance user experience and accelerate productivity. The list of key ...
author Dick Wooden 12 Min Read
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