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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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What is an 'Active' contact for bpm online Marketing?

What is the bpm’ online's definition of an “actual response”.   What responses flag that contact records as ‘active' contact.  Does that include: Un-opens, Bad email responses, hard bounces, soft ...
author Julie Cooper 4 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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