Bpm’online is a cloud-based software that merges customer relationship management (CRM) features with business process management (BPM) capabilities. Bpm'online combines CRM’s core modules (account and contact management, sales force automation, service management, marketing automation, document management, reporting and analytics) with business process management (BPM) engine. It can be delivered as a service (SaaS) or on premise.
Why use a CRM that specializes in business process management?
Video: Meet our CRM-system for professional sales management of all types ranging from short sales cycles to long corporate sales, manage your leads, opportunities, orders and invoices, using the integrated business process that gives you access to the best in today’s sales.
Quick Resource Links:
These are several hours each to gain in-depth knowledge:
Video: CRM Best Practices with Paul Greenberg - aligning marketing, sales & service.
Use bpm'online products to connect the dots between marketing, sales and customer service, efficiently managing the complete customer journey - from lead to order, and to ongoing account maintenance.
A complete solution for the customer's buying process that integrates with your sales process.
Bpm'online has a set of out-of-the box best practice business processes developed to manage key business operations as well as to address needs of a variety of verticals. However, thanks to a system’s BPM engine any customer-facing business process can be easily adjusted on the fly.
Helpful video on the importance of successful Implementation
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Bpm’online CRM offers tools to control customer journey from the first point of interaction to the sales and service stages. System’s dashboards allow users to get information and statistics on key internal, customer-facing and communication processes. Bpm'online CRM provides open configuration and extensive API to allow any customizations and integrations required for the business.
Bpm’online studio is the unique synergy of business processes management and case management technologies that provides organizations with powerful tools to easily manage and optimize business processes. Video link.
User Interface Overview
Section Wizard - setup of lists
Detail Wizard - modify detail section
Working with Folders (static or dynamic groups of records)