Consider the value of a CRM solution based on the foundation of BPM- business process management + CRM.
4 features of process design software that will save you money and time
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Example of using Dynamic Case Management process for opportunity stages:
Business process customer service - case diagnostic and resolution process:
Creatio is based on a business process management platform that uses two types of business processes: BPMN 2.0 and DCM (dynamic case management). The system provides a wide range of tools for designing, running and monitoring business processes.
Creatio is supplied with pre-configured out-of-the-box processes that represent the best global practices in marketing, sales and service. You can also add and configure your own processes to meet specific needs and requirements of your company.
The BPMN process designer enables you to create business processes of any complexity and structure with data and message streams. The DCM case designer is an easy-to-use tool for designing non-linear processes referred to as “cases”.
For more information contact Dick at: Dick@SuccessWithCRM 269-445-3001
OR if using Infor CRM and need to implement business processes and work flow.. look here
Video - How business process management and case management can empower your business
Video - full business process modeling
Success With CRM Consulting, Inc.
62417 Crooked Creek Road
Cassopolis, MI 49031-8303