Bpm'online is a cloud-based software that combines CRM functionalities with the tools for business process modeling and automation. It is the leading solution in its class in the CIS market.
Bpm'online offers out-of-the-box best practice processes to manage sales – from quick-to-process orders to time-consuming B2B deals. Bpm'online-based CRM will help you smartly lead your customer throughout the entire sales pipeline: attract, get to know each other, etc. etc. – resulting in the completion of the order and the subsequent maintenance and support.
Since bpm'online architecture employs cutting-edge technologies, a solution based on this platform can be flexibly tailored to any specific business processes and needs.
Besides, bpm'online contains a broad range of tools for tech experts to maintain the system and to develop it further if necessary. At the same time, the security of the applications has been taken care of, as it is ensured by such features as the flexible role model for data access, the support of secure protocols – SSL and HTTPS, the capability to restrict access to objects, object fields, and records.
Bpm'online sales solution allows you to manage not only business processes, but also communications, orders, invoices, field sales, and contracts. You will be able to create selling plans, to take control of the document flow and the knowledge base. The product line of bpm'online sales includes four unique packages – team, commerce, enterprise, omnichannel – each one equipped with a particular set of functional tools.
Apart from that, you will be able to create and maintain detailed customer profiles, to prevent customer data from being duplicated, to categorize the customers, and to manage the leads using qualification, distribution and analytics tools. The other features include bulk mail planning, email-based campaign planning, UTM codes' monitoring, and clickthrough analytics. The task lists and calendars can be synchronized with Google Calendar and MS Exchange.
Customer service workers get to see the full picture of current cases as well as the essential tools for high-quality customer service, while a contact center supervisor obtains advanced capabilities to monitor the operators and coordinate their work, and to take priorities and other parameters into account while dealing with the influx of customer cases. To summarize, bpm'online service delivers the capabilities to manage every facet of a service throughout its full life cycle.