Terrasoft 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.
Terrasoft bpm’online offers out-of-the-box best-practice processes to manage sales – from quick-to-process orders to time-consuming B2B deals. The CRM system based on Terrasoft bpm’online will help you smartly lead your customer throughout the entire sales pipeline: attracting, getting to know each other, etc. etc. – resulting in order completion and subsequent maintenance & support.
Since Terrasoft bpm’online architecture employs cutting-edge technologies, a solution based on it can be flexibly tailored to any specific business processes and needs.
Besides, Terrasoft bpm’online offers tech experts a broad range of tools 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, ensured by such features as the flexible role model for data access, the support of SSL and HTTPS secure protocols, the capability to restrict access to objects, object fields, and records.
Terrasoft bpm'online sales solution allows you to manage not only business processes, but also communications, orders, invoices, field sales, contracts. You will be able to create selling plans, to control 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, 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, Terrasoft bpm'online service delivers the capabilities to manage every facet of a service throughout its full life cycle.