BPMonline CRMSolution
Agenda
250 partners in 35 countries around the world
More than 100 000 active users
Business expertise in 24 industries
BPMonline Consulting• Consulting services• Software implementation• Training
A complete set of services for business automation
Agenda
Customer Data Management• Location
• Contacts
• Invoices
• Marketing campaigns
• Meetings and calls
• Documents and mail messages
• Data from the Web
• Customer History
• Request history
• Loyalty Program
Sales Management
• Handle leads
• Optimize cross sales
• Manage teams
• Monitor productivity via sales pipeline
• Analyze projected sales against actual
• Streamline sales via Sales Home window
Document Management
• Generate documents automatically
• Specify additional generation parameters:
• language
• parameters
• template
• Archive all document versions
• Approve documents online
• Keep your documents in well-structured manner
• Create an e-Library for all materials
Marketing Management
• Estimate conversion rate
• Segment customers
• Analyze data from multiple sources
• Launch mailing campaigns
• Calculate campaign ROI
• Plan and manage direct marketing campaign
Time Management
• Use a single window to display key activities – tasks, calls, emails
• Plan workload for your employees
• Deploy business processes to assign team tasks and resources
• Assign regular tasks and task series
• Monitor task execution and get real-time analytics
Analytics
• Monitor and analyze business KPIs
• Visualize your data in charts
• Use simple tools to create report templates
• Get vital business information from one place
Business Process Management
• Customer acquisition
• Customer development
• Marketing management
• Customer lifecycle management
• Cross sales
• Routine automation
Visual Process Design Application
• Handy tools for process design and automation
• Business processes help you:
• Extend solution features
• Change user interfaces
• Automate tasks
• A library of standard components helps you define your own logic
• Process items:
• System objects (e.g. tasks, invoices)
• Events (e.g. window is opened, field is changed)
Agenda
BPM
Business Process Management
The Business Process Age
Platform
Processes define all business
fundamentals
Design processes without coding
SaaS
(Software as a Service)
Fast deployment at low cost
1 3 5
Benefits
2 4
A great chance to design and automate processes to deliver
outstanding customer experience
BPM+CRM
1
IT solution that can be tailored with the click of the mouse
Unparalleled self-customization tools
2
3Platform that enables limitless
extension opportunities
Open Source Configuration
Unprecedented price for cutting-edge solution
Only $29 per month
4
No additional IT costs for hardware, premises, IT staff etc.
All benefits of on-demand
5
Agenda
The Appraoch
Turnkey Implementation
• Project Evaluation Designing & Planning
• Developing System Requirements
• Customization & Testing
• Third-party Integration
• Pilot testing
• Actual Adoption
• Project Audit
• Ongoing Support
Quick Start Package
• Designing a concept with an out-of-the-box toolset.
• Fine-tuning your solution.
• Teaching users how to configure the solution.
• Developing instructions for solution adoption.
• Providing recommendations for solution development.
Guided Implementation
• Use all system features to maximum capacity to meet business goals.
• Implement business fundamentals into the solution.
• Configure modules.
• Prepare the system for the actual operation.
Our consultants will guide you through the implementation project. They show you how to:
Online Training
• BPMonline CRM Features
• BPMonline CRM Implementation
• BPMonline CRM Customization
• Process Design and Implementation for Business Analysts
UK phone: +44 (20) 8816 83 20 USA phone: +1 (347) 809 33 60Development Center: +38 (044) 496 24 50
Suite 351, 10 Great Russell St, London, UK, WC1B 3BQ