Boost sales performance within BPMonline CRM
=Industry Tailored
BPM + CRM
Awards
2011: BPMonline CRM was titled CRM Idol 2011 in EMEA region.
2012: BPMonline was included in ‘CRM Watchlist 2012’ - annual review of the most influential CRM players.
2012: The biggest CRM newsmaker CRM Magazine announced the winning of BPMonline Service Desk in CRM Rising Star contest.
Customer Data Management
• Collect vital customer data from email, phone, website, etc.
• Merge data from facebook.com, linkedin.com and twitter.com to have a complete picture of your customers
• Create detailed customer profiles
• Import data from .XLS, Google contacts and social networks
• Deliver instant, company-wide access to customer interaction history
• Provide employees with all the information they need at their fingertips
Opportunity Management
• Track all information on potential deals in one section with related accounts, contacts, activities or documents
• Manage amount, priority and probability of opportunities
• Get easy access to product catalogue
• Divide sales team across territory/ opportunity volume/ customer status etc
• Plan and forecast your sales
• Analyze sales pipeline (stages, owners, departments, customer segments etc )
Sales Processes Management
• Map customer lifecycle processes (customer acquisition, quote management, cross-sales activities etc) using sales best practices with BPM Designer
• Deploy business processes to assign tasks and resources to team members
• Streamline all time consuming tasks in sales activities
• Easily add innovations and changes into your processes and connect them with other corporate functions (marketing, service, production etc)
Sales Team Management
• Organize all types of activities (tasks, calls, emails) in a single window
• Involve required experts in sales process at appropriate stage
• Manage terms in complex sales
• Synchronize your activities with Google Calendar as well as MS Outlook
• Plan, assign and monitor team workload
• Assign regular recurring tasks
• Employ reminders to optimize timeliness
• Set triggers based on predetermined events
Gamification
• Set different criteria to earn points for different steps in sales processes
• Accumulate points as you complete the right steps
• Lose points if you forget to do/make certain tasks after appropriate timeframe
• Receive bonuses and prizes for successful deals according to the volume, priority etc
• Place photos of Sales Superheroes on dashboard to motivate performance
• Share achievements on Facebook and LinkedIn profile
BPMonline Outlook Connector
• Store and manage your data in familiar environment
• Synchronize BPMonline CRM and Outlook contacts, emails, activities including customized fields and lookups
• Link data from Outlook to BPMonline CRM objects such as opportunities, invoices and documents
BPM + CRM Value
• Drive innovations
• Boost implementation of best practices
• Streamline internal communication
• Improve customer experience
• Automate routine, time consuming tasks
Key Advantages
1. Fusion of CRM + BPM
2. Unparalleled Self-Customization Tools
3. Open Source Configuration
4. Top-Level Security
5. Agile Deployment