Boosting sales performance within BPMonline CRM

1. Boost sales
performance within
BPMonline CRM

2. =
Industry Tailored
BPM + CRM

3. 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.

4. 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

5. 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 )

6. 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)

7. 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

8. 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

9. 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

10. BPM + CRM Value
• Drive innovations
• Boost implementation of best practices
• Streamline internal communication
• Improve customer experience
• Automate routine, time consuming tasks

11. Key Advantages
1. Fusion of CRM + BPM
2. Unparalleled Self-Customization Tools
3. Open Source Configuration
4. Top-Level Security
5. Agile Deployment