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
