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

info@bpmonline.comsupport@bpmonline.comsales@bpmonline.com