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