bpm’online CRM REVIEW

Online marketing, sales and service management

No user reviews
USER SATISFACTION 100%
OUR SCORE 9.3

What is bpm’online CRM?

Bpm’online is a process-driven CRM that helps you to perform right and coordinated actions in your sales, marketing, and service support by combining customer data with business process management tools. The software won our Great User Experience Award as well as our Useful Free Trial Award for 2016.

It is intended for SMEs and large corporations and offers scalable features.

The software is built around the BPM platform, which helps you to design and automate processes to improve customer service and meet or surpass their expectations. Drag and drop tools make customization easy with solutions for both cloud and on-premise infrastructure.

Likewise, it is accessible through the bpm’online CRM Mobile, maintaining its look and feel across different phone and tablet platforms. It also works with popular productivity tools such as Google Calendar, MS Outlook, and MS Word. The software can be integrated with your own apps in different ways such as web services, .Net managed assemblies, and COM or DLL.

Overview of bpm’online CRM Benefits

Enjoy both BPM and CRM functions in one solution

  • Design, automate, track, and manage business processes
  • View detailed customers’ buying behavior
  • Forecast sales plans more accurately
  • Supervise marketing events and activities
  • Calendar tasks and monitor employee deliverables
  • Simplify document processing
  • Better analytics and measurements for business results

Customization is easy

  • Enjoy a complete set of tools to fine tune an application, such as: a wizard to add objects, fields and links; an integrated component library to customize without coding; and processes to change business logic.
  • The system also auto creates RIA interface that can be changed with a mouse.
  • AJAX and Silverlight technologies are integrated to make the UI design process smooth and practical.

Integrate smoothly with Open Configuration

  • Developers can rebuild, tweak, and extend bpm’online CRM modules, business logic and functionality using the latest web-based technologies.

Greater flexibility with Agile Deployment

  • Deploy an on-demand (SaaS) or on-site solution to meet company policy. The on-demand platform includes CRM updates and technical support, while the on-site version requires one-time payment and offers a lifetime license for the CRM software and maintenance services for the first year of purchase.

Tap into the Customer Success Manager (CSM)

  • A unique service exclusive to bpm’online. At no additional cost, CSM supports and enables the client to maximize the CRM software capabilities

Bpm’online CRM is a fully integrated CRM suite comprised of marketing, sales, and customer service applications designed to connect the dots between marketing, sales and customer service, and efficiently manage the complete customer journey from lead to order, and to ongoing account maintenance.

Out-of-the-box best practice processes

Bpm’online products include a set of best practice processes for marketing, sales, and customer service. Ready-to-go processes guide users through the most effective actions and make it easy for clients to jumpstart using the system, bringing industry best practices to their work.

A complete view of the customer journey

Bpm’online delivers end-to-end processes to manage the complete customer journey from lead to order and continued account maintenance. Connecting the dots between marketing, sales, and customer service allows companies to effectively manage every stage of their customer interactions.

Engaging interface that users love!

Bpm’online applications have an engaging interface and a social look and feel, which makes working with the software easy and ensures an increase in overall user adoption rates. The system provides a consistent user experience on all devices: phone, tablet, desktop, and laptop.

Bpm’online products are backed by a robust business process management platform based on BPMN standards. Working with business processes in bpm’online is easy – no need to be a technology specialist and there is no coding. The built-in visual process designer allows users to easily modify any pre-set processes or build new ones tuning the logic of the bpm’online application to their business needs.

Gain the agility to change processes in the CRM faster than ever.

Bpm’online products include a set of best practice processes for marketing, sales and customer service. Ready-to-go processes guide users through the most effective actions and make it easy to jump start using the system and bring industry best practices to their work. Changing processes in bpm’online is easy – you don’t need to be a technology specialist and there is no coding.

Bpm’online offers the agility to continually test, modify, and improve processes to stay tuned to the new business environment. There are no interruptions of the user work when a process needs to be updated. This helps with the process modification and testing in response to the immediate needs of the business, on the fly and in the cloud.

Align marketing, sales and service on a single CRM platform.

Bpm’online provides its customers with comprehensive full-fledge applications for marketing, sales and service management on one platform that can be deployed as standalone products, or as a CRM bundle. Thus, the system delivers end-to-end processes to manage the complete customer journey – from lead to order to continued service excellence. Connecting the dots between marketing, sales and customer service allows companies to effectively manage every stage of the customers’ interactions.

Overview of bpm’online CRM Features

  • Customer Data Management integrated with Twitter, Facebook, and LinkedIn
  • Lead Management with export function (MS Excel, website, other sources)
  • Time Management and Communications that syncs with Google Calendar, MS Outlook and popular schedulers
  • Sales Management for opportunity, quota, pipeline, projections, and forecasts
  • Document Management compatible with MS Word
  • Knowledge Management online library
  • Marketing Management for multi-channel campaigns, audience segmentation, budget planning, track responses, and ROI estimation
  • Analytics with real-time diagrams, customizable reports, and dashboards
  • Administrative Tools with wizards to manage lookups, data fields, and processes without programming
  • bpm’online CRM mobile apps for iOS and Android devices

What Problems Will bpm’online CRM Solve?

Scenario 1:

Marketing department of the company A is conducting different activities to generate leads. As the company grows, the numbers of leads grow correspondingly. However, marketing specialists do not have the full picture of channels from which these leads come from and which activities are the most successful. Moreover, in order to properly evaluate all marketing channels and generate more leads of higher quality, they need a correct information from sales department on how leads are converted into opportunities and closed deals. On the other hand, sales team had no visibility which channels generated serious ready-to-buy leads, not “tire-kickers,” or the journey the client took before he or she was reached by a sales rep. Another problem was the inability of the support team to share customer information with sales and do a better job of managing opportunities.

The issue is that every department used its own software, and the lack of integration between departments did not allow them to share the information. Practically they need all the information associated with every specific case, but CRM-system had different solutions for all three departments, not integrated one with another.

By implementing bpm’online, all three departments successfully united their customer data: now they have a possibility to track the complete customer journey – from acquisition to order, and to ongoing customer maintenance, included repeat and cross-sales. This gave marketing better understanding of which channels to use to generate better leads, sales receives timely information on the full history of lead behavior to better personalize communications and close more deals. Customer support team now better understands all client needs to deliver excellent personalized customer service. The customer provides his details and describes his need only once, without the necessity to repeat this information to representatives of various departments.

Scenario 2: 

Within its business operations, company B interacts with its customers in several different ways, following a variety of processes to see what works best. The processes are dynamic and need to be modified frequently. So the ability to modify processes on the fly was absolutely crucial in their search for the perfect CRM solution for their organization. Company B’s selling process usually starts with a web inquiry followed by the nurturing process as a prospect becomes a lead. It’s very important to constantly test different approaches to see what better converts leads into sales opportunities and eventually to happy customers. Bpm’online’s business process management engine was a tipping point in choosing this CRM as it allowed company B to adjust processes quickly and easily. As a result, the time to close a deal shortened and conversion increased as best sales processes are implemented quickly within an organization.

Scenario 3:

A B2B telemarketing agency C works on behalf B2B clients. For their sales machine to be effective they needed to improve the productivity of their staff. As the pace of technological change is always increasing, agency C had a clear vision to remain competitive in this environment. To keep its leadership ranking, agency C needs to embrace technology change very rapidly.

In order to increase staff productivity company C was looking for a solution with improved data visibility, accessibility, management and process automation. Focusing on these measures would reduce agents’ time on performing routine, manual tasks and spend more time with the customer, having detailed information on hand.

With bpm’online, agents were introduced to a robust and intuitive interface, which automated their routine, manual workload, decreased the number of unnecessary screens, and reduced the complexity of fields and buttons. Bpm’online’s smart contextual interface displays only relevant functions and information, an engaging action-driven interface helps users stay focused on critical information and suggests the next steps needed for the best results. Adding CRM features to the solution gave agents a 360-degree view of their campaign targets and ongoing results. The system also stores a complete customer history of all communications.

As a result, with a better CRM, Company C could increase time spent calling (by reducing data entry time) and therefore complete campaigns quicker, reduced staff churns due to increased productivity, improved account management and reporting. Bpm’online’s simplifies and intuitive interface allowed to make the switch to the new system quickly and easily, as the time for agents training was minimal.

Awards & Quality Certificates

bpm’online CRM Position In Our Categories

Position of bpm’online CRM in our main categories:

10

bpm’online CRM is one of the top 10 CRM Software products

10

bpm’online CRM is one of the top 10
CRM Software products


bpm’online CRM is also listed in the following subcategories:

Category:Position:Category:Position:
Online CRM Software#9 Social CRM Software#9
Category:Position:
Online CRM Software#9
Social CRM Software#9

It is crucial to note that virtually no software in the CRM Software category is going to be an ideal solution able to meet all the needs of various business types, sizes and industries. It may be a good idea to read a few bpm’online CRM reviews first as some software might perform well only in a very small set of applications or be created with a really specific industry in mind. Others might function with an intention of being easy and intuitive and consequently lack complicated features needed by more experienced users. You can also find services that focus on a broad group of users and offer a complex feature set, however this frequently comes at a higher price of such a software. Ensure you're aware of your needs so that you pick a software that offers all the functionalities you search for.

How Much Does bpm’online CRM Cost?

bpm’online CRM Pricing Plans:

Bpm’online offers different pricing packages for sales, marketing, and service. You can also integrate all three modules into a single CRM bundle and get an estimate for it from the vendor. There is also a free trial available. You can easily sign up for bpm’online free trial here.

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • Ideal for medium and large businesses struggling to automate internal and external service processes, including ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and bpm’online CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with bpm’online CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

22

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
  • China
  • Germany
  • India
  • Japan
Pricing Model
  • Monthly payment
  • One-time payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • On Premise

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are bpm’online CRM pricing details?

bpm’online CRM Pricing Plans:

Bpm’online offers different pricing packages for sales, marketing, and service. You can also integrate all three modules into a single CRM bundle and get an estimate for it from the vendor. There is also a free trial available. You can easily sign up for bpm’online free trial here.

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • Ideal for medium and large businesses struggling to automate internal and external service processes, including ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

What integrations are available for bpm’online CRM?

The system can be integrated with virtually any third-party application as it provides open configuration and extensive API to allow for any customizations and integrations required for your business. The company has an extensive experience of integrating with different systems during project implementation (accounting, legal, ERP, social listening tools etc.), as well as a number of out-of-the-box integrations, which include, but are not limited to: Twitter, Facebook, Google Contacts and Calendars, LDAP, IMAP, MS Exchange, Google Maps, OpenStreetMap, MailChimp / Mandrill, etc.

Bpm’online offers email synchronization via IMAP and Exchange protocols, and simplified synchronization of MS Exchange and Gmail contacts and calendars. Automatic integration with Google services enables the user to instantly start working with their contacts, emails, and calendar. The administrator can also set up user or group rights to import / export contacts.

You can work with your email in the CRM system or operate the CRM system from your email. Bpm’online is seamlessly integrated with SmartCloud Connect, which integrates your Microsoft Outlook window into bpm’online. Use SmartCloud Connect to work with opportunities, activities, leads, contacts and accounts without logging into bpm’online.

Bpm’online allows leveraging social media integration capabilities to enrich customer profiles with additional data from social media as well as collaborate with customers in social media. Enriching system’s data is realized through pre-built social media integration (Twitter or Facebook). The system can be integrated with various online communities, forums, etc. with open APIs.

By virtue of integration with the social listening tools the system allows to keep abreast of customers social media activities and their opinion, analyze and manage company reputation.

Office productivity package integration includes reports in MS Word / PDF, data import from MS Excel.

Bpm’online offers phone integration, including intelligent routing, voice over IP, scheduled callback and SMS.

Integration with the social listening tools, ERP systems, platforms for data integration and business analytics is also available in bpm’online.

User reviews


No reviews yet

0
0
0
0
0

Average Rating:

Write your own review of this product

Add a review

Thank you for submitting your review!

In order to ensure high-quality of our reviews we'll have to verify your email address. Please insert your email address below.

Thank you!

A verification email has been sent to the address you provided. Please click on the link in that email to finalize your review submission.

Page last modified