Bpm’online REVIEW

Business Process Management Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 9.3

What is Bpm’online?

Bpm’online is a complete business process management suite, allowing companies to test, improve, and stay in control of their operations and adjust those to the modifying business environment. The entire BPM package is hosted in the cloud and optimized for mobile usage, which makes it possible to track changes and adjust them on the fly. The process driven functionality box makes sure users will also have access to the best practices in their industry, and apply those to improve end-to-end operational management. Another core advantage of this system is its user-friendliness, as even non-savvy users find their way around it in less than no time.

At the same time, bpm’online blends easily in every software ecosystem, because of the availability of extensive and configurable APIs. This system is easy to customize into a brand-specific product, and even easier to integrate with a variety of ERP, ecommerce, CRM, email, and social networking products including popular providers such as Google, Microsoft, Twitter, and many more.

Industry experts also recommend bpm’online because of its reliable customer support: their team of knowledgeable and friendly experts is always one call/email away from answering your question, or solves simple inquiries when contacted on dot using their live chat feature. Bpm’online has also prepared an extensive knowledge base with hundredths of training materials for novice users.

Satisfied users, on the other hand, often discuss the benefits of quote-based pricing: the company offers an online calculator to assemble the price of all modules and features you wish to include, and considers both the scale and industry of your business to draft a reasonable offer. A great free trial plan that doesn’t require subscriptions and credit card data is also available, so you can try out all the features first. You can easily sign up for bpm’online free trial here.

Overview of Bpm’online Benefits

Generally, bpm’online is described as an end-to-end business management provider for businesses operating in the sales, marketing, or services industry. In fact, it is the alignment of all relevant management services that makes it the ideal product for every medium or large company. Thanks to it, users are no longer challenged to adjust to the never-ending changes of its business environment – instead, they keep all alterations in the loop, and adopt them while they are happening.

Bpm’online offers a highly-interactive, social network-resembling interface, where users perform and maintain all of their management activity without excessive training. The dashboard disseminates information that is genuinely important to the user,  including lead generation, sales management, accounting operations, and exceptional customer service. Nevertheless, bpm’online goes beyond simply displaying information: it provides users with all agility they need to remain in control of their processes, as well as change and maintain vital practices without technical expertise.

Large and remote teams have many reasons to consider bpm’online as their new managerial service provider. Once sales, marketing, and service are collated under the same roof, businesses find it easier to connect operations between departments, empower file sharing and streamline communication between them to minimize delays and errors. All functionality is customer-focused and built to suit different industries: the system uses a WYSIWYG process designer to moderate operations, and make them brand-centric regardless of their importance and complexity. Alongside customization and open configuration, the system offers two deployment options for users to choose from (cloud hosting and on-premise deployment). Another distinctive advantage is that the product is fully responsive on mobile devices, meaning that you can alter important processes even when not in the office. There is the main mobile app which is fully customizable and synchronized with the server for a consistent look, and a specific field sales app where users can import their customer base, schedule meetings in an innovative calendar, present products in a catalog, and govern orders quickly and easily.

From a marketer’s perspective, bpm’online will ensure an array of productivity tools for effective lead management, including demand segmentation, lead nurturing, and behavior tracking. The possibility to design interesting and engaging campaigns is an additional hint for creative teams.

For sales, on the other hand, bpm’online will cover deals end-to-end, from ordering to delivery. More than managing leads, bpm’online facilitates the work of large and complex corporations by managing their inventory, billing, invoicing, and many other accountancy-related processes.

Overview of Bpm’online Features

  • Business Process Management
  • Best Practices & Opportunity Management
  • Advanced Customization
  • Open Configuration
  • Visual Process Designer (WYSIWYG)
  • 360-degrees Customer Views
  • Lead Management
  • Lead Segmentation
  • Collaboration Suite
  • File Sharing & Omnichannel Communication
  • Case Management
  • Dashboard Analytics
  • On-Premise and In-Cloud Deployment
  • Extensive API
  • Synchronized Mobile APP
  • Field Sales App

What Problems Will Bpm’online Solve?

Scenario 1:

Within its business operations, company A 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. The company’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 which one allows to 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 solution as it allowed the company 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 2:

Marketing department of company B is running multiple lead generation programs. 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 ones. Moreover, in order to properly evaluate all marketing channels and generate more leads of higher quality, they need to receive relevant information from their sales teams 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 them did not allow sharing the information and ensure comprehensive and transparent process of successful lead guidance through the funnel.

After 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, including repeat and cross-sales, as well as loyalty programs automation. 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 from various departments.

In addition, alignment of marketing, sales and service apps on a single platform allowed to build dynamic cross-cutting process for lead routing through the funnel, which is transparent for every department involved into this process and gives understanding on who and when has to take actions and what these actions should be in order to have a successful deal and a happy customer.

Scenario 3:

A certain B2B telemarketing agency works on behalf on 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, the agency had a clear vision to remain competitive in this environment. To keep its leadership ranking, the agency needs to embrace technology change very rapidly.

In order to increase staff productivity the company 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. Guiding managers through the reference process framework, bpm’online’s smart contextual interface displays only relevant functions and information, helping them stay focused on critical information and suggesting 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 CRM+BPM solution from bpm’online, the company managed to increase time spent actually on calling customers (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 simplified 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 Position In Our Categories

Position of Bpm’online in our main categories:

1

Bpm’online is top 1 Business Process Management Software product

1

Bpm’online is top 1
Business Process Management Software product


If you are interested in Bpm’online it might also be beneficial to investigate other subcategories of Best Business Process Management Software gathered in our database of B2B software reviews:

There are well-liked and widely used applications in each software group. But are they necessarily the best fit for your company’s unique wants? A market-leading software product may have thousands of subscribers, but does it present what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Bpm’online reviews and mull over the aspects that you want in the software such as the price, main tools, available integrations etc. Then, select a few solutions that fit your needs. Check out the free trials of these products, read online reviews, get explanations from the maker, and do your investigation meticulously. This profound groundwork is certain to aid you choose the finest software solution for your company’s unique wants.

How Much Does Bpm’online Cost?

Bpm’online Pricing Plans For Enterprises & Small Business:

Bpm’online offers different enterprise pricing packages for the sales, marketing, and service module. You can also integrate all three modules into a single CRM bundle, calculate its price on the product’s official website, or get in touch with the vendor who will estimate it for you. There is also a great free trial available that you can use to try out all the key features of the software first. You can easily sign up for bpm’online free trial here.

Here are the details of all the available pricing plans:

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 Business Process Management 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 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. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • On Premise
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING

What are Bpm’online pricing details?

Bpm’online Pricing Plans:

Bpm’online offers different enterprise pricing packages for the sales, marketing, and service module. You can also integrate all three modules into a single CRM bundle, calculate its price on the product’s official website, or get in touch with the vendor who will estimate it for you. There is also a great free trial available that you can use to try out all the key features of the software first. You can easily sign up for bpm’online free trial here.

Here are the details of all the available pricing plans:

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?

The system can be integrated with virtually any third-party application as it provides open configuration and extensive API to allow for any customization required for your business. The company has an extensive experience with 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.

The software is seamlessly integrated with SmartCloud Connect, which integrates your Microsoft Outlook window right into bpm’online. You can also use SmartCloud Connect to work with opportunities, activities, leads, contacts, and accounts without logging into bpm’online.

What is more, the service allows leveraging social media integration capabilities to enrich customer profiles with additional data from social media as well as collaborate with customers in social networks. The system can be integrated with various online communities, forums, etc. with open APIs.

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

Bpm’online also 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.

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