bpm'online CRM


 

bpm'online CRM is a salesforce automation system for companies to manage the entire sales cycle: from lead management, to orders, to invoicing.

This process-based cloud CRM includes referenced processes for lead management, opportunity management, quote management, order and invoice management along with the ability to design sales processes based on the unique business needs. 

This product is designed to evaluate competitors, identify key decision makers and apply specific sales processes Bpm’online features that include: capabilities for account and contact management, workflow and task management, communication and collaboration tools, opportunity and project management, product management, document flow automation, analytics with easily customizable dashboards, and synchronization and integration capabilities. 

Bpm’online sales is delivered in 3 editions, and can be deployed on-demand (SaaS) or on-site, where data is hosted in-house on the company’s servers. In both cases users can access bpm’online from anywhere with a web-browser or the mobile app. The system is both Windows and iOS-compatible. 

 

bpm'online sales - Out-of-the box processes
 
  • bpm'online sales - Out-of-the box processes
    Out-of-the box processes
  • bpm'online sales - Complete view of customer journey
    Complete view of customer journey
  • bpm'online sales - Engaging Interface
    Engaging Interface
  • bpm'online sales - Analytics and Reporting
    Analytics and Reporting
  • bpm'online sales - Accounts and Contacts
    Accounts and Contacts
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

10 Reviews of bpm'online sales

Showing 1-10 of 10

 

from Agovo
Specialty: Software / IT
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Bpm online is a hidden gem!

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Likes Best

Bpm online is a hidden gem! From when I first discovered bpm’online I have always liked the modern and simple user interface and reporting features. It’s great to have found a system that works not only for the users, but also for the management team. Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road. Personally, I love how easy bpm is to customise and to create new business processes – this feature has saved me a lot of time and the company a lot of money.

Likes Least

There’s not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.

Recommendations

I would recommend that you test out the system first and show the people in your company who are going to be users so that they can decide whether they will like it too. It’s really important to get a system that your company like and use.

 

from Syzygy
Specialty: Software / IT
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

CRM that is able to solve all business pains and helps to increase pro

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Likes Best

Business process automation is something I really like in bpm'online. System is smart and leads you through the whole processes from lead generation to closing the actual deal and supporting your client. Everything you need to close a deal successfully is there. Great interface, absolutely user-friendly and rich functionality for very reasonable price. Customer success management is another great thing about bpm'online. I never have problems with my CRM as my CSM thinks ahead of me.

Likes Least

There is nothing really to dislike in bpm'online. However, I'd recommend to purchase additional support plan that includes telephone support and provides faster response and resolution toime

Recommendations

If you're looking for a highly functional cloud CRM software at a reasonable price, bpm'online definitely deserves to be on the shortlist.

 

from CBS Outdoor France
Specialty: Advertising
Number of employees: 501 to 1,000 employees Employees number: 501 to 1,000 employees

one of the coolest experiences with bpm'online CRM

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Likes Best

Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes.
In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased.

Likes Least

We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online.

Recommendations

Using bpm’online for business process automation can help increase operational efficiency, which is essential for any business.
Gather information and ask questions, make use of the ‘community’ and ‘academy’ as they provide helpful information. Through discussions on the community platform, I gained valuable insights into specific features of the product.

 

from Alpen Pharma Group
Specialty: Pharmaceuticals
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Grow your business with bpm'online

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Likes Best

As our company continued to grow and extend over new territories, we faced difficulties in managing and controlling all customer communications, sales processes, invoices and orders of our global clients. With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us.

Likes Least

We had to make many changes and customization to the system, as the scope of the project was large.

Recommendations

Leverage process templates in bpm’online when you start working with the system.

 

from Courtesy
Specialty: Food / Beverage
Number of employees: 501 to 1,000 employees Employees number: 501 to 1,000 employees

Easy to use CRM

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Likes Best

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

Likes Least

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.

Recommendations

The bpm’online system is great for tracking opportunities in an efficient way, together with dashboards and reporting it creates a complete sales management system.
It efficiently connects the dots between marketing, sales and service departments in a way that makes sense to your business and your business goals.

 

from Perry Sport
Specialty: Retail
Number of employees: 501 to 1,000 employees Employees number: 501 to 1,000 employees

The business process platform is a huge advantage!

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Likes Best

Bpm’online is really easy to use; we were able to customize and adjust it based on our needs and goals. With bpm’online you’ll never have to bend the way your software works in order to make it support how your business operates.
The interface is intuitive, which makes bpm’online easy to work with. I also like their dashboards.

Likes Least

Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.

Recommendations

Give it a try. It's really powerful yet very easy to use.

 

from DelconRelays
Specialty: Manufacturing
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Perfect CRM for us

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Likes Best

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business. With bpm'online I got exactly that.
As a result of implementing the bpm’online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client.
Another thing about the bpm’online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped.

Likes Least

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.

Recommendations

Bpm’online can harmonize the work of your marketing and sales teams. It makes easier for your sales team to engage with the clients as sales reps can see what is happening on both sales and marketing sides and can view as much information on a prospect/ lead/ client as they need.

 

from Savedo GmbH
Specialty: Other services
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Excellent service

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Likes Best

It was a pleasure to work with the bpm’online team. The team demonstrated the flexibility and support throughout entire process. We were also happy with a dedicated Customer Success Manager. It eased the process, provided us with the useful guides and tips. Using a full bundle product enhanced our operational processes since we had the tools to manage the entire customer journey from customer acquisition to customer retention.

Likes Least

I cannot say that I ‘dislike’ something about the system, however you need to consider to have trainings prior to the deployment.

Recommendations

Business processes engine is a very powerful tool but it is advisable to choose a vendor that can provide you with a personal Customer Success Manager. Believe me, they take their time for you.

 

from HaloPays
Specialty: Banking
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Simply the Best!

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Likes Best

There's just so much to like about Bpm’online. From their comprehensive toolset and the way all their products seamlessly blend together into one complete package. To the incredible customer service. Bpm’online goes above and beyond with their software and service.

Likes Least

Nothing. Honestly. Maybe simplifying some of the advanced features. But these are "Advanced" features and thus, by definition, require a little more complexity.

Recommendations

With all the features we need in one integrated package we can manage the complete end-to-end customer journey and ensure outstanding experiences across multiple touchpoints. Whether sales or support through email, web forms or phone, we track everyone efficiently. No one falls through the cracks. There simply aren't any cracks to fall through.

 

from Adaptiva SPA
Specialty: Software / IT
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Complete End to End CRM

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Likes Best

The flexibility and fast way to custom and the BPM skin to bring process like the company work

Likes Least

The separate CRM versions and to pay each license per separate and not having an unique special price for the complete suite

Recommendations

Recomendations are to think in Bpm'online like an specialized CRM for small, medium and big companies...you decide your need, because licenses are very competitive

 
 
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