bpmonline crm
DESCRIPTION
BPMonline CRM is a comprehensive CRM solution which provides enhanced business process management (BPM) features.TRANSCRIPT
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