Bpm'online is an intelligent solution for business process management. It covers all aspects of customer relationship management, from lead and initial contact through to after sales services and account management. The cloud-based platform is designed to bring together and run marketing, sales, and service from a single platform.
It has an intuitive interface that is easy to navigate with a social look and feel to it. The platform works well across a broad range of platforms and devices, providing all users with he same, convenient experience. Bpm'online merges extended CRM functionality with BPM capabilities. The service is setup as a bundle, housing three products on one platform. This includes bpm'online marketing, bpm'online sales, and bpm'online service.
Bpm'online’s key features include 360° customer views, lead management, project management, business process management, opportunity management, omni-channel communications, orders and invoices, and mobile sales.
A key feature of bpm'online is the ability to create dynamic multi-channel campaigns. The software is very flexible, allowing for communication chains that have defined conditions for transition between stages and monitoring processes. you can also setup criteria for successful conversions and have the tools to modify campaign flows in real-time.
Campaign management with with bpm'online, lets you maintain a constant dialogue with prospects. The software supports multiple types of marketing campaigns, including trigger campaigns and one-time campaigns.
Field Sales Management
With bpm’online, managers have a clear viewing platform to create scheduled visits for each sales representative. Users can view locations on maps, monitor actual visits with geo-tags, and have the data in order to improve departmental efficiencies.
Specific, tailored rules can be created for individual representatives that work the field, based on their role with the organization. a great feature of bpm'online is that it can ‘hint’ towards taking the appropriate action during every step of the customer interaction. It can prompt representatives to check-in, demo products, or place orders.
Bpm'online uses a three-tier architecture, that provides highly scalable and configurable applications. It uses an open API, which allows it to become integrated with almost any third-party app or service, using SOAP or RESTfull web-services, along with the OData protocol based around REST. Bpm'online also utilizes AJAX/ AJAJ technology.
Bpm'online integrates seamlessly with apps and services such as Google (Gmail, Contacts, Calendar), MS Exchange, and Mailchimp/Mandrill. It also integrates well with Facebook and Twitter.
Bpm’online uses an Open-source, subscription pricing model with a one-time license. There is also a free trial available (no credit card required). Bpm’online offers a number of various plans and prices. This allows you to select the plan that best suits your business model. All bpm'online licenses include a basic support plan, product maintenance and free updates. Pricing for bpm'online starts at $25 per user, per month. Depending on company size, number of users and customer needs, more features can be added if required.
Overall, Bpm’online is a well structured, process-driven CRM solution that successfully merges extended CRM functionality with BPM capabilities. It has varied range of out-of-the-box integrations available, and it uses an open API that can be tailored to suit your organizations specific needs.