- Company (that provides the nominated product / solution / service): bpm'online
- Website: https://www.bpmonline.com/bpm-software
- Product Version Number: 7.9
- Type of solution: Software
- Year this product or service was first introduced to the market: 2011
- Year the current version of this product or service has been released: 2016
- Approximate number of users worldwide: 500,000+
In 3 bullets, summarize why this product or service deserves recognition:
• Bpm’online’s sales process management capabilities are unmatched as our product comes out-of-the-box with countless pre-built processes. Our customers recognize the huge value of business process management platform and appreciate that no coding experience is required to build new or alter existing processes. The business process management engine helps companies to nimbly orchestrate their sales processes and guide users through the most effective actions streamlining customer-facing and non-customer facing processes to improve operational efficiency. Processes of any complexity, branched or parallel, can be modeled and run in bpm’online.
• By deploying bpm’online’s process-driven approach, our clients bring industry best-practices to their work, ensuring a higher user adoption rate and a good return on investment. Moreover, bpm'online offers the agility to continually test, modify, and improve processes to stay tuned to the new business environment.
• Bpm’online CRM is a globally recognized leader for sales process management and is backed by a robust process engine that enables users to automatically manage the entire sales cycle. In addition to its powerful BPM engine, bpm’online also offers a Dynamic Case Management approach empowering end-users to manage sales processes in a more unstructured and non-traditional sales environment.
In less than 300 words, summarize the most important features and benefits of this product or service
Bpm’online is a premium vendor of intelligent process-driven CRM solutions that enables companies to gain the agility to change processes on the fly as well as align marketing, sales and service on a single CRM platform. We believe that our mission is to unlock the potential of today’s businesses by enabling them to be more focused on creative, transformational activities.
Specifically, bpm’online CRM is a cloud based solution that leverages a sophisticated business process management engine to enable total control over the complete customer journey – from lead generation to loyal repeat sales. Users employ the processes to manage their entire sales cycle. The BPM engine helps companies to nimbly orchestrate their sales processes and guide users through the most effective actions streamlining customer and non-customer facing processes to improve operational efficiency. Processes of any complexity, branched or parallel, can be modeled and run in bpm’online. We also offer a Dynamic Case Management approach to further its sales process management capabilities. The platform provides a wide range of technological benefits including open configuration, agile deployment options and easy customization. Overall, bpm’online provides a lot of processes out-of-the-box for marketing, sales and service, but specifically for sales, the following list of processes are offered out of the box:
• Lead identification
• Lead management
• Adding audience
• Send scheduled bulk emails
• Lead disqualification
• Lead qualification
• Nurtured lead status update
• Update recipient response
• Lead distribution
• Awaiting sale
• Handoff to sales
• Create opportunity from Lead
• Identify decision makers
• Needs analysis
• Qualification
• Set access rights when opportunity owner changed
• Presentation
• Proposal development
• Contracting
• Negotiation
• B2B sales
• Proposal submission
• Add order based on opportunity
• Invoice approval
• Contract approval
• New invoice based on this order
• Processing order in Agent desktop queue
• New order via CTI panel (upon incoming call)
• Opportunity closure
• Calculate Forecast based on closed opportunity
• Order approval
• Next Sales Stage Identification
• Case registration via incoming call
• Incoming email registration process
• Identify contact via incoming call
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