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CRM that efficiently automates sales processes
What do you like best about the product?
Being a real estate developer, we were seeking for a tool that will help us keep track of all the internal business processes. Prior to bpm’online implementation, we were using Excel Spreadsheets. Because Excel wasn’t effective enough we decided to switch to bpm’online.
Bpm’online CRM allows us to automate any internal businesses processes. This system allows us to keep all the vital data in a single place so that we don’t have to worry about missing or forgetting something. Also, this system simplifies communication with clients a lot.
Bpm’online CRM allows us to automate any internal businesses processes. This system allows us to keep all the vital data in a single place so that we don’t have to worry about missing or forgetting something. Also, this system simplifies communication with clients a lot.
What do you dislike about the product?
As for now, nothing to complain about. But we would like to have an opportunity to integrate bpm'online with other services.
What problems is the product solving and how is that benefiting you?
With bpm’online we can easily manage long sales cycle. Also, the system allows
for analyzing the sales performance of our team. Recently, we’ve discovered that bpm’online allowed us to increase sales by 25%! Isn’t it impressive?
for analyzing the sales performance of our team. Recently, we’ve discovered that bpm’online allowed us to increase sales by 25%! Isn’t it impressive?
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Optimization of the sales department
What do you like best about the product?
Before the introduction of bpm'online, InTech already had experience using CRM systems – we knew what we liked and didn’t like based on past experiences. Given the previous experience, we were looking for a tool that would allow not only to automate sales processes, but also to monitor and analyze the results of the work of the sales department. Bpm'online met these requirements, and its interface became an additional advantage of the system.
InTech can now analyze the effectiveness of the sales department in the context of the following results:
• volume of closed and potential orders;
• the amount of work done by managers in the context of calls, meetings, activities for the time period;
• customer base growth.
InTech can now analyze the effectiveness of the sales department in the context of the following results:
• volume of closed and potential orders;
• the amount of work done by managers in the context of calls, meetings, activities for the time period;
• customer base growth.
What do you dislike about the product?
Can’t say that we dislike anything at this point. At InTech, we have seen great results from bpm’online sales and credit the software for more sales and process transparency.
What problems is the product solving and how is that benefiting you?
The main task of implementing bpm'online was to collect all data on customers in a single system to conduct transparent work. Managers can go through all the stages of working with a client with high quality: from script conversations to invoicing.
Very easy when it comes to customization
What do you like best about the product?
- programming using the web interface
- works with javascript & C#
- update to date technology
- works with javascript & C#
- update to date technology
What do you dislike about the product?
- sometimes it's slow when using web UI
- slow when compiling codes
- slow when compiling codes
What problems is the product solving and how is that benefiting you?
- Time off request
- Integrated with in house database
- Integrated with in house database
My Experience with BPM'online
What do you like best about the product?
The fact that I don't have to be an IT expert to be able to define or create a process to be customized based on my needs, I love how easy it is to understand the functionalities and the processes.
A big portion of our processes are customized and BPM support and developers easily comprehend our needs when we create them
A big portion of our processes are customized and BPM support and developers easily comprehend our needs when we create them
What do you dislike about the product?
Reporting is limited, although you can create filters and dashboards and even export to excel if you want a specific report within BPM where you add some Mathematical formulas, then you find yourself very limited.
What problems is the product solving and how is that benefiting you?
It allows us to better identify our metrics.
Now we are able to better track our client journey and identify strategies to better approach them
Now we are able to better track our client journey and identify strategies to better approach them
Recommendations to others considering the product:
Easy to understand, great support
Incredibly robust, geared towards developers
What do you like best about the product?
I love the multiple integrations that are possible within the system due to the open API's and collaboration with a vast array of 3rd party vendors.
What do you dislike about the product?
Development uses some pretty heavy lifting when it comes to workflow creations and associations
What problems is the product solving and how is that benefiting you?
We're capturing how often we touch our clients so we can gauge the fee against the amount of work put in for that client
All information I need to do my job in one platform!
What do you like best about the product?
The automation and flexibility of the platform it provides. We have been able to implement and change our processes as our business evolved. It has helped our business to get more sophisticated without hiring more staff.
What do you dislike about the product?
The portal for our customer is not easy to configure but I know bpm'online is going to release a new version of their portals which will allow us to configure it as we wish using the same flexibility/capabilities as what the back-end interface currently offers.
What problems is the product solving and how is that benefiting you?
Transparency of information. It was a struggle to find out where we were at within the business but now we have Dashboard with all our KPIs. We are not spending days on creating reporting in spreadsheet anymore, it makes my life much easier. The other problem it tackled was reminders. For each process, we know where we are at and it is not up to someone to remember anything. Anyone can take over from anyone else as long as they have the necessary skills of course (but all information and processes are up-to-date).
Recommendations to others considering the product:
I believe it is a product which would allow any companies to grow with it. Whether you are a small or large company, and whether you are within a specific industry with special requirement, bpm'online is so flexible that it will cater for everyone requirements.
Robust platform. Very well integrated.
What do you like best about the product?
Integration between the different modules is very well executed and available at your fingertips (Literally!). Not many systems out there can automatically aggregate and give true visibility to everything from Lead to Support.
What do you dislike about the product?
Knowledge-base functionality needs to be updated.
What problems is the product solving and how is that benefiting you?
Visibility across multiple departments. Sales having full exposure to Projects & Support and vise versa. Onboarding can plan resources according to what's coming down from sales having visibility to the sales pipeline. Another major benefit is bpm Dashboards. They do a great job of visualizing large amounts of data into simple visuals and they are extremely intuitive and easy to create.
Recommendations to others considering the product:
Make sure you allow time for user training.
Responsive, clear and easy
What do you like best about the product?
Cutting down amount of work/time by automating repetitive tasks
What do you dislike about the product?
Some bugs after system updates not found in testing, usually fixed very quickly.
What problems is the product solving and how is that benefiting you?
Being able to automate almost any task greatly reduces work load and has simplified drawn out processes
How to overcome marketing challenges
What do you like best about the product?
It's quite easy to set up and use the product. We love the possibility to obtain a complete view of our customers, segment them and group for tailored mass mails and campaigns. Personalized email marketing helps us to increase click stats and generate more leads. Also, I like split testing possibility as it allows to be more creative with email content.
What do you dislike about the product?
Sometimes we have delays with response stats calculation, but I can't say that it's a crucial disadvantage.
What problems is the product solving and how is that benefiting you?
We use bpm'online Marketing platform. We changed our marketing approach this year and decided to work more actively in outbound direction. While setting up marketing sections in bpm'online we also worked with the team on finalizing our internal strategy so it took us a little bit more time to set up the system than expected.
Powerful system with very logical interface
What do you like best about the product?
System is very logical and it is very easy to get used to all functions.
With out-of-the box functionality, you can cover all the aspects of your business need. But what is the best – even if you need to adjust something, this process is quite easy on custom’s level.
More advanced customization for sure requires time, and for some purposes programing skills but the majority can be adjusted very easy.
The other very important issue is that during all the implementation process and further usage period you always have access to support team, free instructions and tutorials and your personal manager. All these factors help improve our usage of the system to achieve the best results.
With out-of-the box functionality, you can cover all the aspects of your business need. But what is the best – even if you need to adjust something, this process is quite easy on custom’s level.
More advanced customization for sure requires time, and for some purposes programing skills but the majority can be adjusted very easy.
The other very important issue is that during all the implementation process and further usage period you always have access to support team, free instructions and tutorials and your personal manager. All these factors help improve our usage of the system to achieve the best results.
What do you dislike about the product?
As system covers many business use-cases, some of the features are not relevant for our business so we had to spend some time to understand what is unneeded for us right now and we can switch this off.
What problems is the product solving and how is that benefiting you?
All our sales routine becomes more structured now and after some time of usage, we started to spend less time and efforts for creating your client profile with all the history of interaction. More over now system creates all the needed reports instead of us.
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