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Happy business Partner/ Happy Customer in the Insurance Industry
What do you like best about the product?
Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.
What do you dislike about the product?
Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.
What problems is the product solving and how is that benefiting you?
Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.
Recommendations to others considering the product:
Do your research. I would strongly recommend other potential buyers to read user guides and watch webinars in the initial stages of the product implementation or usage. Delving deeper into bpm’online functionality to understand how it works will help you get the most out of the technology.
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Bpm’online is a well balanced sales, marketing and service CRM software
What do you like best about the product?
We have been using bpm’online for a few years now and we think it’s a fantastic tool. We love the user friendly nature of the system and it’s ease of use. This is a great benefit for new recruits as they can pick up and use the system without having to go through weeks of training.
We are also using the automation tool that is provided with bpm’online and this is saving us hours a week on manual tasks including general administration and reporting.
We are also using the automation tool that is provided with bpm’online and this is saving us hours a week on manual tasks including general administration and reporting.
What do you dislike about the product?
There’s not much we dislike about bpm’online. However, we would love to see more customisation functionality added to the mobile application.
What problems is the product solving and how is that benefiting you?
We are currently using bpm’online for our sales, marketing and service teams and we have significantly increased our performance in all areas as well as being completely synchronised across all of our departments.
Recommendations to others considering the product:
If you are thinking about taking on a new CRM project with bpm’online, I would highly recommend contacting one of their local partners in your region. This helps when it comes to avoiding common mistakes and to ensure smoother transition.
Easy to use CRM with an outstanding process engine
What do you like best about the product?
The dynamic case management enables customers to quickly implement business processes without any coding. The email integration with Exchange or Outlook 365 is very simple to set up and the manual linking to accounts, leads, opportunities or other records is foolproof.
What do you dislike about the product?
Customizing the GUI sometimes requires coding. Importing data is easy and quick but requires many preparations in Excel.
What problems is the product solving and how is that benefiting you?
The dynamic case managements supports a critical business process. The inbuilt approval task controls the progress in this workflow. It is now possible to create mini pages to quickly add, edit or view data without leaving the page.
A Learning Process with an easy to understand application structure
What do you like best about the product?
The intuitiveness of the application and being able to walk in and work out the logic of the application easily
What do you dislike about the product?
Some of the application setup features could be tweaked to make them easier to use
What problems is the product solving and how is that benefiting you?
The problem of merging 2 CRM's to one and unifying processes
Excellent CRM, easy to use tool capable of handling anything your business requires
What do you like best about the product?
This application can scale to any business of any size. It's unique and customized environment can be curtailed to any industry. It has limitless capability to customize to an individual's needs. Easy reporting capability and very powerful analytics tools which give you power to manage and monitor business perfectly. bpm'online has been developed in .NET platform which allows developers to customise application faster. They have also regular updates with lots of new functionalities.
What do you dislike about the product?
There are some added extras that would be very useful to a business, but as with any business model, these extra features are not always free.
What problems is the product solving and how is that benefiting you?
It is a good platform for gathering the customer data and working around it in order to improve customer relationships, marketing and increase sales numbers. It has a great level of customization and integrates well with third-party apps.
Bpm'online CRM
What do you like best about the product?
The ability to scale bpm'online into all operations of the business, because of the Marketing, Sales and Service offering on one platform. Additionally the ability to create, drive and monitor process easily.
What do you dislike about the product?
Initial system set up can be challenging as bpm'online has massive scope and capability, and to keep your requirements in check can be difficult.
What problems is the product solving and how is that benefiting you?
I utilise bpm'online to monitor and process Marketing and Sales initiatives. By using bpm'online the I'm able to stat a process once a lead is automatically registered in the system through lead generation efforts developed in bpm. We can then automate communication and launch the right sales process based on a multitude of factors and data. This allows slick handling of of all aspects of the sale cycle and increase conversion.
Dynamic and easy customisable CRM
What do you like best about the product?
This CRM allows the non-technical users to customise their screens without any technical knowledge. Even more, business processes can be added without programming skills.
What do you dislike about the product?
Debugging of more complex business processes and web services could be improved.
What problems is the product solving and how is that benefiting you?
We can automate a lot of the workflows, which is a great help for the end-user and reduces errors made by the user.
Refreshing product and company
What do you like best about the product?
The ability to customize and tailor the software to your own unique business processes and needs.
What do you dislike about the product?
There are a lot of system settings that can be learned and utilized.
What problems is the product solving and how is that benefiting you?
I use bpm'online for CRM and email marketing, as well as tracking customer renewals and product information. Being able to create our own data sets to use and then creating or customizing some process flows enable us to stay on top of software renewals and what is going on with our customers.
Being able to easily track and send emails through the system has been a huge help in seeing the interactions with our clients and prospects.
We have also modified the sales process to fit our needs, based on the type of opportunity.
Being able to easily track and send emails through the system has been a huge help in seeing the interactions with our clients and prospects.
We have also modified the sales process to fit our needs, based on the type of opportunity.
Recommendations to others considering the product:
Give it a try for sure! Really explore the marketplace, and the process engine.
Best Agile CRM/BPM
What do you like best about the product?
One of the most exciting CRM/BPM products we have worked with in a long time. Highly flexible and customizable. Robust business process designer that allows for simple to extremely complex processes. Lots of advanced and trending features. bpm'online is well-informed about what companies are looking for today and in the near future. Well supported by bpm’online technical staff and integrator partners.
What do you dislike about the product?
Too minor to mention compared to the exceptional benefits we are achieving.
What problems is the product solving and how is that benefiting you?
Our goal is to deliver a customer experience that creates customer advocates. We do this for our clients and it is what we hope they experience with us. In order to be able to do that we needed to implement many business processes to easily support our employees and enable our teams to consistently deliver a better experience for our customers across all departments. After finalizing our implementation and seeing this in operation the last couple of years, we can't imagine working without bpm'online anymore.
Recommendations to others considering the product:
By far, one of the fastest and easiest user adoption rates we have seen with any CRM/BPM product. Well-designed UI leveraging robust business processes is a success formula by any standards.
complete digital platform including marketing, sales, supply chain, service and en plus automation
What do you like best about the product?
Business Processes: automation of changes in data based on parameters setting, automated bulk email sending, integration with other applications, output reports in doc, xls, pdf.
What do you dislike about the product?
During customization and development of specific features It is difficult to check the debugging process.
What problems is the product solving and how is that benefiting you?
Automation of tasks and activities like Leads processing. Quote generation, integration with existing applications, marketing campaigns, event organization, ticketing system.
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