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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.
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.
Extremely helpful team. excellent service!!
What do you like best about the product?
My customer support manager. Kate is exceptional. She listens, responds and gets it done. Thank you very much for your support and understanding.
What do you dislike about the product?
Technical system, but we Will get used to it!
What problems is the product solving and how is that benefiting you?
processes and systems that need to be built to make the foundations of the Business work smarter
Best Alternative CRM To Salesforce and Dynamics365!
What do you like best about the product?
Bpm'online is the most completely integrated Marketing, Sales, and Services Customer Relationship Management (CRM) platform and is reasonably priced.
What do you dislike about the product?
Bpm'online needs to improve its Mobile app and certain data entry sections.
What problems is the product solving and how is that benefiting you?
Central Repository for all customer and prospect interactions. Quick ROI and low-price of entry.
Recommendations to others considering the product:
Compare it to Salesforce.com Entrprise or Professional. You will be very surprised on the value of tBpm'online.
Growing a business with BPM
What do you like best about the product?
Working with BPM allows contractors to log in and see job schedules, contact details and work updates. The knowledge base is a wonderful resource for WHS information and forms, business policies and fact sheets. Being cloud based gives BPM a universal accessibility across any platform. This and the very high standard of support are the two most important features that make using BPM so pivotal to running a service oriented business efficiently.
What do you dislike about the product?
Some menu options are clunky. The contacts filter search needs to be reset after each selection. Being HTML has it's trade offs though am looking forward to seeing navigation menus require less mouse clicks.
What problems is the product solving and how is that benefiting you?
Contractors in the field with varying IT skills are all using it successfully. Other diary management systems did not work across all platforms nor did they allow for client management information and storage of information. BPM helps manage customer care.
Recommendations to others considering the product:
BPM is eminently adaptable, universally accessible and once set up is user friendly. Fantastic for a field -based client service, oriented business. The support is professional and personable. Having a support officer to work with who gets to know my business demonstrates to me that BPM knows what business is all about. As the business grows I'll be able to add more functionality.
BPM Online integration for a business with 200 staff
What do you like best about the product?
The level of customisation available in the product
What do you dislike about the product?
The support documentation can be confusing at times
What problems is the product solving and how is that benefiting you?
Integrating BPM into a business with high customer needs: lots of personal information that is not what BPM is designed for- but the product can be modified quite well to adapt to the client's needs. BPM has the feature set that allows the client to try out new workflows that had not been considered before.
Recommendations to others considering the product:
Pay for the highest level of support that you can afford. The support team from BPM are great. But they don't work for free (would you expect them to?). Once you understand the workings of the system, the support team can create some very neat features as requested.
Great User Experience!
What do you like best about the product?
What I really like in this product is its amazing UI and the resulting ease of use. The UI is really intuitive and pleasant to use both for standard users and system administrators. You don't need to be an experienced programmer or an IT professional to perform standard aministration tasks, like creating accounts, assign permissions, setup reports and views, customize object cards or design a workflow: for these common tasks the system is straightforward and full of smart wizards that guide you through these functions.
Besides it is really rich of functionalities that make it absolutely comparable to equivalent products of the CRM "big names".
Another strenght is the way the company cares for its customers. I would define it "very personal", you don't feel you are in touch with a standard multinational where processes are hyper-standardized and unless you bought a significant amount of licenses you are just one of the bunch. Even with few licenses you feel you are meaningful for them, and that's definitely value.
Besides it is really rich of functionalities that make it absolutely comparable to equivalent products of the CRM "big names".
Another strenght is the way the company cares for its customers. I would define it "very personal", you don't feel you are in touch with a standard multinational where processes are hyper-standardized and unless you bought a significant amount of licenses you are just one of the bunch. Even with few licenses you feel you are meaningful for them, and that's definitely value.
What do you dislike about the product?
Integration with social media can be improved, especially for marketing. Adding Linkedin within the accessible media is a must.
After-sales objects can be automated a bit more (e.g. orders, invoices, projects, etc.)
After-sales objects can be automated a bit more (e.g. orders, invoices, projects, etc.)
What problems is the product solving and how is that benefiting you?
I have a complete and up-to-date vision of our business: pipeline, forecast and plenty of details for each opportunity. I can easily track all sales activities whether they are a visit, a call or an email.
I can promote my products and services through effective digital marketing tools.
I can promote my products and services through effective digital marketing tools.
Recommendations to others considering the product:
Great product, according to the 80-20 law you can do 80% of the job with 20% of the effort (=you can do it yourself) . You have to ask for specialist support just for the remaining 20%. Trust your implementation to a certified local partner.
Ajax Systems experience
What do you like best about the product?
Processes in bpm’online CRM is a great benefit for our business. I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up.
What do you dislike about the product?
That’s not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.
What problems is the product solving and how is that benefiting you?
I am CMO and CRM system is my working tool number one. I’ve worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm’online is a bit different. It’s more than just a CRM system. With bpm’online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.
Recommendations to others considering the product:
I would definitely recommend working with the systems that have process management capabilities as that can help increase efficiency and productivity of your sales team.
Automation at best!
What do you like best about the product?
From a marketing perspective, the ability to automate trigger emails, create campaigns based on the status of an incoming lead was important to us - BPM Online does exactly that.
The complete process from incoming lead, through to close of sale.
The complete process from incoming lead, through to close of sale.
What do you dislike about the product?
Customising the default processes can be difficult
Not being able to apply a change to a bulk selection - i.e have to make changes to each individual item
Having to search by first name rather than last name
Having to go to 'Contact' if I want to look up a name - I can't search from the 'Search Panel' if I am under Opportunities section.
Not being able to apply a change to a bulk selection - i.e have to make changes to each individual item
Having to search by first name rather than last name
Having to go to 'Contact' if I want to look up a name - I can't search from the 'Search Panel' if I am under Opportunities section.
What problems is the product solving and how is that benefiting you?
Being able to nurture our leads until they become a hot prospect. This has significantly reduced the amount of phone calls our sales consultants have to make.
The ability to qualify each lead at a different stage based on its source is very useful, It allows the Sales consultants to then prioritise which leads they must call first.
The ability to qualify each lead at a different stage based on its source is very useful, It allows the Sales consultants to then prioritise which leads they must call first.
Recommendations to others considering the product:
I love this product - but as a company we made the mistake of rushing in without clearly defining what we expected BPM to achieve.
Key things I would suggest that you write out / or get clear on before using up all your support hours are:
- Define the sales process: do you need automated tasks when new leads come in, when should those tasks be due, what happens once the lead is contacted - do you have a qualification method
- Ensure the list of contacts and opportunities that you are importing is up to date: check for duplicate contacts before importing into BPM
- Assign on staff member to handle the implementation, but ensure they have enough time to handle this. We made the mistake of implementing BPM at a very busy period and a lot of mistakes were made on our side.
- Align names of each lead / opportunity stage to your current process - this will make it easier for staff to transition when they understand the key terminology
- Close off your existing CRM system - the best thing we did! This makes staff have to get used to the new system.
Key things I would suggest that you write out / or get clear on before using up all your support hours are:
- Define the sales process: do you need automated tasks when new leads come in, when should those tasks be due, what happens once the lead is contacted - do you have a qualification method
- Ensure the list of contacts and opportunities that you are importing is up to date: check for duplicate contacts before importing into BPM
- Assign on staff member to handle the implementation, but ensure they have enough time to handle this. We made the mistake of implementing BPM at a very busy period and a lot of mistakes were made on our side.
- Align names of each lead / opportunity stage to your current process - this will make it easier for staff to transition when they understand the key terminology
- Close off your existing CRM system - the best thing we did! This makes staff have to get used to the new system.
Merz Pharma
What do you like best about the product?
Intuitive interface makes it so easy and enjoyable to work with the system. Any user can learn and start using the application fast. It saves you a lot of time since your staff adopt a new software faster. Additionally, it is the efficiency that we gained thanks to the unique and powerful tools for customer management with BPM engine. This engine made the work of our staff much easier and more efficient. It saves a lot of time and minimizes errors.
What do you dislike about the product?
While the product is great and certainly improved efficiency, our pharma vertical solution is not on the latest version of bpm’online platform as of today. We lack some functionality that we’d like to have from bpm’online’s latest updates, that I know my team would benefit from.
What problems is the product solving and how is that benefiting you?
Now the staff can deliver more results with fewer efforts. The system helped us to build better campaigns, organize customers’ data, provide our clients with the accurate and correct agreements on time, plan and analyze all our activities. Our sales reps who systematically work outside the office benefitted from the availability of the mobile app. It contains the same range of modules and features, and is synchronized with the system creating a homogenous single hub for our staff to work in.
Recommendations to others considering the product:
BPM + CRM engine is an easy yet very powerful tool for your business to use.
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