Studio Creatio
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Amazing highly congifurable solution to meet most of our needs
What do you like best about the product?
Bpmonline is highly configurable and customisable solution that has increased the efficiency and productivity for users. We love the business processes and the automation functionality it offers to eliminate manual work on regular, smaller tasks. It was great to customise the built-in processes to our specific business needs. The other good thing about this solution is that users were able to move to Bpmonline quite quickly, without the need of lot of training. Data migration through data import was not that difficult either, once we cleaned the data.
What do you dislike about the product?
Would like to see more integrations/connectors for industry standard applications e.g. Zapier, Sage, MYOB etc. Also, AI is not as mature as its competition so that needs to be worked upon by Bpmonline.
What problems is the product solving and how is that benefiting you?
We are using Bpmonline for all: Marketing, Sales, and Service. And number of automated processes within these areas.
Recommendations to others considering the product:
The product is recommended. However the company should have their requirements well-thought of so that the right partner can design and implement the right solution. Data migration is not that difficult, again the implementation partner needs to understand the business before undertaking the solution. Would also mentioned that if a company is moving away from an existing CRM, their users should not expect that they will get the exact same solution on Bpmonline. Bpmonline solution will increase the efficiency by improving the processes as well as automating some of the tasks.
Robust, highly customizable CRM for a fraction of the price.
What do you like best about the product?
The ability to fully automate our email marketing process is a huge increase in efficiency. We are now able to send out trigger emails based on almost anything we want, so that our reps and marketing team don't have to manually send out every email we want to send. Now, if a customer fits a certain criteria, we can have the system automatically send them a specific, personalized email. The best feature is that we can ultimately customize almost everything within the CRM and set it up exactly how we want it. Additionally, our Partner Success Manager Harry Taimur has been exceedingly helpful and has gone above and beyond to help us out.
What do you dislike about the product?
There are less integrations with other products and services than some competitors, although the marketplace is constantly updating with new integrations.
What problems is the product solving and how is that benefiting you?
We are now able to send out trigger emails and automate our email marketing processes. We can now run reports and see live dashboards and updates within our funnel to have a better idea of our current overall picture. Our lead/opportunity flow is smoother and more efficient than before. The internal communication tools make it easier for internal employees to communicate, follow, and track activities in the form of call backs, reminders, etc.
Recommendations to others considering the product:
BPM is great if you are looking for a relatively inexpensive CRM (compared to other competitors) that gives you a high level control in terms of customizing your experience and business process. There is a learning curve, but once you start to understand the capabilities of the CRM, the possibilities are limitless.
The best Tool SaaS Plataform
What do you like best about the product?
A friendly and easy interface, the most complete 360° customer view.
What do you dislike about the product?
Trainning material on internet could be more detailed.
What problems is the product solving and how is that benefiting you?
create a Service Center
If you learn how to use the system, you will get what you need out of it
What do you like best about the product?
There are nearly unlimited customization options. You can create/edit new fields, reports, dashboards, etc. without having to rely on customer support.
What do you dislike about the product?
Learning the language in the section wizard and understanding how to customize your reports, printables, etc. takes time and isn't necessarily intuitive.
What problems is the product solving and how is that benefiting you?
BPM has enabled us to accurately record and track all aspects of our sales activities. Our team has become more efficient and gained insight in to tasks such as tracking orders & invoices.
Recommendations to others considering the product:
be honest with yourself regarding you and/or your team's ability to do backend web work. If you want this tool to do what you want, chances are you'll need to do some customization. Customization requires technical skill.
Outstanding product
What do you like best about the product?
Clean interface. Powerful customizations with its business process engine.
What do you dislike about the product?
With a product like this, which offers so many features and different ways to accomplish some tasks, it can become a complex to the end user. Their marketing solution is not very polished and user friendly compared to Mailchimp, but it gets the job done.
What problems is the product solving and how is that benefiting you?
Adopting a good CRM for our sales team. Having the CRM as the consolidator of our customer's relevant activities. With bpm'oline we managed to develop a standard workflow for working with leads from our website, for scheduling and doing follow up calls to dormant customers, among other things.
Great product and support
What do you like best about the product?
The ability to customise each role.
Fully track back any communications from other colleagues, which helps internal communication too.
Friendly user interface, doesn't take long to get used to.
Fully track back any communications from other colleagues, which helps internal communication too.
Friendly user interface, doesn't take long to get used to.
What do you dislike about the product?
Some of the backend settings can be confusing but Mary and the support team is always very helpful.
A lot of customisation, but need figure out an optimal setup.
A lot of customisation, but need figure out an optimal setup.
What problems is the product solving and how is that benefiting you?
Tracking conversations done by other team members.
Monitor service progress.
Have a centralised system for all information.
Monitor service progress.
Have a centralised system for all information.
Recommendations to others considering the product:
Learn the system with default settings first and start configuring once you know what is needed.
There are so many back end settings that can be done.
There are so many back end settings that can be done.
A holistic CRM solution at an affordable cost
What do you like best about the product?
BPM 'Online CRM product is undoubtedly supreme in terms of customizing it to our business needs. After sales support is commendable!
What do you dislike about the product?
I am a satisfied customer...So far so good! - nothing to complain.
What problems is the product solving and how is that benefiting you?
We needed a centralized repository for our database to create and nurture leads for our business. We have now built a database. it is helping us to track the productivity of each resource, capture all the correspondence with our potential prospects and helping us to promptly follow-up with them.
We are presently working on creating process workflow for lead nurturing. Once this is configured, we will have a solid lead nurturing strategy in place.
We are presently working on creating process workflow for lead nurturing. Once this is configured, we will have a solid lead nurturing strategy in place.
Very user friendly CRM system
What do you like best about the product?
BPM online is very easy and user friendly CRM system which you can tailor to your own needs. It has nice modern interface, not too overloaded with functionality, logic is quite straightforward. Even advanced PC user can create and run customized business processes because they look like a process flow. With a good in-house business integration manager and programmer, inventory module can be developed via one of the modules to connect the whole chain.
My management likes visualization of the whole sales process in dashboards (by regions, by turnover, by clients, by sales manager, etc.)
My management likes visualization of the whole sales process in dashboards (by regions, by turnover, by clients, by sales manager, etc.)
What do you dislike about the product?
- Some bugs come out after system updates
- Lack of full functionality to visualize dashboards (compared to Excel)
- Incorrect system processing of duplicates
- Lack of full functionality to visualize dashboards (compared to Excel)
- Incorrect system processing of duplicates
What problems is the product solving and how is that benefiting you?
- Registration of new sales
- Registration of accounts
- Classification by industry, application, etc.
- Sales funnel: visualization of lead/sale conversion
- Keeping records of sales contracts
- Keeping records of contacts
- Storing of Logistics information
- Visualization of sales (dashboards)
- Notification of data entry (new opportunities, new sales)
- Registration of accounts
- Classification by industry, application, etc.
- Sales funnel: visualization of lead/sale conversion
- Keeping records of sales contracts
- Keeping records of contacts
- Storing of Logistics information
- Visualization of sales (dashboards)
- Notification of data entry (new opportunities, new sales)
Recommendations to others considering the product:
Evaluate the need to customize BPM online to satisfy your business needs and ask all questions in advance.
great business adaption by the power of BPM & CRM together
What do you like best about the product?
ease of use and power of customization. bpm'online is very intuitive
What do you dislike about the product?
to have to save on every action. should be automatic
What problems is the product solving and how is that benefiting you?
sales process automation and customer service
Recommendations to others considering the product:
Go for it, really challenging the big ones
Amazing platform with compettitive prices
What do you like best about the product?
Bpm'online is a strong platfom with all capabilities needed to manager simple or complex processes considering all processes across organizations (BPM), Marketing, Sales and Service . Configurable and with very user friendly interface allow business people getting independent from IT department managing from simple to medium complexity changes in the platform and help companies to accelarate time to market.
What do you dislike about the product?
Platform is still little known in Brazil and South America. Bpm'online should carry out some publicity actions to strengthen the brand
What problems is the product solving and how is that benefiting you?
Problems solved: implementing 360° customer view, maximize opportunity conversion, deep undestanding of customer journey
Benefits: increasement of customer engagement and wallet share percentage.
Benefits: increasement of customer engagement and wallet share percentage.
Recommendations to others considering the product:
It's not only about robustness, but also very competitive prices. If I were you, I would download a free trial and call a representative for more information. You will not regret!
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