BPMonline CRM was recognized in 2011 and 2012 for its sales performance tools. It allows companies to collect and merge customer data from various sources to create detailed profiles. It also provides tools to manage opportunities, sales processes, teams, and integrate with Outlook. The system aims to streamline tasks, automate routines, and boost implementation of best practices through the combination of CRM and business process management capabilities.

1. Boost sales
performance within
BPMonline CRM

2. =
Industry Tailored
BPM + CRM

3. Awards
2011: BPMonline CRM was titled CRM Idol 2011 in EMEA
region.
2012: BPMonline was included in ‘CRM Watchlist 2012’ -
annual review of the most influential CRM players.
2012: The biggest CRM newsmaker CRM Magazine
announced the winning of BPMonline Service Desk in CRM
Rising Star contest.

4. Customer Data Management
• Collect vital customer data from
email, phone, website, etc.
• Merge data from
facebook.com, linkedin.com and twitter.com
to have a complete picture of your
customers
• Create detailed customer profiles
• Import data from .XLS, Google contacts
and social networks
• Deliver instant, company-wide access to
customer interaction history
• Provide employees with all the information
they need at their fingertips

5. Opportunity Management
• Track all information on potential deals in
one section with related
accounts, contacts, activities or documents
• Manage amount, priority and probability of
opportunities
• Get easy access to product catalogue
• Divide sales team across territory/
opportunity volume/ customer status etc
• Plan and forecast your sales
• Analyze sales pipeline
(stages, owners, departments, customer
segments etc )

6. Sales Processes Management
• Map customer lifecycle processes
(customer acquisition, quote
management, cross-sales activities etc)
using sales best practices with BPM
Designer
• Deploy business processes to assign tasks
and resources to team members
• Streamline all time consuming tasks in
sales activities
• Easily add innovations and changes into
your processes and connect them with
other corporate functions
(marketing, service, production etc)

7. Sales Team Management
• Organize all types of activities (tasks,
calls, emails) in a single window
• Involve required experts in sales process
at appropriate stage
• Manage terms in complex sales
• Synchronize your activities with Google
Calendar as well as MS Outlook
• Plan, assign and monitor team workload
• Assign regular recurring tasks
• Employ reminders to optimize timeliness
• Set triggers based on predetermined
events

8. Gamification
• Set different criteria to earn points for
different steps in sales processes
• Accumulate points as you complete the
right steps
• Lose points if you forget to do/make
certain tasks after appropriate timeframe
• Receive bonuses and prizes for
successful deals according to the
volume, priority etc
• Place photos of Sales Superheroes on
dashboard to motivate performance
• Share achievements on Facebook and
LinkedIn profile

9. BPMonline Outlook Connector
• Store and manage your data in familiar
environment
• Synchronize BPMonline CRM and
Outlook contacts, emails, activities
including customized fields and lookups
• Link data from Outlook to BPMonline
CRM objects such as
opportunities, invoices and documents

10. BPM + CRM Value
• Drive innovations
• Boost implementation of best practices
• Streamline internal communication
• Improve customer experience
• Automate routine, time consuming tasks

11. Key Advantages
1. Fusion of CRM + BPM
2. Unparalleled Self-Customization Tools
3. Open Source Configuration
4. Top-Level Security
5. Agile Deployment