Main advantages for BPMOnline: 1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work. 2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy. 3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.
Some areas that requires improvements: 1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations. 2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance. 3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly. 4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.
Likelihood to recommend: 10/10
I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.
I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.
The email integration has been tricky with outlook.
Likelihood to recommend: 8/10
The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience
Effective solutions to unify multiple customer touchpoints, easy-to-navigate UI for service agents, AI-powered automation tools for customer service management processes, comprehensive customer analytics, easy configuration, and much more. The system is versatile and intuitive, which makes it a perfect fit for our company.
We see that the system has great potential in AI-powered solutions that are getting more and more advanced with every product release. However, we wish we had more existing AI solutions in place that we could get up and running at this point of time without requiring much effort from our IT teams or business analysts to leverage them.
Likelihood to recommend: 9/10
The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.
I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire. I came away believing they will say anything just to get you on a call for their pitch. Where are we going? Salesforce with Timetrade as a plugin
Likelihood to recommend: 0/10
We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.
The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.
The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.
Likelihood to recommend: 10/10
Creatio CRM offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.
An intelligent solution for business process management (BPM), bpm’online CRM covers the complete customer journey. The web-based software is designed to align marketing, sales, and service on a single platform. It provides tangible benefits to businesses, with an online interface that has a social look and feel, and a convenient user experience that works across all platforms and devices.
Bpm’online has discovered a way to merge extended CRM functionality with its BPM capabilities. This allows for efficient management of the complete customer journey— from lead all the way to order, and ongoing account maintenance. Bpm’online CRM is setup as a bundle, with three products on one platform. These products include: bpm’online marketing, bpm’online sales, and bpm’online service. Key features of bpm’online CRM include 360° customer views, project management, business process management, mobile sales, opportunity management, omni-channel communications, orders and invoices, and lead management.
Bpm’online CRM is a process-driven CRM that enables companies of all sizes to gain the agility to change processes at lightning speed. It also aligns marketing, sales, and service on a single CRM platform. Continued agility means businesses that use bpm’online CRM can continue to test, modify, and improve their processes, with the ultimate goal of boosting marketing, sales, and service performance.
Merging CRM and BPM software helps businesses automate processes and deliver better customer experiences. All bpm’online products are backed by an impressive business process management platform, and organizations don’t need access to an IT specialist to change processes on a dime. Businesses that are looking for the fastest possible implementation can utilize the cloud-based bpm’online CRM with a monthly subscription, which is inclusive of all update and support costs.
When organizations use bpm’online, they’re able to create their own multi-channel campaigns. The software allows for communication chains with defined conditions for transition between stages and monitoring processes. It also allows businesses to setup criteria for successful conversions and modify campaign flows in real-time.
When you manage your campaigns with bpm’online, you’re able to maintain constant dialogue with prospects. Bpm’online supports multiple types of marketing campaigns, including one-time campaigns and trigger campaigns. Trigger campaigns can be launched immediately after customers have filled in web forms, or after any pre-set scenario has occurred.
With a single window in bpm’online sales, managers can keep track of their field forces and create scheduled visits for each representative. Bpm’online provides users with the ability to view locations on maps, monitor actual visits with geo-tags, and leverage the resulting data to improve departmental efficiencies.
Create your own rules for representatives working in the field based on their roles within your organizations or the customers they’re visiting. Bpm’online can “hint” at the appropriate action during each step of the customer interaction—prompting representatives to check-in, demo products, or place orders. The results of interactions between your representatives and your customers are accessible via bpm’online immediately after each meeting has occurred.
Tracking leads in a systematic way from the initial communication through the closing of a deal is imperative for growing organizations. Bpm’online CRM provides a way for its users to streamline their pipelines to ensure the continued success of their sales operations.
Define your company’s sales processes within bpm’online and use the pipeline to track progress between each sequence. By mapping your customer journey through all the stages of the pipeline, you’ll be able to uncover (and remove) any bottlenecks along the way. In addition, it provides sales teams with reminders of when to follow up with clients. Sales pipeline tools also improve communication internally between various departments.
Bpm’online’s out-of-the-box business process defines tactics for each business opportunity and identifies key decision makers within prospective organizations. The software converts leads into opportunities and runs reference processes to decrease workloads for managers. It also tracks competitors and analyzes strengths and weaknesses.
Using bpm’online’s opportunity management capabilities, you can quickly generate sales forecasts that take your clients’ budgets, opportunity stages, and probability into account. Regardless of the status, you can track each opportunity’s complete history, including all activities, emails, quotes, files, feed discussion, and internal notes. You can also return to any stage of the client interaction when you’re looking for clues into what went wrong.
Bpm’online CRM has a three-tier architecture, providing greater scalability and configurability of its applications. Bpm’online CRM uses an open API, which enables the system to become integrated with almost any third-party application using SOAP or RESTfull web-services, as well as the OData protocol based around REST. Bpm’online also utilizes AJAX/ AJAJ technology.
Bpm’online CRM provides all the necessary tools. Among most popular native integrations are Google (Gmail, Contacts, Calendar), MS Exchange, and Mailchimp/Mandrill. Social media integrations include Facebook, Twitter, and more.
Bpm’online offers a number of editions and pricing schedules, allowing clients to select the editions that best fit their business models. All bpm’online licenses include a basic support plan, product maintenance and free updates. Pricing for bpm’online starts at $25 per user, per month. Depending on company size, number of users and customer needs, more features can be added at a custom price.