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.
Most popular features of all Customer Management apps
Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Creatio CRM's features:
Their CRM system and bpm'online business as a whole, has a wealth of helpful tools within the product but also an extensive academy, community and market place that is updated with new insights to accelerate my business.
Pros
The user interface and organization of the whole system to personalize/customize instead of different tools for sales, marketing, customer service, and operations.
Cons
Reporting generation tools although the analytical dashboards and folders with data export cover most business needs.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Data segmentation, functionality limitations, better understanding of customer behavior, reporting for SEO and other digital marketing purposes
Pros
Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus.
Cons
Overall I liked the reporting but dashboard export is a minus
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
All marketing activities, metrics and KPIs can now be shared across departments in a single dashboard. Marketing automation and smart business process management saved us hours of work.
Pros
• Intelligent analytics and dashboards that help us analyze the efficiency of any campaign we run
Cons
It would be nice to have a wider range of connectors to some marketing apps we are using.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
Be future-oriented and look for the vendors that provide you with the innovative technological solutions that can scale with your company’s growth.
Previously, all customer relationship management was done via paper Daily Planners, Weekly Planners, printed-out prospect books (usually kept in Excel or in physical binders), and "Customer Profit Plans" (current-account location surveys). The CRM has allowed us to eliminate not only the huge amounts of physical paper, but also the huge amount of admin time it took to compile these sheets and develop reports for management oversight.
Pros
What I've enjoyed most about the software so far has been the contact with the BPM team, as well as the implementation firm that they chose to work with us.
Cons
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
From when I first discovered bpm'online I have always liked the modern and simple user interface and reporting features.
Pros
The biggest benefit is that our sales team now actually use our CRM because they use the reporting dashboards to see where they are and to compete with the other sales reps!
Cons
There's not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.
Rating breakdown
Time used: 1-2 years
Likelihood to recommend
Recommendations to others considering Creatio CRM
I would recommend that you test out the system first and show the people in your company who are going to be users so that they can decide whether they will like it too. It's really important to get a system that your company like and use.
The customer service has been great.
Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.
Pros
The bpm’online software was easily integrated with our order management system and other third-party applications.
Cons
As we purchased the basic support package, technical support was provided only via email, not phone.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Recommendations to others considering Creatio CRM
The bpm’online system is great for tracking opportunities in an efficient way, together with dashboards and reporting it creates a complete sales management system. It efficiently connects the dots between marketing, sales and service departments in a way that makes sense to your business and your business goals.
In order to provide best customer service and meet our KPIs we have decided to implement a unified CRM and project management solution that would be both, user-friendly and easily customizable. I am happy to report that BPMonline has met our expectations.
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.
Pros
I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize.
Cons
The email integration has been tricky with outlook.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
Pros
With good guidance during implementation, you can take control very fast.
Cons
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.
Rating breakdown
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
I had the opportunity to evaluate this CRM agains other common competitors. BPMOnline provides out-of-the-box, a lot of features that in others require plugins or external tools, which means, additional costs and customizations. This was the main factor to choose it. Another considerations are: learning curve, implementation time and user training required. In all those factors, the time and cost are normally below other solutions.
We now house all of our marketing and lead management processes on one platform.
Pros
Thanks to bpm'online, we got all our marketing and lead management tools on one platform.
Cons
Like any time you start something new, there is a learning curve. This can lead to some decision paralysis for where to start. You will have to develop your own priorities and find a way to deal with it. Bpm'online offers a lot of educational material on its academy platform; just do not forget to explore it first.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Recommendations to others considering Creatio CRM
Read the guides and watch the videos on the website, study the functionality of the product.
I was unable to find another software out of the box that I think can do all that I want. We are a bit discouraged by the add on cost.
Pros
Appears to have the majority of features I won’t in a customer database management/CRM/Project Managme t software.
Cons
Overall program cost was a bit deceptive. Lots of add on cost. Setup is a bit on the technical side, but several resources.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Occasionally
Likelihood to recommend
I do like the analytics that can be used for further communications (like we can filter those, who showed the most interest to the content).
Pros
It's simple, user friendly and provides enough bunch of functions for proper marketing campaign
Cons
When I create templates, I miss the range of design opportunities like I used to have in other email platforms.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
Recently we acquired sales solutions and I would highly recommend to take both solutions in a bundle, though it's still rather easy to export the data.
Hi Nadia,
We appreciate your feedback and would like to ensure that we are working on additional features for the marketing solution, which will improve your user experience.
Meanwhile, you are welcome to check our insights page, where you can download ebook with useful marketing tips: https://www.bpmonline.com/insights
Thank you for being our client.
Bpm¿online team.
Having marketing, sales and service in a single platform has easily been one of the best benefits to date.
Pros
We have had the full bpm’online CRM for marketing, sales and service for several years now and can’t imagine our business without it.
Cons
To some extend it can be a bit complicated for non-techy users. At the same time, once our team started using it daily, they absolutely loved it.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Recommendations to others considering Creatio CRM
The complete CRM product has exceeded expectations and is so easy to use. Their sales team was very easy to deal with throughout purchase process. I’d definitely recommend this product! User interface of bpm’online is quite user-friendly and looks fresh.
Sales and marketing management system.
Pros
Our sales reps have access to all the information they need, even if it’s lead’s website behavior data. We automated a standard sales process for the entire team and it helped us improve performance.
Cons
Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
For midsized companies this tool is the leader. The system gets up and running very quickly, and it is quite easy to use yet powerful.
From lead generation and integration with our landing pages to tracking channels efficiency and conversion rates. Analytics tools is a big part of the deal as now we can measure success of our marketing campaigns and concentrate on what works best.
Pros
By setting up visual dashboards, we now have the ability to track information on leads and channels.
Cons
Although it’s always possible to sign up for a training I’d prefer to have more video tutorials available. Nevertheless, whenever I have questions their support is very helpful.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
The product has a lot of different functions and features. So, before you start using it, think well about your goals. Then, learn the product and concentrate on those tools you really need to achieve these goals.
What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.
Pros
The highly customizable reporting is a very close second favorite feature.
Cons
I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers).
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
We have had an excellent time with the software so far. Development has been a breeze, and the Academy has proven to be an incredible tool for providing the answers we need at the pace we need them.
Pros
- Ease of customization and management even for non-developers. - Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. - Robust out of the box solutions for many standard business needs. - Excellent pricing and incredibly simple license management.
Cons
- Printables and Reports can be difficult to work with and seem to have fallen behind the quality represented elsewhere in the software. - No out of the box support for tagging attachments with metadata necessary for internal security practices and segmentation.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Is ease to use in terms of access our emails, calls, notifications and also client communications.
Pros
It's simple to use and user friendly. Response from their help desk is pretty quick and willing to answer all the question unlike others. Processes automation.
Cons
Design features in marketing is limited.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
We signed up to BPM Online in favour of various other CRM market leaders for a few reasons - its value for money, the entire lead management through to close of an opportunity, automated marketing platform to create trigger emails based on specified activities that new leads may perform
It synchronized the work of our marketing, sales and services departments creating a single business environment.
Pros
It ensures effective and direct communication with our clients and we also benefit from always having up-to-date data about all our clients and their preferences.
Cons
The eco-system is not as large as some of the other big vendors have. At the same time, we got a more personalized approach from bpm’online.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well!
These constant process management improvements enabled us to create better ways of interacting with our customers and building rapport with them.
Pros
The system’s ability to provide us with a complete customer profile, deliver an omnichannel customer experience, and leverage comprehensive analytics. The platform’s tools help us understand our clients and serve them better.
Cons
The change management process was challenging at first, but our users quickly recognized the intuitiveness of the system.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Right from the start, our marketing team felt the difference between bpm’online and the previous app we were using.
Pros
It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.
Cons
I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Recommendations to others considering Creatio CRM
Bpm'online is the solution definitely worth trying. Don’t get confused by the number of functions inside: the vendor has high-quality support and piles of tutorials.
We now have the ability to process all clients’ requests timely and without hiring new agents, so the system has become a true asset for our company to step forward towards experience getting more and more positive feedbacks from our customers.
Pros
This helped us to evaluate how much time every agent spends on different activities, reduce time spent on data input and analysis, and increase time spent on phone calls.
Cons
It did take us time to integrate bpm’online with already existing database, what is definitely neutralized by the quality of the clients’ base we have it now.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Monthly
Likelihood to recommend
Recommendations to others considering Creatio CRM
Try to learn as much as possible about system capabilities – you will be surprised by a number of new possibilities it can open for your company. Their tech support and Academy videos are always at your disposal.
