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 8.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Creatio CRM's features:
Data segmentation, functionality limitations, better understanding of customer behavior, reporting for SEO and other digital marketing purposes
Pros
Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpmonline with other tracking solutions so it drastically helps us to identify traffic sources, chanlles and link this data to leads or accounts.
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
The customer service has been great.
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
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.
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.
What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.
Pros
BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process.
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
Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road.
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.
Very easy to use and integrate teams on working them.
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.
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.
It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
Pros
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.
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.
Integration of the bpm’online system created a single hub for our data points.
Pros
Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us
Cons
We had to make many changes and customization to the system, as the scope of the project was large
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
Leverage process templates in bpm’online when you start working with the system
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
The business analysts and accounts managers are sharp, they were open to learning our business, and have been super easy to contact whenever needed.
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
I also like their dashboards.
Pros
Bpm’online helped us integrate all data that we were using.
Cons
Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
Give it a try. It's really powerful yet very easy to use.
Pros
Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road.
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.
We now house all of our marketing and lead management processes on one platform.
Pros
It saves time and increases productivity, as our marketing staff does not need to manually exchange lead data with the sales department, the bpm'online system does it for them automatically.
Cons
Like any time you start something new, there is a learning curve.
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.
In addition, implementing the bpm'online CRM is time and cost effective as we were able to use the system right away.
Pros
Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business.
Cons
It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.
Rating breakdown
Time used: 6-12 months
Likelihood to recommend
Recommendations to others considering Creatio CRM
Bpm'online can harmonize the work of your marketing and sales teams. It makes easier for your sales team to engage with the clients as sales reps can see what is happening on both sales and marketing sides and can view as much information on a prospect/ lead/ client as they need.
From lead generation and integration with our landing pages to tracking channels efficiency and conversion rates.
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.
Bpm’online will not only help automate processes but also organize them – it is a win, win situation.
Pros
Bpm’online provides a customizable platform that enables companies to safely store and recognize customer data, connect multiple channels and other related services.
Cons
Overtime, the overall look and feel of the software has improved; however, there is still some room for improvement.
Rating breakdown
Time used: 2+ years
Frequency of use: Occasionally
Likelihood to recommend
Outlook integration works perfectly and really saves time for everyone.
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
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.
Our team had access to all emails, calls, notifications and could track client communications efficiently.
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
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!
With the deployment of the bpm’online system, we finally united our three main departments: marketing, sales and service, which allowed our head of departments to automate lots of routine processes. Now marketing and sales managers work as one team, instantly share the business information on the leads, potential buyers and orders, etc. Coherent communication and internal operations increased the productivity of the staff.
Pros
Firstly, bpm’online synced our internal processes and data, and created a unified business hub for our marketing and sales.
Cons
So we had to work with client support managers to make additional customization.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Creatio CRM
Bpm’online provides tons of features, so at the initial stage don’t expect from yourself to use all of them.
Overall it's the best CRM I've used in years.
Pros
Bpm'online is absolutely essential for me - it organizes all my day-to-day activities.
Cons
It stacks up well against other comparable CRM systems.
Rating breakdown
Likelihood to recommend
Recommendations to others considering Creatio CRM
Try it - you would not be disappointed! You would get a very flexible tool for organizing sales activities and customer relations.
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.
