bpm'online sales enterprise


Bpm’online sales (enterprise package) can be used to handle a wide range of tasks. These tasks can be grouped into a number of functional blocks.


360° customer view

Contact management

Account management




Lead management

Landing and web form management




Opportunity management

Order management

Invoice management

Contract management

Product and service management

Sales forecasting

Field sales management



Efficiency tools

Project management

Time management

Knowledge management

Document management

Communication panel


Approvals workflow



System designer





Business process automation

Business process management

Case management

Maintaining general information about  accounts and contacts

With the help of the Accounts and Contacts sections bpm’online sales maintains a centralized customer database. The application can be integrated with social networks, enabling you to populate the contact database with information. The features include locating and merging duplicates, customer segmentation and advanced analytics tools.

The [Accounts] section

The [Contacts] section

Managing communications

The corporate social network of the company is designed for the internal discussion and posting news. Bpm’online sales also provides convenient means for maintaining your work schedule and planning future appointments and tasks. The Activities and Feed sections are designed specifically for handling such tasks.

The [Activities] section

The [Feed] section

Managing leads

The Leads section is designed to manage both new and existing customer needs, and to monitor the sources of each lead.

The Leads section is based on the unique lead management process that you can use to “nurture” leads – from winning a potential customer, through qualification and distribution stages, to handoff. After you added a lead, the system will check the data, create a new contact and will guide you through the lead management process suggesting your next possible steps.

The [Leads] section

Managing opportunities

The corporate sale business process, which is the foundation of the Opportunities, represents the world's best practice in sales management. The process allows to simultaneously handle a big number of deals as the system suggests the necessary steps for each opportunity phase, from prospecting to signing a contract.

You can use the sales pipeline and other analytical statistics to estimate efficiency at each phase of an opportunity and to determine the bottlenecks.

The [Opportunities] section

Sales forecasting

Make sure your goals are achieved with bpm’online sales forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.

Evaluate the probability of meeting sales quotas using the plan vs. actual analysis tools in bpm’online. When calculating results the system takes into account both, the amount of closed deals and the amount of opportunities in the pipeline with their probabilities of closure. With the help of bpm’online sales, managers can easily analyze sales reps efficiency and make the process of reaching sales goals transparent and clear.

The [Forecasts] section

Field sales

Manage your field force whereever they are. Create a schedule of meetings for each sales rep. View sales rep locations on the map, keep track of planned meetings using geolocation and sales rep check-ins. Leverage the data to analyze the efficiency of the department.

The system can promptly hint on the appropriate actions at each step of your visit to the customer: check-in, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.

Easily manage all contracts, related specifications and additional agreements using bpm’online sales. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order. Receive orders from a mobile device instantly during a meeting. The system will help to monitor SKUs and to quickly suggest the best product based on the order history.

Field sales

Managing orders and invoices

The Orders and Invoices sections allow you to make orders within bpm’online sales, to control payments and monitor their progress. The information display is conveniently arranged to provide maximum information to designated employees.

Features like including a product in an invoice or an order, forming an invoice based on an order and document approval – make working with a large number of orders easier. Analytics tools allow you to quickly assess the situation with individual orders and with companies in general.

The [Orders] section

The [Invoices] section

Managing contracts

To add information about commercial documentation such as contracts, agreements and specifications, track its status and validity period, use the Contracts section. The system allows you to store information about the contract amount, account's banking details, products in the contract and other data.

Also, bpm’online sales features a standard approval process that allows you to automate commercial document approval procedure.

The [Contracts] section

Managing documents

Use the Documents section to manage commercial documents, such as regulations, meeting minutes and correspondence. At the same time, you can attach a soft copy of the document for a quick access to its contents.

The [Documents] section

Managing products

The Products section of bpm’online sales maintains information about product prices. Products can be added in the system manually or by importing them from an Excel file. The folders can be used to consolidate records by different criteria. The user-customizable product catalog is intended for structuring large nomenclature databases. Catalog, groups and advanced search options  can be accessed when products are added to an order, an invoice or a document .

The [Products] section

Managing projects

As you map out your project in bpm’online sales, the system forms the structure of project tasks and makes records of the required resources. Actual time spent by employees is calculated automatically for the input tasks while the project is ongoing. Using the system data, you can prepare the necessary analytical statistics, e. g. compare actual working time to the expected working time for a project in general or for an individual project task in particular. These and other project management features are available in the Projects section.

The [Projects] section

Managing knowledge

Knowledge base is the source for work-related information for employees. Here, you can store answers to the most frequently asked questions, excerpts from documents, company regulations and other useful information. The articles can be supplemented with files or links to web sources, consolidated in groups, and commented on.

The [Knowledge base] section

System designer

Bpm’online sales has all necessary tools for creating and configuring the application. All configuration tools are available in the system designer.

Create and edit sections, set up section and page properties using the section wizard. Use the detail wizard to add new details or edit existing ones in the sections. Set up appearance by uploading your corporate logos, change the color of the section panel, set up workplaces for different types of users. Use data import to quickly populate the database with initial information. Generate company organization structure, add users, set up functional roles and access permissions. Set up analytical reports and dashboards in the [Dashboards] views and the [Dashboards] section. Use the mobile application wizard to set up the mobile app of your custom configuration. Advanced settings area of the system designer provides access to development tools.

System designer

Section wizard

Detail wizard

Workplaces setup

Data import

Users and roles management

Analytics setup

Mobile application wizard


Accelerate time-to-strategy execution with out-of-the box processes, templates and apps easily downloaded and installed from the bpm’online marketplace. Extend the functionality of the bpm’online platform with numerous applications, ranging from extensions to full-fledged products. Automate processes with ready to use business-processes and templates. Order services from certified bpm’online partners.

Synchronization and integration

Employ a built-in utility for data import from Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.

Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.

Make and receive calls directly from the bpm’online system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines allow for making all necessary calls directly from the system.

Synchronize emails, calendar and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.

Keep the entire history of electronic communications with the client in bpm’online sales, regardless of the mail provider. Send and receive email without leaving the application.

Data import

Integration with email services by the IMAP/SMTP protocol

Integration with the MS Exchange service

Integration with Google services

Integration with social networks

Synchronization of user accounts and roles with LDAP

Phone integration

Business process management

Use the built-in business process modeling systems to automate your processes of any complexity.

Built-in Process designer lets you create complex business process in BPMN notation.

Built-in Case designer is a powerful tool for creating and configuring unstructured processes – “cases”. You can easily adapt best-practice cases to your specifics in marketing, sales, service, and any other area, or design your own unique cases that fit your company's needs.

The Process log section will provide tools for business process monitoring and analysis. You can view each process instance as a diagram, check which process steps have completed and stop any business process.

Business process setup guide


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