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