Bpm’online to announce the major updates of its award-winning bpm’online platform

19 November, 2015

Process-driven CRM designed to align marketing, sales and service on a single platform, driving the agility to change customer facing processes faster than ever.

Bpm’online, a premium vendor of process-drive CRM software, is proud to announce the major updates of its award-winning bpm’online CRM product line, which is to hit the market on November 20. Join the upcoming webinar to learn about the new milestones in business process management engine evolution, as well as new tools for marketing, sales and service automation available in bpm’online version 7.7.

The webinar will cover the following key updates:

  •  The BPM engine and user interface that enables users to change processes in the CRM faster than ever.

Easily make changes to your existing business processes with the help of the enhanced process designer. Save time by instantly running processes in the new BPM engine.

  •  The enhanced mobile app for field workers.

Leverage the improved mobile app to have access to critical data in your CRM anytime, anywhere. With the new release, the bpm’online mobile app interface becomes even more engaging.

  •  The enhanced features for B2C businesses.

Take advantage of the new features for B2C businesses, including extended tools for linking leads to orders, quick order processing, invoicing and deal closure.

  •  More tools for greater customer service.

Leverage extended capabilities of the supervisor’s workplace. An updated single-window interface for omnichannel case management will help to improve customer service and loyalty.

  •  The updated data import from Excel and simplified MS Exchange and Gmail synchronization.

Work more efficiently with the enhanced tools for data import from Excel, updated email synchronization via IMAP protocol. Benefit from the simplified synchronization of your MS Exchange and Gmail contacts and calendars to instantly start working with your CRM and obtain a 360-degree customer view.

  •  A new set of intelligent tools. Let the CRM system become your biggest time saver.

Discover new tools to simplify data search and eliminate duplicates in contacts, accounts and leads. Employ updated trigger campaigns and event tracking mechanisms to personalize interactions with each customer. The new release comes with a comprehensive set of intelligent tools, such as: a unified notification center, updated hints, mini-records, and many more.