Sales Creatio
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Our experience with BPM Online has been nothing short of great.
What do you like best about the product?
The system is extremely customizable. When we have an issue, the representatives are extremely helpful and this makes it easy for us to deal with an issue. Our representative was Mary Elliot and we have had the best support from her. The training we received to start using the software was brilliant as Mary was very very patient with us. :)
What do you dislike about the product?
Nothing really to dislike. Great interface. Even better support. Nothing really to complain about.
What problems is the product solving and how is that benefiting you?
We have streamlined our whole sales process with the help of BPM Online. Easy dashboards to view and the funnels help keep track of our leads and customers effectively.
Very user friendly CRM system
What do you like best about the product?
BPM online is very easy and user friendly CRM system which you can tailor to your own needs. It has nice modern interface, not too overloaded with functionality, logic is quite straightforward. Even advanced PC user can create and run customized business processes because they look like a process flow. With a good in-house business integration manager and programmer, inventory module can be developed via one of the modules to connect the whole chain.
My management likes visualization of the whole sales process in dashboards (by regions, by turnover, by clients, by sales manager, etc.)
My management likes visualization of the whole sales process in dashboards (by regions, by turnover, by clients, by sales manager, etc.)
What do you dislike about the product?
- Some bugs come out after system updates
- Lack of full functionality to visualize dashboards (compared to Excel)
- Incorrect system processing of duplicates
- Lack of full functionality to visualize dashboards (compared to Excel)
- Incorrect system processing of duplicates
What problems is the product solving and how is that benefiting you?
- Registration of new sales
- Registration of accounts
- Classification by industry, application, etc.
- Sales funnel: visualization of lead/sale conversion
- Keeping records of sales contracts
- Keeping records of contacts
- Storing of Logistics information
- Visualization of sales (dashboards)
- Notification of data entry (new opportunities, new sales)
- Registration of accounts
- Classification by industry, application, etc.
- Sales funnel: visualization of lead/sale conversion
- Keeping records of sales contracts
- Keeping records of contacts
- Storing of Logistics information
- Visualization of sales (dashboards)
- Notification of data entry (new opportunities, new sales)
Recommendations to others considering the product:
Evaluate the need to customize BPM online to satisfy your business needs and ask all questions in advance.
CRM in bpm'online
What do you like best about the product?
Very good and deep possibility to design extensive and complex business processes, for sales, marketing as well as service. Clear user interface, clear structure, very good analysis possibility.
Fast implementation of requirements
Fast implementation of requirements
What do you dislike about the product?
Many system settings that need to be learned first.
The system could offer more customization options for administrators without deep technical and programming skills
The system could offer more customization options for administrators without deep technical and programming skills
What problems is the product solving and how is that benefiting you?
We use bpm'online along the entire CRM process.
We use it for our sales, marketing and service.
We use it for our sales, marketing and service.
Recommendations to others considering the product:
It's very fast and easy to adapt business requirements.
Professional, fast and personable support.
Professional, fast and personable support.
Great solution - not mature yet
What do you like best about the product?
Simple and intuitive user interface for both the users and the admins and developers. The BPM component is a very strong feature that sets it aside from the other competitors: it helped us achieve a quite complex level of customization without the need of coding and custom development. This is very important in maintaining the product robust. Also,
What do you dislike about the product?
The software solution is not yet mature and has a lot to prove. The competition is very strong and in order to make it to the big league, it needs to improve a lot in terms of functionality and user experience. There are still important features missing, but the good thing is that the update release cycle is short.
Also, the mobile application has to be updated with a lot of functionality that is only available on desktop.
Also, the mobile application has to be updated with a lot of functionality that is only available on desktop.
What problems is the product solving and how is that benefiting you?
We're using bpm'online for managing, tracking and reporting our sales activities. We're integrating new business processes with very much ease, on a regular basis.
Flexible, Comprehensive and a fraction the price of the big guys
What do you like best about the product?
The product truly has all three streams (sales, marketing and service) running on the one database, this provides leverage and consistency across the platform. The Business Processing engine is sophisticated and yet flexible enough to be used by a power user. You get everything you need from a good CRM right off the bat but if there is additional data you want to capture as a part of your sales process or service requirements it is extensible to accommodate any requirement.
What do you dislike about the product?
Within the product you have the ability to design reports or show dashboards for the information you want at your disposal but it would be nice if there were a few more out of the box reports available that could immediately be provided to management as a part of the WOW factor. That said, the dashboards do tend to give management what they want.
What problems is the product solving and how is that benefiting you?
Consistency of process, capturing of lead and sales information relevant to opportunities and ensuring opportunities are adequately followed up on. Too many holes in previous processes that resulted in lost opportunities or inadequate communication.
Recommendations to others considering the product:
Make sure you understand your processes and the data flow for your sales process in particular.
great business adaption by the power of BPM & CRM together
What do you like best about the product?
ease of use and power of customization. bpm'online is very intuitive
What do you dislike about the product?
to have to save on every action. should be automatic
What problems is the product solving and how is that benefiting you?
sales process automation and customer service
Recommendations to others considering the product:
Go for it, really challenging the big ones
Best CRM/BPM Tool
What do you like best about the product?
Drag and Drop Business Process Development, Dynamic Case Management, Ease of Use.
What do you dislike about the product?
Nothing much as of now.
The UI can be improved.
The UI can be improved.
What problems is the product solving and how is that benefiting you?
Integrations, Workflows, Dynamic Case Management and the list goes on.
Recommendations to others considering the product:
Try It, You will be amazed to see its possibilities.
Amazing platform with compettitive prices
What do you like best about the product?
Bpm'online is a strong platfom with all capabilities needed to manager simple or complex processes considering all processes across organizations (BPM), Marketing, Sales and Service . Configurable and with very user friendly interface allow business people getting independent from IT department managing from simple to medium complexity changes in the platform and help companies to accelarate time to market.
What do you dislike about the product?
Platform is still little known in Brazil and South America. Bpm'online should carry out some publicity actions to strengthen the brand
What problems is the product solving and how is that benefiting you?
Problems solved: implementing 360° customer view, maximize opportunity conversion, deep undestanding of customer journey
Benefits: increasement of customer engagement and wallet share percentage.
Benefits: increasement of customer engagement and wallet share percentage.
Recommendations to others considering the product:
It's not only about robustness, but also very competitive prices. If I were you, I would download a free trial and call a representative for more information. You will not regret!
Customized to Fit Small Pharmaceutical Company's Needs
What do you like best about the product?
bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs.
What do you dislike about the product?
I cannot think of one thing that I dislike about this system!
What problems is the product solving and how is that benefiting you?
bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module.
Happy business Partner/ Happy Customer in the Insurance Industry
What do you like best about the product?
Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.
What do you dislike about the product?
Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.
What problems is the product solving and how is that benefiting you?
Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.
Recommendations to others considering the product:
Do your research. I would strongly recommend other potential buyers to read user guides and watch webinars in the initial stages of the product implementation or usage. Delving deeper into bpm’online functionality to understand how it works will help you get the most out of the technology.
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