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Distributor working exclusively on bpm'online in France (Paris)
What do you like best about the product?
First the Vision which offer to accelerate the business and the solution implementation.
Second the Solution fully complete in all CRM Aereas and include natively processes designer in an easy to use way.
Third the way to empower the Business in administrate the solution.
Last but not least, the power of bpm'online organisation in R&D, Support and Marketing.
Second the Solution fully complete in all CRM Aereas and include natively processes designer in an easy to use way.
Third the way to empower the Business in administrate the solution.
Last but not least, the power of bpm'online organisation in R&D, Support and Marketing.
What do you dislike about the product?
I dislike prospect who hesitates to choose bpm'online because of the size of the customer compare to SalesForce.Com
What problems is the product solving and how is that benefiting you?
CRM database immediatly avalaible including processed from Lead to invoice operationnal very fast.
Marketing module including Masse mailing easy to use and very powerfull including Landing page.
Way to follow incidents and provide a customer Portal.
Marketing module including Masse mailing easy to use and very powerfull including Landing page.
Way to follow incidents and provide a customer Portal.
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Outstanding product
What do you like best about the product?
Clean interface. Powerful customizations with its business process engine.
What do you dislike about the product?
With a product like this, which offers so many features and different ways to accomplish some tasks, it can become a complex to the end user. Their marketing solution is not very polished and user friendly compared to Mailchimp, but it gets the job done.
What problems is the product solving and how is that benefiting you?
Adopting a good CRM for our sales team. Having the CRM as the consolidator of our customer's relevant activities. With bpm'oline we managed to develop a standard workflow for working with leads from our website, for scheduling and doing follow up calls to dormant customers, among other things.
Automating Dynamic Work with Business Process Management
What do you like best about the product?
Ability to create multiple workflow stages of working with customers: leads, opportunities, service cases, and projects. By having business rules within the workflow stages which must be completed before the process goal can be achieved.
The easy-to-use visual case designer presents the case (workflow) in a clear and comprehensive way. You can rearrange case stages and elements at any time. To move an element (Example: Approval, Send Email), drag & drop it to the new location within the workflow.
The easy-to-use visual case designer presents the case (workflow) in a clear and comprehensive way. You can rearrange case stages and elements at any time. To move an element (Example: Approval, Send Email), drag & drop it to the new location within the workflow.
What do you dislike about the product?
The dynamic case designer is a very powerful tool that you need to take the time to understand before creating your first workflow process. I would recommend absorbing many of the bpm online helpful educational resources to get the most out of the case designer.
What problems is the product solving and how is that benefiting you?
By having a standardized workflow process and clearly defined related steps/activities, our team increased efficiency in managing projects both individually and as a team. Our companies new culture of collaboration has helped keep everyone up-to-date on the progress of their tasks.
One platform to serve all departments
What do you like best about the product?
The ease of use has a great positive result on user adaptation.
Having a seamless integration of Sales, Service and Marketing makes that everyone can answer customer's questions without the customer having to wait, be called back
Giving our sales people all the information they need. Products we offered in Marketing, Sales we made, Contact with the service desk etc.
I'm not a programmer, but I can build 99% of all new functionalities, screens, processes etc which I need in bpm'online. No other program made it this easy for me.
Having a seamless integration of Sales, Service and Marketing makes that everyone can answer customer's questions without the customer having to wait, be called back
Giving our sales people all the information they need. Products we offered in Marketing, Sales we made, Contact with the service desk etc.
I'm not a programmer, but I can build 99% of all new functionalities, screens, processes etc which I need in bpm'online. No other program made it this easy for me.
What do you dislike about the product?
I wanted to build campaigns easier, but they already solved this in the new update!
If you find anything you dislike I found that bpm'online and/or their partner will work on a solution. They go to great lengths to make you happy.
If you find anything you dislike I found that bpm'online and/or their partner will work on a solution. They go to great lengths to make you happy.
What problems is the product solving and how is that benefiting you?
We are using
Marketing for newsletters, trigger emails and web forms
Sales for lead management, opportunities, orders and the integration to ERP
Service and the service portal for our support desk and the customers to report and see the status of their questions.
Automated GDPR solution via Marketplace app
Used processes to automate the whole sales process and updates sales people where needed.
Marketing for newsletters, trigger emails and web forms
Sales for lead management, opportunities, orders and the integration to ERP
Service and the service portal for our support desk and the customers to report and see the status of their questions.
Automated GDPR solution via Marketplace app
Used processes to automate the whole sales process and updates sales people where needed.
Recommendations to others considering the product:
bpm'online is showing that they can compete with the leaders in the business and is faster in development and much better with their support services.
Great product and support
What do you like best about the product?
The ability to customise each role.
Fully track back any communications from other colleagues, which helps internal communication too.
Friendly user interface, doesn't take long to get used to.
Fully track back any communications from other colleagues, which helps internal communication too.
Friendly user interface, doesn't take long to get used to.
What do you dislike about the product?
Some of the backend settings can be confusing but Mary and the support team is always very helpful.
A lot of customisation, but need figure out an optimal setup.
A lot of customisation, but need figure out an optimal setup.
What problems is the product solving and how is that benefiting you?
Tracking conversations done by other team members.
Monitor service progress.
Have a centralised system for all information.
Monitor service progress.
Have a centralised system for all information.
Recommendations to others considering the product:
Learn the system with default settings first and start configuring once you know what is needed.
There are so many back end settings that can be done.
There are so many back end settings that can be done.
A holistic CRM solution at an affordable cost
What do you like best about the product?
BPM 'Online CRM product is undoubtedly supreme in terms of customizing it to our business needs. After sales support is commendable!
What do you dislike about the product?
I am a satisfied customer...So far so good! - nothing to complain.
What problems is the product solving and how is that benefiting you?
We needed a centralized repository for our database to create and nurture leads for our business. We have now built a database. it is helping us to track the productivity of each resource, capture all the correspondence with our potential prospects and helping us to promptly follow-up with them.
We are presently working on creating process workflow for lead nurturing. Once this is configured, we will have a solid lead nurturing strategy in place.
We are presently working on creating process workflow for lead nurturing. Once this is configured, we will have a solid lead nurturing strategy in place.
An amazing product out of the box, even more exceptional when paired with the right partner.
What do you like best about the product?
I really liked that it just worked. You had BPM processes connecting things and making things happen. We did not even have to do anything ourselves. We did reach an "endpoint" where we needed a little more power out of it, which meant some custom coding. We contacted Kewl Consulting to get them to program some automation and now our CRM is a rocket ship!! Power and speed is how we can execute tasks so quickly, without forgetting a task. The price for licenses was also very competitive so even after working with Kewl Consulting we feel like we got more than our moneys worth!
What do you dislike about the product?
I did dislike that we had to do some extra programming to get buttons on the page, and have automatic/dynamic arithmetic on the page itself. Our work around was to contact Kewl Consulting to help us with this. It was a surprise in the beginning (no one is ever expecting to pay more than initial), but bpm'online's licensing price was so far that getting Kewl Consulting involved wasn't a sticker shock. Both parties worked quickly to get us exactly what we wanted.
What problems is the product solving and how is that benefiting you?
We used this for all aspects of our company; customer management, relations, automation of pay-role, attendance, bonuses, days off requests. If it's repetitive we automated it.
We also figure out that we needed a Case section - a place where we can have out customers issue their issues to us and we could solve them in a timely manner. It was great, we saved more time than we ever thought we could.
We also figure out that we needed a Case section - a place where we can have out customers issue their issues to us and we could solve them in a timely manner. It was great, we saved more time than we ever thought we could.
Recommendations to others considering the product:
Definitely find a partner to help you set it up. Bpm'online does had a learning curve but it is worth learning!
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.
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