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https://dudodiprj2sv7.cloudfront.net/product-logos/vs/QF/42SGKPRAZ8U0.JPEGPersonalizing Marketing Campaignsbpm’online has been critical in CMcadeiras’s digital transformation. Thanks to the automation of marketing and sales processes, it is now taking us hours what used to take days and this is crucial for productivity levels. From a marketing standpoint, the ability to deeply personalized omnichannel communications to strategically target various types of customers, from private to retail, has been a dream. bpm’online encloses a database of customers and their purchasing decisions, making the job of the marketing department truly effortless.,Market segmentation History of all the activities with the Accounts/Contacts Great email tools,More videos explaining some features,10,A great way to organize company processesBpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected and processes easily adjusted to minimize mistakes.,A generous selection of Accounting Connectors, Add-ons and Software Solutions. We have not had to go outside of the bpm’online software in search of such applications.,The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.,10,Only positive impact,Reinforcing сompany processesBpm'online has provided us the flexible platform needed to further design and automate processes, helping manage more efficiently administrative tasks, such as expense report filing. Bpm'online is such an easy product to use. Most employees at the company were enthusiastic to change (I know, believe me, it was surprising) to a platform where, with a few clicks, an order can be paid, filed and tracked for future reference. This has made internal and external auditing simpler and less stressful and time-consuming. Our sales department also utilizes the system for sales-related operations, which is beneficial as we have the same information in one place.,The training and help provided through the transition was truly outstanding. Bpm’online did not hesitate to go above and beyond to answer questions and make the transition to the new software seamless. Customer Service is great, the product is great, and add-on connectors and applications are available. There is nothing else to report.,10,naAwesome marketing and reporting abilitiesThe entire marketing team benefits immensely from a unified interface for lead management and lead generation, as well as campaign design. All retrieved information is then analyzed in the system with dashboards, ensuring everyone in the department is on the same page.,Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus. Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpm online with other tracking solutions so it drastically helps us to identify traffic sources, channels and link this data to leads or accounts.,Offer more design features in the marketing campaigns.,10,Private,,Google Analytics Premium, SEMRush, Ahrefs Site ExplorerGreat product for the price with powerful bpm toolsIt really helped us to increase conversions. With proper integrations, we were able to reduce basket abandonment and configure the right business processes for working with drop-offs. It is currently used by marketing and sales teams.,Easy to integrate Great tools for managing business processes Marketplace,Some connectors are paid on a monthly basis, so make sure the price doesn't add up if you need any,9,Increased conversions Reduce basket abandonment Organized and more visible to other departments business processes,Salesforce.com and Zoho CRM,KiSSFLOW
Windows, Mac, Windows Server
bpm'online
12 Ratings
Score 8.1 out of 101
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bpm'online Reviews

bpm'online
12 Ratings
Score 8.1 out of 101
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Pedro Campos profile photo
June 11, 2018

bpm'online Review: "Personalizing Marketing Campaigns"

Score 10 out of 10
Vetted Review
Verified User
Review Source
bpm’online has been critical in CMcadeiras’s digital transformation. Thanks to the automation of marketing and sales processes, it is now taking us hours what used to take days and this is crucial for productivity levels. From a marketing standpoint, the ability to deeply personalized omnichannel communications to strategically target various types of customers, from private to retail, has been a dream. bpm’online encloses a database of customers and their purchasing decisions, making the job of the marketing department truly effortless.
  • Market segmentation
  • History of all the activities with the Accounts/Contacts
  • Great email tools
  • More videos explaining some features
  • Data segmentation
  • Increase in productivity
  • Better understanding of customer behavior
Read Pedro Campos's full review
Elina Polonska profile photo
May 22, 2018

bpm'online Review: "A great way to organize company processes"

Score 10 out of 10
Vetted Review
Verified User
Review Source
Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected and processes easily adjusted to minimize mistakes.
  • A generous selection of Accounting Connectors, Add-ons and Software Solutions.
  • We have not had to go outside of the bpm’online software in search of such applications.
  • The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.
Prior to thinking about migrating to an automated process
software, it is imperative to review internal processes. It would be a huge
time-saver.
Read Elina Polonska's full review
Natalya Isaieva profile photo
June 07, 2018

bpm'online Review: "Reinforcing сompany processes"

Score 10 out of 10
Vetted Review
Verified User
Review Source
Bpm'online has provided us the flexible platform needed to further design and automate processes, helping manage more efficiently administrative tasks, such as expense report filing. Bpm'online is such an easy product to use. Most employees at the company were enthusiastic to change (I know, believe me, it was surprising) to a platform where, with a few clicks, an order can be paid, filed and tracked for future reference. This has made internal and external auditing simpler and less stressful and time-consuming. Our sales department also utilizes the system for sales-related operations, which is beneficial as we have the same information in one place.
  • The training and help provided through the transition was truly outstanding. Bpm’online did not hesitate to go above and beyond to answer questions and make the transition to the new software seamless.
  • Customer Service is great, the product is great, and add-on connectors and applications are available. There is nothing else to report.
The product is truly versatile, I highly recommend it.
Read Natalya Isaieva's full review
No photo available
May 24, 2018

bpm'online Review: "Awesome marketing and reporting abilities"

Score 10 out of 10
Vetted Review
Verified User
Review Source
The entire marketing team benefits immensely from a unified interface for lead management and lead generation, as well as campaign design. All retrieved information is then analyzed in the system with dashboards, ensuring everyone in the department is on the same page.
  • Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus.
  • Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpm online with other tracking solutions so it drastically helps us to identify traffic sources, channels and link this data to leads or accounts.
  • Offer more design features in the marketing campaigns.
It is good for data segmentation, functionality integration, to get a better understanding of customer behavior, reporting for SEO and other digital marketing purposes.
Read this authenticated review
josef mayer profile photo
May 15, 2018

bpm'online Review: "Great product for the price with powerful bpm tools"

Score 9 out of 10
Vetted Review
Verified User
Review Source
It really helped us to increase conversions. With proper integrations, we were able to reduce basket abandonment and configure the right business processes for working with drop-offs. It is currently used by marketing and sales teams.

  • Easy to integrate
  • Great tools for managing business processes
  • Marketplace
  • Some connectors are paid on a monthly basis, so make sure the price doesn't add up if you need any
It works and works really good and although there is a steep learning curve, the pieces of training are really good. Overall any business could benefit from the use of Bpm’online once they are trained on using it

Read josef mayer's full review
No photo available
January 24, 2018

User Review: "bpm'online"

Score 7 out of 10
Vetted Review
Verified User
Review Source
bpm'online is being used throughout our entire organization (5 people). For us, prior to bpm'online we had no organized, sytematic way of keeping track of our community members, or any other information. We had a contact management system that was recommended to us, but it was not well-suited to our needs.
  • Customer service is stellar. Especially our current support specialist, Daniel. He is quick to respond, willing to help, and always accomplishes what he says he will.
  • The UI is very aesthetically pleasing, and overall very intuitive. The customizeabilty of the system is undeniable.
  • They are continually taking suggestions and working to make improvements. Each release has new features that are interesting to us.
  • The marketing platform is not very user friendly in our experience, coming from a system like MailChimp that has a lot of freedom and very few limitations on what you can send and how it was sent. The marketing platform seems to have a lot of stipulations around size requirements of photos, text, etc. We've actually stopped using the marketing side all together, which is disappointing for us, because having a marketing platform attached to your contact management system is great for data and integration, but we found that the time spent and the quality of outreach we were able to create just wasn't worth it.
  • No other complaints really.
Very customizeable. I might suggest that you have a developer on staff to help with set up. This would have made things much easier.
Read this authenticated review

bpm'online Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (6)
9.1
Workflow management (6)
9.0
Opportunity management (4)
9.1
Integration with email client (e.g., Outlook or Gmail) (6)
9.1
Contract management (5)
9.3
Quote & order management (5)
9.3
Interaction tracking (6)
9.0
Channel / partner relationship management (3)
8.8
Case management (3)
9.1
Call center management (1)
9.1
Help desk management (2)
9.1
Lead management (5)
7.5
Email marketing (5)
7.4
Task management (6)
8.6
Billing and invoicing management (3)
9.1
Reporting (5)
9.3
Forecasting (4)
8.9
Pipeline visualization (5)
8.9
Customizable reports (5)
9.3
Custom fields (6)
9.4
Custom objects (5)
9.0
Scripting environment (3)
9.1
API for custom integration (4)
9.6
Single sign-on capability (4)
9.6
Role-based user permissions (4)
9.4
Social data (6)
9.3
Social engagement (4)
9.1
Marketing automation (5)
7.4
Mobile access (6)
9.1

About bpm'online

Bpm’online CRM is an agile CRM platform that aims to help midsize and large enterprises accelerate sales, marketing, service and operations.

Bpm’online provides its customers with comprehensive full-fledge applications for marketing, sales and service management that can be deployed as standalone products, or as a bundle on a single CRM platform.

Bpm’online sales: sales automation software to accelerate the complete sales cycle — from lead to repeat sales.

Bpm’online marketing: multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue.

Bpm’online service: intelligent service management platform to accelerate service delivery and customer delight.

According to the vendor, Bpm’online enables companies to:
• Accelerate implementation using out-of-the-box capabilities. Bpm’online delivers out-of-the-box solutions, integrations, and best practice processes for marketing, sales, and customer service that accelerate implementation and integration.
• Accelerate adoption with intelligence and user-friendly UX. Bpm’online combines AI with leading UX to accelerate user adoption.
• Accelerate change with agile low-code platform. Bpm’online is as a powerful low-code platform to accelerate ongoing transformation.
• Accelerate alignment with cross-functional orchestration. Bpm’online enables processes to interact across applications from front-office to back-office, automating the manual processes to accelerate organizational alignment.

bpm'online Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Does not have featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Has featureCase management
Has featureCall center management
Has featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Has featureSocial data
Has featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access
Additional Features
Has featureThe BPM platform - merger of CRM with BPM helps users design and automate processes to deliver improved customer experience.
Has featureComprehensive full-fledge applications for marketing, sales and service management on one platform that can be deployed as standalone products, or as a CRM bundle.
Has featureSpecial application for field sales which enables field sales reps to use their mobile devices to obtain access to the customer database, calendar, product catalog and knowledge base, orders and contracts.

bpm'online Screenshots

bpm'online Integrations

MailChimp, Mandrill, Twitter, Facebook, Google Contacts and Calendars, LDAP, IMAP, MS Exchange, Google Maps, OpenStreetMap

bpm'online Competitors

Microsoft Access, Salesforce, Oracle, SAP

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No

The perpetual license option for on-site deployment is available upon request for enterprise-level customers. The purchase of perpetual license requires a one-time payment and the renewal of support packages on a yearly basis. Please discuss this with your bpm’online account manager. The pricing of bpm’online sales is indicated for monthly use of the software (including technical maintenance and updates to new versions). The system is available for subscription in two deployment options – Cloud and On-site. The minimum annual purchase volume per customer is $3,000 spent for any bpm’online products or vertical solutions. Purchase of add-ons, connectors, as well as support or training services is not counted as part of the minimum purchase volume

bpm'online Support Options

 Free VersionPaid Version
Phone
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

bpm'online Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Mac, Windows Server
Mobile Application:Apple iOS, Android, Windows Phone
Supported Countries:All
Supported Languages: English