bpm'online - a consolidated and concise tool that provides ease and efficiency to users of all levels
June 05, 2019

bpm'online - a consolidated and concise tool that provides ease and efficiency to users of all levels

Kenneth Harrington-Colon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with bpm'online

bpm'online is currently being used for our marketing and sales pipeline management as well as client/vendor communication, information, and activity record tracking. Every department in the company utilizes the system, with the vast majority of users using it for information reference (i.e. address, contact, client-specific elections, and details). It helps us consolidate client-based information into a cloud format so that communications and notes can be viewed from any location and without a specific individual needing to be present to find relevant information.
  • Tracks email communications.
  • Feed system embedded in any type of record to isolate conversations to a specific topic.
  • Workflow creation to automate activity assignments and internal email notifications.
  • Development user interface is not for the light-hearted.
  • Compiling of changes to the database can take a long time.
  • The mobile app can become inaccessible without compiling new changes
  • bpm'online is a bit pricey, so utilizing it in place of other tools to help on your ROI is important.
  • Users are seeing the value of a consolidated information source and buy-in is quicker than it was with Salesforce or GoldMine.
  • The automation of internal notifications when particular fields are marked has increased productivity and decreased human error overall.
When compared to bpm'online they are too convoluted and the support system is shoddy at best. We've had multiple issues with their support team, including some instances where the support staff provided inaccurate information. GoldMine has an extremely dated user interface and connecting it to the web requires more effort than is reasonable in this day and age. Microsoft Dynamics CRM has a very awkward user interface, making it difficult to grasp the system as a whole, particularly for level 1 users.
bpm'online is a great tool for activity tracking and account/contact specific notes. It is easy to adjust an account or contact page to include the information you want to reference, and you can create tabs within those pages to segregate information as needed. It is less friendly when it comes to actually using the system for email communications; we use Office365 to send and receive emails and use the SmartCloud connector to help integrate the two systems. The reason for this is that composing an email replaces any information you had visible on the browser tab, requiring you to open a new duplicate tab to refer to information.

Creatio Feature Ratings

Customer data management / contact management
9
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
7
Case management
9
Call center management
9
Help desk management
9
Lead management
7
Email marketing
7
Task management
6
Billing and invoicing management
Not Rated
Reporting
6
Forecasting
7
Pipeline visualization
7
Customizable reports
6
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
8
Social data
8
Social engagement
8
Marketing automation
Not Rated
Mobile access
7