Working with BPM allows contractors to log in and see job schedules, contact details and work updates. The knowledge base is a wonderful resource for WHS information and forms, business policies and fact sheets. Being cloud based gives BPM a universal accessibility across any platform. This and the very high standard of support are the two most important features that make using BPM so pivotal to running a service oriented business efficiently.
Some menu options are clunky. The contacts filter search needs to be reset after each selection. Being HTML has it's trade offs though am looking forward to seeing navigation menus require less mouse clicks.
BPM is eminently adaptable, universally accessible and once set up is user friendly. Fantastic for a field -based client service, oriented business. The support is professional and personable. Having a support officer to work with who gets to know my business demonstrates to me that BPM knows what business is all about. As the business grows I'll be able to add more functionality.
Contractors in the field with varying IT skills are all using it successfully. Other diary management systems did not work across all platforms nor did they allow for client management information and storage of information. BPM helps manage customer care.
The level of customisation available in the product
The support documentation can be confusing at times
Pay for the highest level of support that you can afford. The support team from BPM are great. But they don't work for free (would you expect them to?). Once you understand the workings of the system, the support team can create some very neat features as requested.
Integrating BPM into a business with high customer needs: lots of personal information that is not what BPM is designed for- but the product can be modified quite well to adapt to the client's needs. BPM has the feature set that allows the client to try out new workflows that had not been considered before.
Intuitive interface makes it so easy and enjoyable to work with the system. Any user can learn and start using the application fast. It saves you a lot of time since your staff adopt a new software faster. Additionally, it is the efficiency that we gained thanks to the unique and powerful tools for customer management with BPM engine. This engine made the work of our staff much easier and more efficient. It saves a lot of time and minimizes errors.
While the product is great and certainly improved efficiency, our pharma vertical solution is not on the latest version of bpm’online platform as of today. We lack some functionality that we’d like to have from bpm’online’s latest updates, that I know my team would benefit from.
BPM + CRM engine is an easy yet very powerful tool for your business to use.
Now the staff can deliver more results with fewer efforts. The system helped us to build better campaigns, organize customers’ data, provide our clients with the accurate and correct agreements on time, plan and analyze all our activities. Our sales reps who systematically work outside the office benefitted from the availability of the mobile app. It contains the same range of modules and features, and is synchronized with the system creating a homogenous single hub for our staff to work in.
I’ve been using bpm’online for almost a year now and all I can say that I won’t be looking for another software soon, as I’m completely satisfied with the existing solution. With such a nice and clean interface it did not take long to learn how to use the software, it also provides great functionality, and the pricing is very good.
I think every app can have its drawbacks. However, I can say that I am satisfied with those features that I use in bpm’online. Whenever I have to deal with the new ones, all I need is open a user guide.
Although this solution is obviously one of the most user-friendly on the market, rich set of functionality still requires some homework to be done. Before starting to work with the app, take advantage of couple of training that they offer, and you won’t regret a minute spent on learning.
I’m using the marketing functionality of the product, but our sales team are also working in bpm’online. What I like most about the system is that we use it to generate, capture and manage all leads and then our sales reps use the same software to work with those leads further. This helps us to save lots of time and also provides better analytics. What’s valuable about this product is that both sales and marketing are now kind of speaking the same language.
It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.
As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.
The bpm’online system is great for tracking opportunities in an efficient way, together with dashboards and reporting it creates a complete sales management system.
It efficiently connects the dots between marketing, sales and service departments in a way that makes sense to your business and your business goals.
The bpm’online system was fully adapted to our corporate sales techniques and standards and automated vital sales processes. Moreover, our teams benefited from a greater forecast accuracy, better conversion of leads to opportunities, and more effective collaboration between our sales forces. Sales managers gained greater visibility into each deal and hence can now more effectively manage each sale as the system synchronized the work of our sales reps in all offices.
Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.
We have had the full bpm’online CRM for marketing, sales and service for several years now and can’t imagine our business without it. Implementation was very fast and we started using the out-of-the-box processes right away. The best part of the implementation was sales module. Integration was seamless with our other systems. No coding experience or extensive training was needed
To some extend it can be a bit complicated for non-techy users. At the same time, once our team started using it daily, they absolutely loved it.
The complete CRM product has exceeded expectations and is so easy to use. Their sales team was very easy to deal with throughout purchase process. I’d definitely recommend this product! User interface of bpm’online is quite user-friendly and looks fresh.
Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone. And from a support standpoint, they provide top-notch service 24/7. Within bpm’online we automate sales processes and pipeline management, email marketing, event management, billing clients’ hours.