The Old Post House, Weybridge, KT13 8TS
01932 264626

Take control of the customer journey

Sell more efficiently using bpm’online’s powerful out of the box business processes. Featuring easy to use automation tools, your sales team will be more productive and organised. Start taking control of the customer journey today.

Close More Sales

Drive an efficient and engaging workforce by taking complete control of the customer journey.

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Cloud Based CRM Solution

Create a more flexible workforce, allowing you to work on any device, anywhere at any time.

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Sales Product Features

360° Customer View
Take control of the customer journey

Drive an effective and engaging sales workforce by accessing a complete 360° view of your customers.

  • Customer Relationship Management
  • Data enrichment through Social Media
  • Full interaction history

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Collaboration Tools
Improve workforce productivity

Allow your workforce to communicate quickly and efficiently using a range of powerful internal collaboration tools.

  • Internal Social Media Network
  • Smart Notification Centre
  • Integrated calls and emails

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Business Process Management
Automate everyday business processes

Start automating your key business processes with a powerful and easy to use visual process designer.

  • Out of the box sales processes
  • Process monitoring and analytics
  • Visual Process Designer

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Lead Management
Convert more leads into opportunities

Intuitive tools to help manage your leads. From capturing right through to opportunity qualification, stay ahead of your competition.

  • Lead pipeline
  • Analytics on leads
  • Guided lead management process

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Bpm’online has been recognised in 'Gartner's Magic Quadrant' for multiple categories including; Sales Force Automation, Customer Engagement Center Suite and Customer Service Software.

forrester awards logo

Bpm’online was named a Leader by 'The Forrester Wave™' in the category of 'CRM Suites for Midsize Organisations' Q4, 2016. Futhermore, bpm'online was also cited for its intelligent process management capabilities.

Opportunity Management
Start converting more sales

Comprehensive tools to manage every opportunity including budget, authority, need and timeline.

  • Dynamic sales pipeline
  • Smart B2B sales process
  • Opportunity tracking & history

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Orders & Invoicing
Automate your orders & invoices

Reduce long term admin costs and improve productivity by automating your orders and invoicing.

  • Approve orders and invoices
  • Order and invoice management
  • View order and invoice history

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Field Sales Management
Drive an efficient field sales force

You will be able to manage and schedule visits using a single window in bpm'online sales. Create a more organised and effective field sales team.

  • Field force management
  • Field sales rules
  • Mobile visits and orders

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Sales Forecasting
Gather the necessary insight to make informed decisions

Intelligent reporting functionality to view planned or real time data, available whenever you need it.

  • Analyse current sales progress
  • Forecast sales based on any criteria
  • Plan sales manager KPIs

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Get your free online demonstration

Book your free online demonstration here.
Contract Management
Save time by automating your contracts

A single contract database attached to your orders and invoices.

  • Contract approval process
  • Single view on your contracts
  • Print out forms for any type of contract

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Product Management
Manage your products and prices

Make amends and group products based on any criteria and instantly link them in your orders and invoices.

  • Unified product catalogue
  • Extended filtered search
  • Product cart management

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Project Management
Take control of your projects

Smart Project Management tools allow your projects to more efficient. Set deadlines, manage costs and assign tasks to specific team members.

  • List of active projects
  • Project inflows and outflows
  • Project resource planning

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Document Flow Automation
Organise and link your documents

Get a 360-degree view on your documents and link them to specific records in the system.

  • Document database
  • Document portfolio
  • Related documents

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Download the full bpm'online sales specification

Get your full sales specification here.
Mobile Sales
Sell anywhere in the world

Take control of your business from your mobile. Gain access to critical information wherever you are in the world.

  • Available on IOS, Android and Windows
  • Online and Offline Modes
  • Mobile Application Wizard

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Knowledge Management
Gain access to the necessary information at the right time

Keep track of all your frequently asked questions, presentations and documents in a single place.

  • Knowledge base structure
  • Upload any files or text
  • Rate knowledge base articles

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Synchronisation & Intergration
Integrate with your current tools

Employ out of the box integration capabilities to connect with your current email servers and tools.

  • Data import from Excel
  • Google integration
  • Microsoft Exchange integration

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System Designer
Personalise your System

We give you the power to fully customise your CRM, creating a personalised solution for your business.

  • UI customisation
  • Visual Content Designer
  • Manage user roles and access rights

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Get my free personalised demonstration

Learn how CRM can increase sales, lead management and productivity.
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