Seamlessly integrated products to connect the dots between marketing, sales and service. Martin and Associates Summer 2017

Transcription

1 bpm online CRM Seamlessly integrated products to connect the dots between marketing, sales and service Martin and Associates Summer 2017

2 Analyst recognition Bpm online named a Leader in the Forrester Wave : CRM Suites, 2016

3 Analyst recognition Bpm online has been included in the Gartner Magic Quadrant for CRM Lead Management, 2016 Bpm online has been included in the Gartner Magic Quadrant for Sales Force Automation, 2016 Bpm online has been included in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2016

4 Awards and recognition Bpm online is positioned as a Leader in Nucleus Research CRM Value Matrix 2H 2016 Bpm online named among the world s top 10 CRM vendors in latest Ovum CRM Decision Matrix

5 bpm online serves 6,500 customers globally

6 Process-driven CRM 1Gain the agility to change processes in the CRM faster than ever 2Align marketing, sales and service on a single CRM platform

7 Lead qualification Business process management

8 Out-of-the-box best practice processes for marketing, sales and service bpm online key advantage: BPM+CRM

9 CRM philosophy of bpm online products

10 Awareness Consideration Comparison Decision Purchase Service Customer journey: Omnichannel Mostly digital Social Buyer s view The processes should be: Intelligent (self-adaptive) Predictive (next best action, next best offer) Integrated Seller s view Marketing Sales Service

11 Lead Opportunity Order Service Lead generation Lead qualification Lead distribution Hand-off to sales Qualification Needs analysis Presentation Proposal development Proposal submission Negotiations Contracting Closing Order entry Order confirmation Order fulfillment Case Management Problem management Knowledge management

12 Marketing platform that excels at demand generation and lead nurturing 360 customer view Intelligent data enrichment Segmentation Website behavior tracking Lead scoring Lead management Marketing campaign management Triggered campaigns marketing DCM processes Event management Collaboration tools Analytics End-to-end sales processes to manage all types of sales cycles 360 customer view Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting Field sales Orders and invoices Contract management Project management Collaboration tools Dashboards and analytics Out-of-the-box best practice processes for internal and external service 360 customer view Intelligent data enrichment Agent workplace Queue management DCM processes Case management Service catalogue Problem management Customer portal ITIL processes

13 bpm online marketing capabilities

14

15 Intelligent data enrichmen

16 Intelligent data enrichment Segmentation

17 Intelligent data enrichment Segmentation Website behavior tracking

18 Intelligent data enrichment Segmentation Website behavior tracking Lead scoring

19 Intelligent data enrichment Segmentation Website behavior tracking Lead scoring Lead management

20 Intelligent data enrichment Segmentation Website behavior tracking Lead scoring Lead management Marketing campaign management

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22 Intelligent data enrichment Segmentation Website behavior tracking Lead scoring Lead management Marketing campaign management Triggered campaigns marketing

23 Intelligent data enrichment Segmentation Website behavior tracking Lead scoring Lead management Marketing campaign management Triggered campaigns marketing DCM processes

24 Intelligent data enrichment Segmentation Website behavior tracking Lead scoring Lead management Marketing campaign management Triggered campaigns marketing DCM processes Content designer Event management

25 Intelligent data enrichmen Segmentation Website behavior tracking Lead scoring Lead management Marketing campaign management Triggered campaigns marketing DCM processes Content designer Event management Collaboration tools

26 Intelligent data enrichment Segmentation Website behavior tracking Lead scoring Lead management Marketing campaign management Triggered campaigns marketing DCM Processes Content designer Event management Collaboration tools Analytics

27 Mobile app

28 pricing model Users Contacts -traffic* The number of bpm online marketing users The number of contacts in the system with at least one communication option Additional option s sent from bpm online marketing

29 pricing Subscription / User license Cloud $50 per user / month Billed annually On-site $850 per license / lifetime One-time payment

30 indicative pricing Contacts Cloud cost per year 5,000 $ 1,075 25,000 $ 5,375 50,000 $ 10, ,000 $ 21, ,000 $ 31, ,000 $ 36,750 1,000,000+ Custom pricing

31 indicative pricing Contacts On-site lifetime cost 5,000 $ 1,400 25,000 $ 6,990 50,000 $ 13, ,000 $ 27, ,000 $ 41, ,000 $ 47,775 1,000,000+ Custom pricing

32 bpm online sales capabilities

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34 Intelligent data enrichment

35 Intelligent data enrichment DCM processes

36 Intelligent data enrichment DCM processes Lead management

37 Intelligent data enrichment DCM processes Lead management Opportunity management

38 Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting

39 Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting Field sales

40 Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting Field sales Orders and invoices

41 Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting Field sales Orders and invoices Contract management

42 Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting Field sales Orders and invoices Contract management Project management

43 Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting Field sales Orders and invoices Contract management Project management Collaboration tools

44 Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting Field sales Orders and invoices Contract management Project management Collaboration tools Dashboards and analytics

45 team A perfect fit for small and medium business with direct sales teams commerce Best choice for e-commerce enterprise Developed for medium and large enterprises to manage multiple sales channels. Out-of-the-box process for opportunity management: from lead to contract A complete set of tools for short sales cycle and e-commerce Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS On demand $25 Per user / month Billed annually On demand $30 Per user / month Billed annually On demand $50 Per user / month Billed annually On site $850 Per license / lifetime

46 bpm online service capabilities

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48 Intelligent data enrichment

49 Intelligent data enrichment Agent workplace

50 Intelligent data enrichment Agent workplace Queue management

51 Intelligent data enrichment Agent workplace Queue management DCM processes

52 Intelligent data enrichment Agent workplace Queue management DCM processes Case management

53 Intelligent data enrichment Agent workplace Queue management DCM processes Case management Service catalogue

54 Intelligent data enrichment Agent workplace Queue management DCM processes Case management Service catalogue Problem management

55 Intelligent data enrichment Agent workplace Queue management DCM processes Case management Service catalogue Problem management Customer portal

56 Intelligent data enrichment Agent workplace Queue management DCM processes Case management Service catalogue Problem management Customer portal ITIL processes

57 customer center service enterprise Best choice for companies looking to automate helpdesk and contact center operations A perfect fit for medium and large businesses struggling to automate internal and external service processes, including ITIL processes On-demand $35 Per user / month Billed annually On-demand $50 Per user / month Billed annually On-site $600 Per license / lifetime On-site $850 Per license / lifetime

58 bpm online platform

59 Easy user configuration Agile customization tools for analysts Tools for deep customization by developers

60 Static and dynamic folders Look and feel setup Content designer Synchronizations and data import Easy user configuration

61 Bring your own device The system provides a consistent user experience no matter what device you use: phone, tablet, desktop or laptop.

62 Access rights administration Dashboards and analytics Business process management Section wizard Mobile app wizard Agile customization tools for analysts

63 Built-in IDE for development on bpm online platform Professional tools for development: WebStorm Visual Studio Tools for deep customization by developers

64 On-premise Deployment options

65 Thank you!