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

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Transcription:

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

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

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

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

bpm online serves 6,500 customers globally

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

Lead qualification 7.9.0 Business process management

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

CRM philosophy of bpm online products

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

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

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 Email 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

bpm online marketing capabilities

Intelligent data enrichmen

Intelligent data enrichment Segmentation

Intelligent data enrichment Segmentation Website behavior tracking

Intelligent data enrichment Segmentation Website behavior tracking Lead scoring

Intelligent data enrichment Segmentation Website behavior tracking Lead scoring Lead management

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

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

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

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

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

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

Mobile app

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

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

indicative pricing Contacts Cloud cost per year 5,000 $ 1,075 25,000 $ 5,375 50,000 $ 10,750 100,000 $ 21,500 250,000 $ 31,750 500,000 $ 36,750 1,000,000+ Custom pricing

indicative pricing Contacts On-site lifetime cost 5,000 $ 1,400 25,000 $ 6,990 50,000 $ 13,975 100,000 $ 27,950 250,000 $ 41,275 500,000 $ 47,775 1,000,000+ Custom pricing

bpm online sales capabilities

Intelligent data enrichment

Intelligent data enrichment DCM processes

Intelligent data enrichment DCM processes Lead management

Intelligent data enrichment DCM processes Lead management Opportunity management

Intelligent data enrichment DCM processes Lead management Opportunity management Sales forecasting

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

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

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

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

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

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

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

bpm online service capabilities

Intelligent data enrichment

Intelligent data enrichment Agent workplace

Intelligent data enrichment Agent workplace Queue management

Intelligent data enrichment Agent workplace Queue management DCM processes

Intelligent data enrichment Agent workplace Queue management DCM processes Case management

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

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

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

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

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

bpm online platform

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

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

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

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

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

On-premise Deployment options

Thank you! www.bpmonline.com www.martinandassoc.com