Here is everything you need to know about the 3 Fixed Price CRM Implementation Packages
Sales Booster
Using bpm'online Sales (Team/Commerce)- Personalise Accounts/Contacts/Leads/Opportunities Sections in the CRM
- 1 x Custom Sales Dashboard
- Set up of Permissions
- 4 x custom details (objects) with 10 custom attributes (fields) and 3 business rules
- 5 x custom activities configured per Opportunity stage
- 5 x Sales email templates set up and configured
- Data upload of Accounts, Contacts and Leads
- 4hrs of training over video calls
- 1 Week post go live support
- Bulk/Trigger Email integration & Set Up
- 2 x Custom marketing journeys configured (10 steps per journey)
- 5 x custom activities configured per lead stage
- 20 x Marketing Email Templates set up and configured
- 1 x Custom Marketing Dashboard
Ultimate Stack
Using bpm'online Marketing & Sales- Everything included in the Personalisation Pack
- Everything included in the Sales Booster Pack
- 2 x Web to Lead Integration for your contact page/landing page
- Configuration of 5 x web event tracking
- Configuration of document automation templates (invoices, orders, estimates)
- Data upload of Accounts, Contacts and Leads
- 6 hrs of training over video calls
- 1 Week post go live support
- 2 Quarterly Adoption Surveys & Reports to measure adoption success and gaps
Personalise
Using bpm'online Marketing- Personalise Accounts/Contacts/Leads Sections in the CRM
- Bulk/Trigger Email integration & Set Up
- 3 x custom details (objects) with 10 Custom attributes/fields and 3 business rules
- 2 x Custom marketing journeys configured (10 steps per journey)
- 5 x custom activities configured per lead stage
- 20 x Marketing Email Templates set up and configured
- 1 x Custom Marketing Dashboard
- 4hrs of training over video calls
- 1 Week post go live support
- 1 x Custom Sales Dashboard
- 5 x custom activities configured per Opportunity stage
- 5 x Sales email templates set up and configured
- 2 Quarterly Adoption Surveys & Reports to measure adoption success and gaps
- Configuration of web event tracking
Who should apply for a fixed price package?
- Small business employing less than 30 staff
- Staff can no longer operate with spreadsheets or the current CRM solution
- The business wants to launch the CRM quickly and NEEDS to minimise initial implementation costs
- At least 10 users will be on-boarded on the CRM
- The business is willing to follow a structured on-boarding process in order to benefit from the lower implementation costs
What can you achieve with a robust CRM?
- Time Saving: Save days of manual work through automation.
- Client Experience: Impress your prospects and clients through personalisation.
- Insights: Understanding how your marketing campaigns are impacting your sales conversion rates.
- Insights: Get live up-to the minute dashboards and analytics on marketing, sales and operational performance KPI’s.
- Increased Productivity: Do more with less by automating the nurturing of prospects, leads and opportunities.
- Future proof: Build systems and processes that will allow you to scale years into the future.
Your project implementation roadmap
What you see below is a typical implementation plan for a packaged implementation. As you can see they are very quick to deploy and we will have you up and running in no time!
Why choose Bpm’online?
The Forrester Wave™
Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017;
The Forrester Wave™: Dynamic Case Management, Q1 2018
and The Forrester Wave™: Digital Process Automation for Wide Deployments, Q1 2019.
Nucleus Research
Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.
Gartner™
Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2018, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2018, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.
Ovum™|informa
Ovum, one of the leading global technology research and advisory firms worldwide, has named Bpm’online among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.
CRM Magazine
CRM Magazine, the leading publication of the industry, recognized bpm’online as a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite in the CRM Market Awards 2018. This is the fourth year in a row that bpm’online made it onto the leaderboard in the Midmarket CRM Suite category, with superb scores all around.
ISM Inc.
In 2015 for the second time in a row bpm’online was selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.
CRM Watchlist
Bpm’online has been recognized as a winner in the CRM Watchlist 2019 award.
CRN®
Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.
Gold Stevie® Award Winner
bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.
We are only taking on 3 new clients every month.
We serve small and large clients, so we need to manage our human capacity carefully in order to deliver on all our commitments. For this reason, we need to limit intake per month. We accept applications on a first come / first serve basis for clients that qualify.