Here is everything you need to know about the 3 Fixed Price CRM Implementation Packages
Sales Booster
Using bpm'online Sales (Team/Commerce)
AUD4,200
- 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
AUD10,900
- 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
AUD4,900
- 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?
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.