Boost your sales force performance

with complete control over the customer journey - from lead generation to loyal repeat customers!

Convert your prospects into to raving fans with powerful sales force automation technology

Enjoy working with the modern, streamlined user interface that is free from redundant information, keeping you focused only on what’s relevant. The bpm’online sales force automatio application has a social look and feel and delivers the same user experience no matter what device it is used on: laptop, tablet or smartphone.

360 degree view of your customer

Account and contact management
Intelligent data enrichment
Data enrichment via social media
Profile completeness
Customer segmentation
Communication and touch point history
Search and merge duplicates
Analytics

Mobile sales

Connect anywhere
Online and offline
iOS, Android and Microsoft phones supported
Native mobile applications
Configurable dashbaords
interact with the rest of the orgnaisation
Interact with your clients on the go

Opportunity Management

Opportunity tracking
Out of the box sales process standards
Sales initiation process
Qualification
Presentation
Develop and submit proposals
Contracting
Sales pipelines
Sales analytics

YOUR BUSINESS OBJECTIVES COME FIRST

When we speak to clients, we always start with their strategy and business objectives. Its much easier to reverse engineer where you want to go into an actionable plan. If you are searching for a sales force automation solution make sure to consider the upstream and downstream implications of your business.

Why don’t you book a no-obligation STRATEGY CALL to see if we can help you deliver your business vision?

BOOK MY STRATEGY CALL

Sales Reporting Forecasting

Make sure your goals are achieved with bpm’online sales forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.

Orders & Invoices

Order list and processing from website
Single window order processing
Supply and payment scheduling
Order approval workflow
Invoices
Order & Invoice analytics and dashbaording

Contract & Document Management

Central contract database
Printable Form Templates
Contract approval process automation
Document database
Document approval
Related documents

There is so much more that bpm'online offers

Its much easier to try it all out for your self

START MY FREE TRIAL

Are you ready to transform your business?

If you are, then get in touch with us and we will guide you through the process.

YES. LETS TALK!

Not sure yet? Take a look at this video and see for yourself

Sales people don’t want another database. That much is clear. What they want and need is a tool they can use to easily engage leads and close sales. The tool needs to be intelligent enough to provides insights about the lead that make the probability of adding value to that customer’s journey higher.

This is our focus, we look to implement a solution that works for sales people and the organisation. Alex Zarate

Founder & Managing Director, Zero B.S.