How to Search Through Your bpm'online Objects

Our customers’ businesses are continuously evolving, and we, as the support team, are regularly enhancing customizations to support the evolution.

I recently reviewed some customizations to determine the impact of the changes on the overall data structure. It was necessary to start with a list of the bpm’online tables and fields relevant to the desired changes. However, extracting this information can be quite difficult, mainly because fields can be spread over multiple areas of functionality. I needed to get at a list of database objects(tables) that were related in some way to "Accounts" and involved custom "investment" related objects in bpm'online. The criteria for this list was:

GDPR & bpm’online

Bpm’online is a process-based CRM company with roots in Europe. The company ensures they are processing data and offering security options that align with GDPR requirements. Bpm’online recognizes its role as both a data controller and data processor, depending on the situation. They break down their compliance perspectives into three areas:

Best Practices for Tracking Lost Sales in Your CRM

When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for tracking lost sales in your CRM.

4 Reasons bpm’online Rocks for Customer Management

They started rockin’ and ain’t never gonna stop…being customer orientated, that is. Unlike the band Foreigner, bpm’online has CRM in their eyes and lots of it. With the mission to boost customer business efficiency, this cloud-based software prides itself in managing the complete customer journey. Unlike traditional CRMs, bpm’online is process-driven, meaning they focus on nailing down the processes first and then evolve data to work inside those processes. This way, the process manages the data, not the other way around. Here are four reasons bpm’online rocks for customer management.

The Future of CRM is Process-Driven

Traditional CRM systems are born data-driven. The user enters information into standard modules that represent data types like accounts, leads, or opportunities, and then figures out the necessary processes later. However, process-driven CRM, while lesser-known, is starting to gain traction in the market; and if the theories it’s based on are correct, the future of CRM could see a great demand for it.