If you’re working with people, and if you have customers that rely on you for something, you need a CRM system. The banking and financial sector has picked up on this wisdom, and it’s made them one of the top CRM adopters in recent years. In the age of instantaneous customer service, the use cases for CRM are more abundant than ever. But — as with any business investment — there are considerations to make, challenges to overcome, and benefits to weigh before diving in.
Last week, we participated in bpm’online’s Miami ACCELERATE event. The two-day extravaganza featured multiple tracks of educational content to help business leaders get new ideas for accelerating their business and understanding the coming software trends. Here are a few of the tips and takeaways I found most interesting:
The Future of Sales: Humans vs. AI
In a panel discussion on the future of sales, participants were asked about the role of AI in the sales process and how they believed it could reshape -- or even completely transform -- selling.
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:
To learn more and register for the bpm’online Global Tour Chicago, click HERE!
UPDATE: Please be advised, TAI training has been cancelled.
Pulling bpm'online's most current data structure from the API to present it in an easy-to-read format is best. We built the Schema Tools app to enable this.
Customer complaints have a negative stigma, but they can be beneficial to your company when mitigated the right way. In fact, increasing customer retention rates by 5% increases profits anywhere from 25% to 95%.
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:
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.
In most cases, the feed tab in bpm'online can be modified or removed from the layout by using the appropriate toolbar items in the tab area.
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.