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sales-force-automation bpmonline All Markets > Sales Force Automation

Bpm'online

5.0 out of 5.0 (10 ratings)

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We have aggregated ratings data on Bpm'online but all of our reviewers have opted out of sharing their qualitative review feedback. In certain cases we allow reviewers to withhold their qualitative review feedback from public view, in order to protect their confidentiality.
  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    Great vertical solution

    Overall Comment

    We are happy to have a pharma vertical specific solution for our sales team, especially for our field associates. The out-of-the-box vertical functionality allowed us to immediately start leveraging the product.

    What one thing do you wish the vendor did differently?

    While the product is great and certainly improved efficiency, our pharma vertical solution is not on the latest version of bpm’online platform as of today. We lack some functionality that we’d like to have from bpm’online’s latest updates, that I know my team would benefit from.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    Great CRM product with flexibility for deep system configuration

    Overall Comment

    Overall, Bpm'online is a great product that provides tools to automate key front-office operations. Our users appreciate the system's intuitive UI and how easy it is to configure the system based on their own preferences.

    What one piece of advice would you give other prospective customers?

    Think beforehand about all the requirements and functionality you want to have in the SFA.

    What do you like most about the product or service?

    We love how easy it is to customize Bpm'online and to create new business processes. This has saved us a lot of time and money.

    What do you dislike most about the product?

    Nothing in particular - the product meets our expectations.

    What one thing do you wish the vendor did differently?

    We wish the vendor could guide us in much better way.

    If you could start over, what would your organization do differently?

    Our focus and priorities changed as the project progressed. We had to make the changes to the requirements we previously agreed upon. If we started over, we'd outline all the requirements at the beginning of the project.

    Integration & Deployment - Overall comment

    The product has been implemented in time without any significant issues.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    ‘Agile CRM’ is not Cliché, Bpm engine enable us to improve processes on a moment´s notice.

    Overall Comment

    Our organization uses the full CRM compliment for marketing, sales and service. After outgrowing our last SFA solution, Bpm’online gave us the ability to scale and enhance our capabilities, and we were fully set up and operating within weeks.

    What one piece of advice would you give other prospective customers?

    Consider all CRM options. They may all seem the same on the surface but don’t be drawn in and pay for Salesforce or Dynamics when other options are as good, if not better.

    What do you like most about the product or service?

    Having everything in one database, on one platform gives our marketing, sales and service users a true 360-degree view of the customer. Business process management engine is a great plus. We can manage and update processes easily. Great customization capabilities. The cost of the solution is also very good.

    What do you dislike most about the product?

    Some specific reports we required were not available out of the box. Also, while Bpm have very detailed - sometimes even too detailed – help in the system, we’d prefer it to be written in the ‘how-to’ format rather than descriptive format.

    What one thing do you wish the vendor did differently?

    There was a knowledge transfer session for around 2 weeks. We didn´t use this time in better way. Learning curve could be done faster by having a better transition. It wasn´t the person, I think it was the plan and content what should be different.

    If you could start over, what would your organization do differently?

    I think we would have done a better job if we decided to change our old CRM system earlier. It took us too long to realize that a better and more cost efficient option was readily available.

    Service & support - overall comment

    Within weeks, we were up and running with out-of-the-box processes that we then tweaked to make our own and it seamlessly integrated with our ERP and content management solutions.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    Powerful CRM for financial services

    Overall Comment

    Very user friendly. You don't have to be a techie to figure out how to customize and tailor. The system can also be easily integrated with other applications.

    What do you like most about the product or service?

    Bpm’online’s capabilities tailored for financial services maid the implementation and operations much easier for us.

    If you could start over, what would your organization do differently?

    We should have set a more realistic timeframe for an implementation. It was challenging to finalize the implementation within a very short timeframe our bank set.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    Very happy with the system

    Overall Comment

    Bpm’online team implemented the system quite fast. By using pre-set patterns in bpm’online we managed to significantly speed up our mergers and acquisitions processes.

    What do you like most about the product or service?

    BPM part of the software. With Bpm’online we have an opportunity to develop specific business processes, which allow automating our sales processes and get better outcomes.

    What do you dislike most about the product?

    The product is very rich in functionality – I still have a feeling that we are not leveraging all product’s capabilities. This breadth of features can be a bit overwhelming for new users.

    If you could start over, what would your organization do differently?

    The cooperation with Bpm’online is quite efficient. Once the system was deployed, we went through the training provided and we are now entirely satisfied with our SFA.

    Product capabilities - overall comment

    Bpm’online provided powerful automation tools. Overall, it’s an extremely efficient SFA system.

    Service & support - overall comment

    The service and support of Bpm’online are very helpful and respond promptly.

    Integration & Deployment - Overall comment

    Bpm’online team is a pleasure to work with. The implementation process was quick and seamless.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    Sales and project management made easy with bpm’online

    Overall Comment

    The overall experience working with Bpm’online is positive. We have a great relationship with the vendor and the quality of the product is superior.

    What one piece of advice would you give other prospective customers?

    Even though the system is easily customizable start with out-of-the-box functionality as it offers a lot of functionality right away. I customize the system myself and love how easy it is, but if no heavy customization is needed to address your business needs, try packaged solution first.

    What do you like most about the product or service?

    The ability to customize the system any way I want with no tech people engaged. We have the freedom to design it in a way that supports how we communicate with customers, because the industries we target are quite unique. From the initial confirmation of a lead there can be multiple steps before we sell a project. During this time it often is necessary for various parties to be involved in collecting the relevant data and proposal information. Reporting from the system allows us to identify any failures and alter processes so we can turn any weaknesses into future success.

    What do you dislike most about the product?

    It is hard to say that there’s something in particular that I dislike. I have to notice that Bpm’online are pretty fast with all the updates and new versions coming out every 3 to 4 month. In connection with this, I’d probably want to see more video tutorials on what’s new.

    If you could start over, what would your organization do differently?

    Not much. We are happy with this project.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    A good tool with pre-built processes that really helps us organize sales and operations

    Overall Comment

    With profound Bpm capabilities, we can manage all sales and account management processes in Bpm’online. The system is very easily customized, which supports our company’s speed of growth and transformation. In addition, Bpm’online has lower cost of ownership than other vendors offer, while the level of support we’ve got during and after the implementation was great.

    What one piece of advice would you give other prospective customers?

    Compared to another product on our shortlist, Bpm’online was less known on the market. At the same time, we are very happy with both the software and services we got. My advice to other prospective customers is not to go for only big names but consider whether the solution and the vendor’s team is a good fit for your business.

    What do you like most about the product or service?

    The software allows us to control the entire sales pipeline and more efficiently manage leads and opportunities. Profound Bpm capabilities help with that a lot. We also see lower cost of ownership than other vendors offer, while the level of support we get during and after the implementation has been great.

    What do you dislike most about the product?

    We haven’t had any real big issues with Bpm’online. More pre-built integration points would be helpful to speed up integrations.

    What one thing do you wish the vendor did differently?

    Bring tech people to the demo along with the sales/ marketing/ service team. This would have definitely speed up our evaluation process.

    Integration & Deployment - Overall comment

    We didn’t involve 3rd-party resources from bpm’online’s network of implementation partners. We implemented our SFA system with the bpm’online team directly.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    Great team and great product to work with

    Overall Comment

    Bpm’online’s team is an extremely pleasant group of professionals to work with. The quality of the product is the same high as the quality of support and overall collaboration with the company.

    What one piece of advice would you give other prospective customers?

    Have a CRM coordinator involved at the very start of the implementation process. This person will be a central point of contact for the vendor as well as internal users and will make sure the implementation and maintenance runs smoothly.

    What do you like most about the product or service?

    The flexibility of the product, depth and breadth of functionality.

    What do you dislike most about the product?

    We expected to see more BI functionality in the product.

    If you could start over, what would your organization do differently?

    Really, we would do nothing different here.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    Successful SFA initiative

    Overall Comment

    Our experience with Bpm’online was completely satisfying. It is an advanced software with effective SFA tools, it was also quick to implement. The system helps us manage end-to-end processes of selling to our corporate clients.

    What one piece of advice would you give other prospective customers?

    Bpm’online has tools for SFA, marketing and customer service on one platform. Therefore, for those considering implementing one of Bpm’online’s products, we recommend deploying all three products to unite all customer-facing processes.

    What do you like most about the product or service?

    We like that the system accumulates all information from different channels in a single view. Our bank tellers don’t have to switch between applications, views, pages to assist clients and sell our products. We also like analytics capabilities as well as how easy it is to configure reports and dashboards.

    What do you dislike most about the product?

    Overall we are completely satisfied with Bpm’online. The only feature we miss now is an integration with a popular local social network – VKontakte.

    What one thing do you wish the vendor did differently?

    Would not want the vendor to do anything differently.

    If you could start over, what would your organization do differently?

    We wouldn’t change anything in the process of implementation as Bpm’online team and our staff worked cooperatively, which boosted up the adoption of the system.


  • 5 out of 5.0, Reviewed

    Product(s): bpmonline sales

    Generally successful SFA initiative

    Overall Comment

    We are happy with Bpm'online from the technology standpoint, implementation and support standpoint, and are overall satisfied with our SFA initiative.

    What one piece of advice would you give other prospective customers?

    The system is great and easily customizable, so there is no need to hire third-party service providers. Bpm'online and your own staff can handle the entire implementation with no problems at all.

    What one thing do you wish the vendor did differently?

    No suggestions, all was good.

    If you could start over, what would your organization do differently?

    We would involve our end users at the stage when we were describing the scope of the project. This would speed up implementation since we needed to make some tweaks to the system based on users feedback later on.


Ratings Overview

1 2 3 4 5
Section
1

Evaluation & Contracting

Overall rating of product evaluation and contract negotiation

(10)
4.7

Ability to understand your organization's needs

(10)
5.0

Timely and complete response to product questions

(10)
5.0

Pricing and contract flexibility (pricing and terms)

(10)
4.6
1 2 3 4 5
Section
1

Integration & Deployment

Overall rating of integration and deployment

(10)
5.0

How long did your deployment take?

3 - 6 months (<6)

0 - 3 months (<3)


Availability of quality 3rd-party resources (integrators, service providers, etc.)

(6)
4.8

Ease of integration using standard APIs and tools

(9)
5.0

Quality and availability of end-user training

(8)
4.8

Ease of deployment

(10)
5.0
1 2 3 4 5
Section
1

Service & Support

Overall rating of service and support

(10)
4.8

Did you purchase a support package from the vendor?

Yes


Was the support package worth it?

Yes


Timeliness of vendor's response

(10)
4.9

Quality of technical support

(10)
4.9

Quality of peer user community

(10)
4.8
1 2 3 4 5
Section
1

Product Capabilities

Overall rating of product capabilities

(10)
5.0

SFA system’s performance

(10)
5.0

Tablet Capabilities

(9)
4.8

Smartphone Capabilities

(8)
4.8
1 2 3 4 5
Section
1

Additional Context

What was the nature of your involvement? Multiple responses allowed.

Vendor/Product Selection

Functional Assessment

Vendor Management

Application Lead

Business Analysts

Implementation, Maintenance or other IT support

Technical Assessment

Analytics Team Leader

End User Computing Stakeholder

Executive Sponsor

Technical assessment


Why did you purchase the software or service? Multiple responses allowed.

Improve business process agility

Drive revenue growth

Improve business process outcomes

Create internal/operational efficiencies

Improve customer relations/service

Enhance decision making

Drive innovation

Cost management

Improve compliance and risk management

Improve supplier or partner relationships

Reduce time to market


What were the key factors that drove your decision? Multiple responses allowed.

Product functionality and performance

Strong services expertise


In which region(s) did your deployment take place?

Europe, Middle East and Africa

North America