Join our free academy trainings on sales management processes in bpm'online and bpm’online customer center

Bpm’online offers free academy trainings and we are happy to invite you to the newest ones next week. Register now to learn more about bpm’online CRM!

Sales management processes in bpm'online

Tue, Feb 9, 11:00 AM - 12:30 PM EST

The following questions will be covered during the webinar:

1.         Lead management

• How to manage leads in bpm’online
• Lead registration 
• Following a lead management business process 

2.         Opportunity management

• Assigning an opportunity stage 
• Building a team for an opportunity and a list of contact persons 
• Keeping records and tracking changes 
• Opportunity history (stage, activity, invoice, order, document change history) 
• Using the OOTB “Corporate sale” business process 

3.         Order management

• Placing and using orders for long and short sales cycles 
• Adding installment plans using pre-configured or new installment plan templates
• Order approval with built-in approval business process 

Register here >>

bpm’online customer center overview

Tue, Feb 12, 11:00 AM - 12:30 PM EST

The following questions will be covered during the webinar:

1.         Service catalogue

•  How to manage service categories and, set up service calendars
• How to regulate responses and resolution deadlines for each service

2.         Case database management

• How to create cases through different channels 
• How to classify and assign cases to different teams
•  How to automate case management workflow
• Self-service portal capabilities

3.         Contact center

• How to manage your daily tasks more effectively using a pre-configured single window interface
• How to use the queue management capabilities of bpm’online customer center to organize case processing

4.         Knowledge management

• How to use the advanced capabilities of the knowledge base articles search

Register here>>