Bpm'online CRM (formerly BPMonline CRM) is a cloud-based software that merges customer relationship management (CRM) features with business process management (BPM) capabilities. It has been developed by bpm'online company, and has over 500k end users.

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bpm'online
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  • 2017 07 27 Free Q&A developers session 5
    Free Q&A developers session 5: - Intro - Development setting to make saving of schemas faster - Sorting in tables in a printable - Lead stages history tracking (using business process signals) - Mini page creation and registering - Detail setup: filter settings - Arabic language support: coming soon in 7.10.3 - Copying of processes, setting destination package - External assemblies and Data items:...
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  • Making Account Based Marketing (ABM) Campaigns Work
    As marketing and sales technologies improve, new marketing strategies surface which turn traditional tactics on their ear. One amazing example of this is account based marketing (ABM). Unlike the traditional marketing funnel, with a large, anonymous top of funnel, ABM is like an inverted funnel - instead of inefficiently spending to generate a thousands of leads to find a small number of desirable...
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  • Choosing the right SFA vendor in 2017
    Sales Force Automation (SFA) software is designed to help companies automate the business tasks such as order processing, contact management, sales processing, and tracking of customer interactions, as well as analyzing sales forecasts and evaluating employee performance. Nowadays, organizations are aggressively investing in SFA solutions as they help to keep track of the sales operations, increas...
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  • Scaling your business with Sales Operations
    Scaling your sales organization requires more than reps and leaders. A critical and sometimes misunderstood function of high growth sales teams is the operations function. There is no one-size-fits-all playbook, but this post can help you think through the key factors in growing and building your sales ops team. Variables to consider Every business must consider different variables that may chan...
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  • 3 Keys to Avoid Driving Partners Crazy (and driving them away)
    partersAn effective partner program can be a multiplier for a software company’s growth, extending sales, marketing, and brand awareness. Like any part of a software business, with proper care and feeding it can be powerful, but done wrong it can atrophy, drain resources, and potentially damage a company’s brand. Unfortunately, we hear from our partners that too often software companies fail to ma...
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  • 2017 06 22 Free Q A developers session for APAC region
    Free Q A developers session for APAC region (June 22, 2017): 00:00 Intro 01:00 Export package feature in 7.10.1 27:50 Organizing of development environment 38:29 Customization of Mini Pages 1:04:28 How to discover changes in configuration made by Section Wizard? 1:15:13 How to use Business Rules for hiding of fields depending of Contact age? 1:25:01 How to implement computed fields? E.g. GST calcu...
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  • BPM: a key driver of digital customer engagement
    Historically, business process management (BPM) was employed for improving operational efficiency. Now, the approach to BPM has shifted its focus from cost-cutting business operations to improving front-office activities. Mobile era fosters the next cycle of process innovation More and more customers turn to their mobile devices first to engage and complete various transactions. Organizations ma...
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  • How martech empowers marketers to achieve higher ROI
    Martech: a facilitator of effective marketing In the era of the digitally empowered customers, marketers are becoming highly dependent on digital tools to collect customer data and reach demand generation excellence. Merging marketing and technology becomes a key catalyst for gaining a competitive advantage and enabling marketers to deliver more personalized content to the right customers for the...
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  • [Blog] Top AI-powered tools for sales teams in 2017
    With more than 6 billion connected devices and over 2.5 quintillion bytes of data created daily, today's fast-paced environment offers tremendous opportunities for organizations that know how to put this data to use by structuring it the right way. This is where artificial intelligence (AI) comes into the game. Artificial Intelligence with its advancements in computing power and smart algorithms ...
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bpm'online
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  • Bpm’online studio 7.10 - Overview
    https://www.bpmonline.com/studio Bpm’online studio is the unique synergy of business processes management and case management technologies that provides organizations with powerful tools to easily manage and optimize business processes
bpm'online
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  • 2017 05 03 Free Q&A Session for developers
    Free Q&A Session for developers: 00:00 Intro 02:05 Package structure - how to find the latest package dependency? 14:52 How to create conditional hyperlink in bpm'online edit page? 18:36 Package Installation tool in bpm'online 7.10.0. 38:36 How technically license works? 49:20 How to do translations of the base product into different language? 01:04:54 How to rename "Accounts" section into "Compan...
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bpm'online
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  • 2017 04 12 Free Q&A developers session for APAC region
    00:00 Intro 01:55 Hyperlink field in edit page example 16:22 Filtering of lookups in Autogenerated page 20:08 How to get email body of incoming email in order to parse it? 27:35 Debugging of processes using Autogenerated page 33:08 Multiple developers working with cloud-based development environment and using workspaces 42:40 General info about integration using OData 46:33 Advices for working wit...
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  • 2017 Mar 10 Q & A developers session on bpm'online platform
    Developing on bpm'online: Q & A developers session Contents: Intro Section with multi edit pages Filtering of lookups in Autogenerated page Debugging of processes using Autogenerated page Tracking of email attachments during incoming email insertion Some technical details about getting mass mail responses from third party mass mail services General info about integration using OData UI styles cus...
bpm'online
bpm'online
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  • 2017 04 06 Q & A developers session on bpm'online platform
    Contents: Intro by Anna Walker and Sergey Sorokin Hyperlink field in edit page example SVN tips and tricks: checkouting, auto locks and authentication tip How to rollback of applied packages Working with workspaces: recommendations Callback functions: basics and example Calling of web service from client side Debugging of client side code Postman utility usage example
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  • Essential Artificial Intelligence tools for every marketer
    With over 2.5. quintillions of data created daily, organizations struggle to structure and use it in the right way. Artificial Intelligence emerged disruptively in business environment and offers immense opportunities for organizations that know how to put data to use. According to a recent study, 80% of executives believe artificial intelligence improves worker performance. AI powered tools e...
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  • Bpm’online CRM product line available in 7 new languages
    Investing in localization brings considerable benefits for global companies because with an effective localization strategy, organizations are able to gain a competitive advantage and leverage it in the market. Recent research has found that 57% of consumers confessed that the ability to obtain information in their own language is more important than price. In addition, the availability of localiz...
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  • [Blog] Predictions: what we got right in 2016 and what we expect in 2017
    Intelligent business processes, the Internet of Things, and Big Data were among the anticipated markets expected to see significant impact on CRM in 2016. Bpm’online took a critical look at these expectations of 2016 and foresees even more significant technological advances in 2017. The overarching phenomenon of 2016 was the hype around Artificial Intelligence (AI) that is expected to deliver eve...
bpm'online
bpm'online
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  • Bpm’online sales enterprise 7.9 - Overview
    http://www.bpmonline.com/sales/ Meet our CRM-system for professional sales management of all types ranging from short sales cycles to long corporate sales/ Manage your leads, opportunities, orders and invoices, using the integrated business process that gives you access to the best in today’s sales practices. You can interact with your colleagues, share knowledge, manage projects and document flow...
bpm'online
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  • Bpm’online bank customer journey 7.9 - Overview
    https://www.bpmonline.com/financial-services Bpm’online bank customer journey is a system for automating bank front office and contact center tasks, as well as handling deposit and transactional product support.

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