Process-driven

CRM VSTraditional

CRM

Process-driven

CRM 2Align marketing, sales and

service processes on a single

CRM platform

1Gain the agility to change

processes in the CRM faster

than ever

3Incorporate non-CRM

processes on BPM platform

360° customer view

Segmentation

Website behavior tracking

Lead management

Lead scoring

Campaign management

Marketing calendar

Event management

Email marketing

Omnichannel communications

Opportunity management

Orders and invoices

Sales forecasting

Products and services

Collaboration tools

Quote management

Contract management

Document flow automation

Field sales

Case management

Knowledge management

Feedback management

Omnichannel

communications

Field service

Customer portal

Traditional CRM processes

Marketing Sales Service

Out-of-the-box processes

for marketing,

sales and service

BPM engine is a core of the platform

A single tool for business process modelling

and execution with a robust library

of process elements

Combines workflow and business rules

management capabilities

Capabilities to work with data directly from

the process

Processes can evoke / be evoked

by third-party web services

Process version control

Visual process designer

Supports process changes at runtime

BPM engine

Visual process designer

BPM engine

Financial service

• Loan origination

• Verification

• Underwriting

• Debt collection

In addition to traditional CRM processes our clients leverage bpm’online

to automate a wide range of other business-critical processes

Telecom Legal Insurance

Customer service Corporate services HR

• Order fulfillment

• Network development

• New client installation

• Claim management

• Underwriting

• Policy management

• Auditing and compliance

• Contracts management

• Legal matter

management

• New employee recruiting

• On-boarding

• Performance review

• Promotion

• Employee off-boarding

• Travel management

• Facilities and equipment

management

• Internal financial requests

• Health and safety

• Problem management

• Change requests

• Warranty and return

• Refund management

Showroom Logic, one of the most innovative and

fast-growing* America's digital marketing

automation companies, leverages bpm’online to

manage customer onboarding processes.

*According to Inc. 500

• Assign an onboarding specialist

and a Client Success Manager

• Perform required set up and

configuration

• Validate the initial scope of work

is complete, documented and

a dealer’s account is working

• Deliver the technology to the customer

• Train the customer

• Get formal customer acceptance

OKI PS Europe selected bpm’online to manage

pre-sales, service catalog and professional

service delivery

• Managing a catalog of services provided by internal

professional services team

• Automated distribution of service requests acquired

via different channels: email, walk-ins, portal

• Streamlined professional services delivery

• Tracking time and material for service delivery

Bpm’online helps Societe Generale to

reduce loan origination and processing

time from several days to hours

• Loan origination processes:

unsecured loans, mortgage,

auto loans, etc.

• Assisting a client in selecting

an optimal loan product

• Lending application processing

• Fraud prevention

• Managing loan applications

from agents or partners

• Scoring

• Verification and underwriting

• Loan maintenance

• Monitoring pledged assets

• Managing loan paperwork

• Analyzing loan pipeline efficiency

Bank Respublika leverages bpm’online to

automate debt collection and streamline

every step of the collection process

• Complete database of debtors

• Segmentation of debtors

• Debtor Promise-to-Pay Management

• Auto-trigger notifications/emails/SMS

• Document flow automation

• Setup and management of such business

processes, as Pre-Soft and Soft Collection,

Hard Collection and Legal Collection

Alzheimer's Therapeutic Research Institute

leverages bpm’online to streamline medical

research projects management

Alzheimer's Therapeutic

Research Institute

• Recruiting participants of the study

• Managing information about principal investigators

• Leveraging portals to connect principal investigators and

participants of the study

• Managing the progress of the research project

• Tracking results of the project

ZyXEL deployed bpm’online to efficiently

manage IT Service Management processes

without extending their IT team

• Change management

• Release management

• Configuration management

Heinz leverages bpm’online to manage

trade marketing

• Budget planning

• Category management

• Trade events and relations

• Trade analytics

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CRM DAY

Event code: crm_day_2016