MAJOR UPDATE

MA JOR UPDATE of bpm’online version 7.13

ACC E L E R AT E CO R E P R O C E S S E S AC R O S S T H E E N T I R E C U S TO M E R J O U R N E Y W I T H N E W B P M ’ O N L I N E C A PA B I L I T I E S

SPEAKERS

ALEX PETRUNENKO

Senior Sales Engineer

ANDY SUTHERLAND

Enterprise Solution Manager

ERIK HALE

Enterprise Account Executive

LOCAL DIRECT SALES

ALMATYKIEV MOSCOWLONDON

BOSTON

MELBOURNE

GROWING PARTNER CHANNEL

JAKARTA

500+partners

BPM’ONLINE

650employees

Does enterprise software

meet business

expectations today?72%

of Fortune 500 companies feel

the single greatest challenge

limiting their growth,

is technology

2016 Fortune Survey

Why?

Unable to change quickly

No alignment between

different applications

Low user adoption

Long and painful

implementation process

to accelerate business transformation

BPMBusiness Process Management

CRMCustomer Relationship Management

+Alignment Implementation

AdoptionChange

Accelerate change

with agile low-code platform

Accelerate alignment with

cross-functional orchestrationAccelerate adoption with

intelligence and user-friendly UX

Accelerate implementation

using out-of-the-box capabilities

Alignment Adoption

Change Implementation

ACCELERATING BUSINESS TRANSFORMATION CYCLE

ANALYST RECOGNITION

bpm’online named the only Challenger

in the Gartner Magic Quadrant for

Sales Force Automation, 2018

ANALYST RECOGNITION

Bpm’online has been

included in the Gartner Magic

Quadrant for Intelligent

Business Process

Management Suites, 2017

Bpm’online has been named

the only Challenger in the

Gartner Magic Quadrant for

CRM Lead Management,

2018

Bpm’online has been

included in the Gartner

Magic Quadrant for the CRM

Customer Engagement

Center, 2018

Bpm’online has been included

in the Gartner Magic Quadrant

for Enterprise High-

Productivity Application

Platform as a Service, 2018

ANALYST RECOGNITION

Bpm’online named a Leader in the

Forrester Wave™: CRM Suites, 2016

ANALYST RECOGNITION

Bpm’online named a Strong

Performer in the Forrester

Wave™: Sales Force

Automation Solutions,

2017



Wave™: Customer Service

Solutions For Midsize

Teams, 2017



Wave™: Lead-To-Revenue

Management Platform

Vendors, 2016

Bpm’online recognized as a

Strong Performer in The

Forrester Wave™: Cloud-

Based Dynamic Case

Management, 2018

MIDMARKET CRM

ENTERPRISE CRM

BPM’ONLINE HONORED WITH

CRM Market Leader Awards

IN THREE CATEGORIES

SALES FORCE AUTOMATION

WE KNOW THAT YOU CAN’T HAVE EXCEPTIONAL CUSTOMER RELATIONSHIPS WITHOUT POWERFUL

BUSINESS PROCESSES

WHAT MAKES BPM’ONLINE DIFFERENT?

UNIQUE SYNERGY OF

INTELLIGENT BPM PLATFORM AND UNIFIED CRM

Intelligent BPM platform

Low-code platform to automate processes across the entire business

BPM STUDIO

Single CRM platform to align and accelerate sales, marketing and service

MARKETING SALES SERVICE BUSINESS APPS

Unified CRM

EXPLORE THE NEW POWERFUL CAPABILITIES OF BPM’ONLINE 7.13

WHAT’S NEW IN BPM’ONLINE 7.13

ACC E L E R AT E MA R K E T I N G

ACC E LE R AT E O P E R AT I O N SACC E LE R AT E S E R VI C E

ACC E L E R AT E S A L E S

ACC E L E R AT E C I T I Z E N D E V E LO P M E N T

ACCELERATING MARKETING

BPM’ONLINE 7.13

• New elements to launch campaigns by trigger events

• Upgraded campaign page layout

• Macros in the email subject for better email personalization

• Improved email contact preference management

• All-new tools for email preview setup

• Ability to define content styles in Content Designer

• Enhanced tools for test emails

• Connector to Dotmailer, a popular email marketing service

• Integration with WordPress landing pages

• Kickfire connector to identify accounts of website visitors by

their IP addresses

• Brand new Account Based Marketing (ABM) tools


New elements to launch campaigns by trigger events


Upgraded campaign page layout


Macros in the email subject for better email personalization


Improved email contact preference management


All-new tools for email preview setup


Ability to define content styles in Content Designer


Enhanced tools for test emails


Connector to Dotmailer, a popular email marketing service


Integration with WordPress landing pages


Kickfire connector to identify accounts of website visitors by their IP

addresses


Brand new Account Based Marketing (ABM) tools

ACCELERATING SALES

BPM’ONLINE 7.13

• Extended predictive tools for opportunity scoring

• Revamped design of the “Lead-to-Opportunity”

pipeline dashboard

• Assessing opportunity completeness

• Extended capabilities for file management

• Enhanced eCommerce capabilities with smart

eCommerce gateway

• Enhanced billing tools with Payment gateway

• FedEx integration for simplified delivery of goods sold

• Pre-set integration with Exact Online ERP


Extended predictive tools for opportunity scoring


Revamped design of the “Lead-to-Opportunity” pipeline dashboard


Assessing opportunity completeness


Extended capabilities for file management


Enhanced eCommerce capabilities with smart eCommerce

gateway


Enhanced billing tools with Payment gateway


FedEx integration for simplified delivery of goods sold


Pre-set integration with Exact Online ERP

Have you encountered any issues with siloed data

that affects your sales processes?

1. Yes, always

2. Yes, often

3. Rarely

4. Hardly ever

5. No, never

ACCELERATING SERVICE

BPM’ONLINE 7.13

• Improved UI for case management

• Capability to create a new case from an existing case

email thread

• Enhanced tools for multilingual service emails

• Extended survey management capabilities

ACC E L E R AT E S E R V I C E

Improved UI for case management

Capability to create a new case from an existing case email thread


Enhanced tools for multilingual service emails


Extended survey management capabilities

ACCELERATING OPERATIONS

BPM’ONLINE 7.13

• Improved project management capabilities

• Instant data indexing in global search

• More tools for working with folders and filters

• Expanded text formatting for Notes and Emails

• Enhancements of timeline tools

• Drill down into mobile dashboards

• Enhancements of deduplication, data import tools

• Simplified real-time contact and lead data synchronization

with third-party systems

• Advanced GDPR toolset

ACC E L E R AT E O P E R AT I O N S

Improved project management capabilities


Instant data indexing in global search


More tools for working with folders and filters


Enhanced timeline tools


Expanded text formatting for Notes and Emails


Drill down in mobile dashboards


Enhancements of deduplication tools


Enhancements of data import tools


Simplified real-time contact and lead data synchronization with

third-party systems


Advanced GDPR toolset

ACCELERATING CITIZEN DEVELOPMENT

BPM’ONLINE 7.13

• Creating custom machine learning models without coding

• Predicting values in any numeric field

• New intelligent process management tools

• Extended capabilities for setup of pre-configured pages

in business processes

• New capabilities to configure integrations

• OAuth 2.0 authentication for web services called from

business processes

• Section Wizard UX improvements

• Extended tools for configuring quick view

• Advanced dashboard setup capabilities with drag’n’drop

and WYSIWYG tools

• PostgreSQL support

• Support for a fail-safe Redis server configuration


Creating custom machine learning models without coding


Predicting values in any numeric field


New intelligent process management tools


Extended capabilities for setup of pre-configured pages in business processes


New capabilities to configure integrations


OAuth 2.0 authentication for web services called from business processes


Section Wizard UX improvements


Extended tools for configuring quick view


Advanced dashboard setup capabilities with drag’n’drop and WYSIWYG tools


PostgreSQL support


Support for a fail-safe Redis server configuration

Explore the powerful

capabilities of

bpm’online products

with a 14-day free trial

Try it free!

Was the webinar interesting and useful for you?

1. Excellent. Very useful!

2. I liked the webinar

3. It was average

4. Not exactly what I expected

MAJOR UPDATE

Documents

Transcript of MAJOR UPDATE