Set the Goals Before the Shift
Many mid-to-large sized companies often suffer from a lack of versatility to update and manage ever-changing processes.
This can stem from poor planning, insufficient team members, or simply usage of outdated or inappropriate technologies.
A lack of streamlined technological and operational processes means that projects are setup to fail from the beginning. To prevent this, it is crucial to set clear goals before undertaking a project and support them with the advanced automation solutions.
- Get more leads
- Close more sales
- Use mobile and desktop solutions
- Take advantage of collaboration tools
- Reduce operational costs
- Improve productivity
- Optimize workflow
- Enhance overall processes
- Adhere a holistic approach
- Work in a single CRM platform
- Gain the agility
WHY BPM’ONLINE?
bpm’online CRM Migration — A Shift In Your Company’s Growth
With three interconnected applications on one platform, the system delivers end-to-end processes to manage the complete customer journey—from lead to order and continued customer service.
bpm’online
Marketing
- Lead generation
- Customer segmentation
- Campaign management
- Email-marketing
- Website conversion tracking and more
bpm’online
Sales
- 360° customer view
- Lead management
- Opportunity management
- Orders & invoices
- Sales process automation and more
bpm’online
Service
- Omnichannel communications
- Case management
- Customer interaction history
- Contact center
- Knowledge management and more
bpm’online has been recognized as the only Challenger in 2018 ‘Gartner’s Magic Quadrant’ for CRM Lead Management
2018
bpm’online has been recognized as a Strong Performer in The Forrester Wave™: Dynamic Case Management
Q1, 2018
HOW VELVETECH CAN HELP YOU
bpm’online CRM Implementation, Customization, and Integration
Hundreds if not thousands of processes are carried out in your company every day. Whether or not those procedures are efficient and effective can have a monumental impact on your bottom line.
CRM Customization
Workflow Automation
Data Migration from other CRM Systems
Customer-Specific Configuration
bpm’online Integration
bpm’online Administration
Call Center Integration
Application Development
CERTIFIED 
PARTNER
testimonials
What Our Clients Say
3
I would definitely recommend Velvetech’s services. They have been very prompt and helpful in all of our requests. By utilizing bpm’online and Velvetech we were able to put the pieces of the puzzle for a full business cycle all together and be able to track and report every single aspect of our business process.
General Manager,
Utah Senior Planning
Utah Senior Planning
Velvetech has been an amazing partner for me. As a startup we are constantly having to think outside the box and fast. Their 24 hour support is amazing and everyone is through and great to work with.
Founder,
Runners High Studio
Runners High Studio
One of the best out-source development companies I’ve worked with. From Yuri, the CEO, down through his entire organization. Their service-oriented attitude, quality deliverables and attractive pricing combine to provide top value. Looking for more opportunities to work with them.
COO, Callpop
Our Products
Extend Your bpm’online Experience with Our Applications
PandaDoc Document Management for bpm’online CRM
Install PandaDoc document management connector for automated document generation, management, and tracking within the bpm’online platform.
LEARN MORE
LET’S TALK
How to Get Started
Our specialist will contact you to schedule a personalized consultation within one business day.
Velvetech offers complimentary consultations; after which, we will provide you with a proof of concept in just 3 days, an accurate outlook of the cost and timeline of your project and a competitive estimation, and an assembled team — ready to start your project within 7 days.
Proof of Concept in
3 DAYS
Start Project within
7 DAYS
Apply For A Consultation Today!
