Set the Goals Before the Shift
bpm’online CRM Migration — A Shift In Your Company’s Growth
bpm’online is recognized in ‘Gartner’s Magic Quadrant’ for CRM Lead Management
bpm’online was named a Leader by ‘The Forrester Wave™’ in the category ofCRM Suites for Midsize Organisations
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.
We use various methods to discover, model, analyze, measure, improve, and finally streamline business processes through every aspect of your company.
Based on analysis of your processes we will automate everyday business tasks to streamline the workflow through the entire customer journey.
Data Migration from other CRM Systems
Switching to bpm’online CRM requires some custom migration solutions. Velvetech will ensure fast and secure transition from another CRM.
Despite of numerous pre-built configurations, each customer requires some bespoke components. Velvetech provides customer-specific configuration.
To support separate processes and manage data from different applications, Velvetech offers seamless integration in a single informational environment.
Thanks to high flexibility, bpm’online solutions enable you to create and define different user roles and grant access rights to your team.
Call Center Integration
Integration of bpm’online CRM with a phone system will allow your agents to make calls directly from the CRM.
We develop web and mobile apps and extensions for bpm’online platform in order to fit business needs with additional services.
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
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.
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