bpm'online CRM Solutions: Implementation, Customization, Integration

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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This can stem from poor planning, insufficient team members, or simply usage of outdated or inappropriate technologies.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.

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Join the ACCELERATE event and meet your peers, learn best practices, discuss opportunities and strategies to win in the rapidly changing business environment.

January 31

Wyndham Grand Chicago Riverfront, Chicago, IL

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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

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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

Let’s discuss

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

We use various methods to discover, model, analyze, measure, improve, and finally streamline business processes through every aspect of your company.

Workflow Automation

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.

Customer-Specific Configuration

Despite of numerous pre-built configurations, each customer requires some bespoke components. Velvetech provides customer-specific configuration.

bpm’online Integration

To support separate processes and manage data from different applications, Velvetech offers seamless integration in a single informational environment.

bpm’online Administration

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.

Application Development

We develop web and mobile apps and extensions for bpm’online platform in order to fit business needs with additional services.

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CERTIFIED PARTNER

testimonials

What Our Clients Say

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.

Cody BohinGeneral Manager,
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.

Jeffrey LevyFounder,
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.

Brian MorganCOO, 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!