Bpm’online introduces cutting-edge SFA software with out-of-the-box processes to close more deals – bpm’online sales


Bpm'online, a world-class vendor of process-based cloud software for sales, marketing and service automation, is proud to introduce bpm’online sales 7.4 - the new version of the cloud SFA product designed for managing the entire sales cycle.

The key value the system brings to its users is referenced processes that serve as best practices for lead management, opportunity management, quote management, order and invoice management. Following pre-defined processes makes it easy for companies to jump start using the system and bring industry best practices to their work. The product guides users through the entire sales process from the initial communication with a customer to the closed deal.

Bpm’online sales is delivered in four editions different in functionality thus leaving businesses the flexibility to choose an edition that best fits their business model:

Team edition is a perfect fit for small and medium business with direct sales teams. The system provides out-of-the-box process for opportunity management: from lead to contract.

E-commerce businesses will benefit most from the Commerce edition, which includes a complete set of tools for short sales cycle and e-commerce.

Enterprise edition is designed for medium and large enterprises to automate a complete direct and channel sales cycle.

Omnichannel edition is is a perfect fit for medium and large enterprises that need to manage multiple sales channels including direct and channel sales, e-commerce, field sales and POS.

Bpm’online sales has extended analytics capabilities. ‘Sales pulse’, ‘Sales leaders’ and ‘Sales reps efficiency’ dashboards include all the necessary metrics for quick sales analysis and data-driven decision making. With a click of a mouse users can add custom charts and indicators to the dashboards.

Enterprise edition

New features for order management provide full control over orders and invoices, payments and delivery, enable to select products from an extensive catalog using faceted search and navigation.


Leverage opportunity management capabilities of bpm’online sales to define sales tactics for each deal, track competitors and analyze their strengths and weaknesses, identify key decision makers. In addition, a set of emoticons can be used to gamify the daily work of sales reps.


Bpm’online sales encompasses all the innovations of bpm’online 7.4 platform: user wizard for quick process modeling, user customization tools for charts and dashboards, communication panel and many other features that ensure superb user experience . Bpm’online continuous investment in its products’ usability resulted in adding new productivity tools to bpm’online 7.4 - the simplified calendar, communication panel, process library.

The range of products to be updated to version 7.4 includes bpm’online sales – a cutting-edge sales force automation software with out of the box processes to close more deals; bpm'online marketing – a powerful system for multi-channel marketing campaign management and bpm'online customer service – a simple yet efficient system for customer service processes automation.

Bpm’online CRM bundle is designed to deliver end-to-end sales processes to manage a complete customer journey – from lead to order, and to ongoing maintenance. The best-in class technology enables companies to connect the dots between marketing, sales and customer service, and to effectively manage every stage of customer interactions winning more deals and loyal clients.

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