Process-driven VS Traditional CRM - Creatio
Transcript of Process-driven VS Traditional CRM - Creatio
Process-driven
CRM VSTraditional
CRM
Process-driven
CRM 2Align marketing, sales and
service processes on a single
CRM platform
1Gain the agility to change
processes in the CRM faster
than ever
3Incorporate non-CRM
processes on BPM platform
360° customer view
Segmentation
Website behavior tracking
Lead management
Lead scoring
Campaign management
Marketing calendar
Event management
Email marketing
Omnichannel communications
Opportunity management
Orders and invoices
Sales forecasting
Products and services
Collaboration tools
Quote management
Contract management
Document flow automation
Field sales
Case management
Knowledge management
Feedback management
Omnichannel
communications
Field service
Customer portal
Traditional CRM processes
Marketing Sales Service
Out-of-the-box processes
for marketing,
sales and service
BPM engine is a core of the platform
A single tool for business process modelling
and execution with a robust library
of process elements
Combines workflow and business rules
management capabilities
Capabilities to work with data directly from
the process
Processes can evoke / be evoked
by third-party web services
Process version control
Visual process designer
Supports process changes at runtime
BPM engine
Visual process designer
BPM engine
Financial service
• Loan origination
• Verification
• Underwriting
• Debt collection
In addition to traditional CRM processes our clients leverage bpm’online
to automate a wide range of other business-critical processes
Telecom Legal Insurance
Customer service Corporate services HR
• Order fulfillment
• Network development
• New client installation
• Claim management
• Underwriting
• Policy management
• Auditing and compliance
• Contracts management
• Legal matter
management
• New employee recruiting
• On-boarding
• Performance review
• Promotion
• Employee off-boarding
• Travel management
• Facilities and equipment
management
• Internal financial requests
• Health and safety
• Problem management
• Change requests
• Warranty and return
• Refund management
Showroom Logic, one of the most innovative and
fast-growing* America's digital marketing
automation companies, leverages bpm’online to
manage customer onboarding processes.
*According to Inc. 500
• Assign an onboarding specialist
and a Client Success Manager
• Perform required set up and
configuration
• Validate the initial scope of work
is complete, documented and
a dealer’s account is working
• Deliver the technology to the customer
• Train the customer
• Get formal customer acceptance
OKI PS Europe selected bpm’online to manage
pre-sales, service catalog and professional
service delivery
• Managing a catalog of services provided by internal
professional services team
• Automated distribution of service requests acquired
via different channels: email, walk-ins, portal
• Streamlined professional services delivery
• Tracking time and material for service delivery
Bpm’online helps Societe Generale to
reduce loan origination and processing
time from several days to hours
• Loan origination processes:
unsecured loans, mortgage,
auto loans, etc.
• Assisting a client in selecting
an optimal loan product
• Lending application processing
• Fraud prevention
• Managing loan applications
from agents or partners
• Scoring
• Verification and underwriting
• Loan maintenance
• Monitoring pledged assets
• Managing loan paperwork
• Analyzing loan pipeline efficiency
Bank Respublika leverages bpm’online to
automate debt collection and streamline
every step of the collection process
• Complete database of debtors
• Segmentation of debtors
• Debtor Promise-to-Pay Management
• Auto-trigger notifications/emails/SMS
• Document flow automation
• Setup and management of such business
processes, as Pre-Soft and Soft Collection,
Hard Collection and Legal Collection
Alzheimer's Therapeutic Research Institute
leverages bpm’online to streamline medical
research projects management
Alzheimer's Therapeutic
Research Institute
• Recruiting participants of the study
• Managing information about principal investigators
• Leveraging portals to connect principal investigators and
participants of the study
• Managing the progress of the research project
• Tracking results of the project
ZyXEL deployed bpm’online to efficiently
manage IT Service Management processes
without extending their IT team
• Change management
• Release management
• Configuration management
Heinz leverages bpm’online to manage
trade marketing
• Budget planning
• Category management
• Trade events and relations
• Trade analytics
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CRM DAY
Event code: crm_day_2016