To build and company it is necessary to pick an ideal tool for sales and business processes management like this bpmonline.com/crm/best-bpm-software. You may have to choose the several services to try out before picking the best on. That’s why you need to make several steps to assess a software.
Step 1. Define tasks which need to be solved by BPM
Create the table and on point the most important tasks of the sales department. Let it your managers to help you as they will be the main users of the tool. Among a number of tasks there can be:
● creation of personal reports;
● monitoring of transactions at all stages;
● fixing calls;
● unloading of large volumes of data;
● automation of sales;
● determination of advertising efficiency;
● operation with the missed calls and the lost transactions.
Step 2. Select type of software – cloud or the desktop
The advantage of SaaS-services is that they provide a software solution as a service. Most often it is the cloud software, i.e. on servers of provider, and the client pays for use a license fee analog — a subscription fee. The similar decision allows cutting costs on hardware and employees for its service.
One more plus of SaaS — access to service from any device from everywhere where there is an Internet. But there are also shortcomings: you will not be able «to fasten» additional functions if that is demanded by your business processes. An exception — services that deal with medium and large businesses. It will be more expensive but implies customization especially under the needs of the customer.
And here box solutions can be set up under the needs. But in this case, data will be stored on your server, and responsibility for its safety and support will be entirely on you.
Speaking generally, cloud solutions suit small and medium business more, and box — to the big companies which have a need to customize system under own business challenges. If in your sales department there are only five people, then you better choose a cloud
solution. Also, box decisions are suitable for business which prefers to store data on its servers.
Step 3. Analyze the prices on Business Processes Management Tools
Usually, the price of solution consists of the license, a board for the user, additional payments for export of data or customization. Also, its cost is influenced by such factors as the need for remote access of connection to the system, a possibility of mobile access, integration and remaining functions.