Business Management Solutions (BMS) comes with a visual business process designer that can be used as a workflow management tool inside and outside the customer relationship management (CRM). BMS supports status driven business processes as well as sequential ones.
In the CRM, business processes can be used to automatically assign leads based on different criteria, such as lead source, location, industry or deal amount.
Other examples of the uses of business processes in the CRM are automatic supervisor notifications when a certain deal stage is reached, automatic creation of tasks for other employees (send invoice, review contract, schedule a meeting, etc.), or creating rules for email communications with clients.
The records management feature (lists) help you to manage record-based data directly in the front-end of the intranet. Supplier directories, product catalogues, expense items, etc, can all be easily created and organized. These lists can be synchronized with SharePoint and business processes can be applied to them.
Other advantages include an unlimited number of lists in the public section and in each workgroup with access settings for each list. Construction of data fields for any type of object, including files as well as any hierarchical structure for storing objects can be implemented.
Business process designer can also be used for non-CRM purposes anywhere where approvals, tasks, notifications, status changes or any other actions are required. For example, transfer requests, expense requests, business trip requests can all be easily built in Business Management Solutions.
We also provide you with the following services: