BPM-CRM Software: 5 Compelling Reasons to Combine These Two Tools

Are you searching for a personalized solution that can encompass your entire business ecosystem? Such a system would help you enhance performance and efficiency in managing your business processes. GeoProd has developed the perfect solution for banks and insurance professionals—a tool that combines Business Process Management (BPM) and Customer Relationship Management (CRM). While BPM provides you with an overview of the relationships within your company, CRM enables you to effectively manage your client portfolio. Let's delve into the 5 compelling reasons to combine these two tools using an all-in-one BPM-CRM software.

A Quick and Easy Solution to Combine BPM and CRM

The speed at which the coupling process occurs depends on the chosen BPM solution. Regardless of your choice, Geoprod guarantees a reliable and customized BPM-CRM software that adapts to the functioning of your company.

To make the right choice, we recommend opting for a BPM solution that allows easy access and synchronization of your company's data across all the applications you use.

For time efficiency, we also suggest selecting workflow templates that are compatible with all your company's activities and can be applied to all your business processes. Of course, it's essential that your BPM tool integrates with your company directory, ensuring easy access for all your employees.

Rely on our expertise to ensure you consider all the essential elements when choosing your BPM solution!

A BPM-CRM Tool to Optimize all Business Processes

Implementing workflow templates through a BPM software within your company will enhance coordination of tasks, data, and exchanges among your teams and, more broadly, among all your collaborators.

This overall coordination will facilitate the work of each participant in every process. As a result, all tasks will be consistently performed efficiently and logically. Optimizing certain processes or workflows will enable your employees to follow the correct steps to easily achieve the desired outcomes.

A BPM solution becomes particularly valuable when a business process requires data and information exchanges among multiple collaborators and business information systems. With traceability of exchanges, it is also relevant when you need to measure the performance of a business process for audit reports, for example.

As for CRM, it typically includes workflow functionalities that ensure optimal management of your client portfolio and are suitable for short-duration processes, such as call tracking. This feature is especially useful when creating a sales lead, for instance.

A Simple and Visual Tool Integrating Customer Relationship Management for Creating New Processes

Save time with intuitive and practical visual design tools provided with your BPM solution! Certain features will assist you in quickly creating workflow templates that are useful for various business processes.

With its visualization tools, your BPM tool will gather all relevant information from your CRM and ERP, enabling you to easily access the right information at the right time.

BPM and CRM to Make Life Easier for Internal Users

It is often necessary to consider information from multiple systems (ERP, HR, etc.) to make informed decisions. That's why quick accessibility to a BPM solution that consolidates all the company's information systems can be essential.

Fast access to decision-relevant information will provide maximum convenience for users. They will be able to track the progress of an established process by accessing information from other systems, such as the ERP, and collaborating with relevant team members.

CRM users will have easy access to all the information and tools they need to act in the best interest of the company, improve its performance, productivity, and customer service quality. They will be able to quickly create forms for business applications, among other capabilities.

A BPM-CRM software to extend customer relationship management (XRM)

By combining multiple applications and solutions into a single platform, we enter what is called "XRM", which is an extended Relationship Management model.

This evolution of Customer Relationship Management takes into account the entire functioning of the company as well as all its key internal actors. You will thus optimize all the external relationships maintained by the company (partners, customers, prospects, shareholders...) in an optimal way.

This comprehensive and powerful solution allows you to automate all relational processes through visual and interactive tools that bring together all essential information for decision-making within the company.

As you have understood, Geoprod is a solution that will benefit both your employees and your company. With the BPM-CRM software, you will be able to monitor and manage the processes in place from a single platform. You will be able to analyze and evaluate all your employees, as well as manage all incoming, outgoing and circulating information exchanges internally. Communicating and collaborating optimally has never been easier!