Help you integrate bpm’online with 3rd party applications
Extend the functionality of bpm’online products
Developed on bpm’online platform, software solutions deliver industry specific features and capabilities
Pre-built connectors to integrate bpm’online with 3rd party applications and accelerate productivity
Ready-to-use apps to extend the functionality of bpm’online products
Out-of-the-box solutions that deliver task-specific or industry-specific features and capabilities
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Business process automation, customization, configuration and development on the bpm’online platform services.
Consultation services on marketing, sales and service processes as well as consultations on business process management
Business process automation, customization, configuration and development on the bpm’online platform
Consultation services on marketing, sales, service and business process management
Bpm’online is a 5-Star Partner Program
Award Winner in 2017
Opportunity completeness for bpm'online
The "Opportunity completeness" add-on allows you to customize calculation of the opportunity data completeness based on the selected fields and their values.
The add-on helps sales managers and supervisors to monitor opportunity data completeness using a detailed assessment based on filling out of the selected fields that have special importance, for example, fields in the "Tactics and competitors" tab, opportunity type and category, the source of the opportunity, etc.
1. Add fields to calculate. Go to "System settings"> "Lookups"> "Opportunity completeness settings", add all the fields that should be included in calculating the probability of opportunity. Select the value in the "Field display value" column for lookup fields.
2. Indicate the points. Fill in the number of points in the column "Completeness value". For lookup fields, the number of points will be calculated in accordance with the specified values of this field, for the fields filled by the user points will be added upon the fact of filling in this field. All of these points will be converted into percentage values.
3. Check the calculation. Go to "Oportunites"> "New opportunity", to fill in the fields specified in the lookup step by step, save and check the values of the "Probability" indicator.
To keep this app free of charge support is provided only by email.
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