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
Sales pipeline by cases for bpm'online
"Sales pipeline by cases" add-on allows displaying several sales pipelines based on specified cases in dashboards.
The add-on is a good fit for managing several sales processes that require configuration of different cases, for example, direct and partner sales. Using this add-on makes it easy to analyze the sales for each case separately, monitor and compare the results.
The sales pipeline can be configured only for cases that are developed in the opportunity section standard page. The case in custom page created by the user will not be displayed in the sales pipeline designer.
1. Add dashboard. Go to "Opportunity" section > "Dashboard" > "Sales pipeline" tab > "Actions" > "Edit". Press "+" button and create "Sales pipeline".
2. Setup sales pipeline. Fill in "Case" field and standart sales pipeline fields in pipeline designer. To create common sales pipeline without specified case don't fill in "Case" field. Save changes.
To keep this app free of charge support is provided only by email.