Compare ESM Suite vs bpm'online sales

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Crozscore:

60%
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25%
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Crozscore:

84%
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100%
43%
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Software Description:

The ESM Suite helps organizations spend less time managing the process of strategic planning, and more time making better strategic decisions. ESM helps organizations design, track, and adapt their strategic plan over time through automated Balanced Scorecards, KPI monitoring, and strategic initiative management.

Organizations can track their strategy from the organizational level and cascade plans to business units and individuals.

Software Description:

Bpm'online sales is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Bpm'online recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.

Product Features

  • 360° customer view
  • Opportunity management
  • Orders and invoices
  • Sales forecasting
  • Products and services
  • Collaboration tools
  • Quote management
  • Contract management
  • Document flow automation
  • Project management
  • Field sales

Features:

  • Feedback Management
  • Notifications
  • Multi-User
  • Data Visualization
  • Analytics
  • Dashboard
  • Project Management

Features:

  • Referral Tracking
  • Batch Permissions & Access
  • Password & Access Management
  • Social-Media Integration
  • Contact Sharing
  • Expense Tracking
  • Multi-Currency
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Supplier Management
  • Lead Scoring
  • Project Management
  • Inventory Tracking
  • File Sharing
  • Data Import
  • Data Visualization
  • Data Export
  • Multi-User
  • API
  • Audience Targeting
  • Budgeting
  • Contact Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Marketing Automation
  • Google Apps Integration
  • Notifications
  • Lead Management
  • Email Integration
  • Forecasting

Summary:

  • Balanced Scorecard automation software

  • Quickly lay out your strategic plan in one powerful tool

  • Track and visualize key performance indicators with charts and online reporting

  • Monitor your project portfolio, track milestones and tasks, and align initiatives to strategy

  • Align business units to a central vision with cascading Balanced Scorecards

  • Eliminate slideware hassle with instantly generated strategic reports and documents in PDF, PPT, and Excel.

  • Visualize your plan with dynamic strategy maps

  • Align employees to the organizational plan with Personal Balanced Scorecards and employee reviews.

Summary:

    No key features associated with this application.

Pro

$880.00
per month
Included in plan:
  • Everything in free
  • Custom Balanced Scorecard Templates
  • Design Dynamic Strategy Maps
  • Configuration Training
  • Dedicated Account Manager
  • Balanced Scorecard Automation
  • and more...

Free

Free
Included in plan:
  • Design your Balanced Scorecard or strategic plan
  • Excel Exports
  • Create Objectives, Measures, and Initiatives all in one tool
  • SWOT Analysis
  • PESTEL Analysis
  • Porter's 5 Forces
  • Change Agendas

Team

$25.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Customization and administrative tools
  • Out-of-the-box process for large sales
  • Products and services

Commerce

$30.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Orders and invoices
  • Products and services
  • Product catalogue management

Enterprise

$50.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Opportunity management
  • Out-of-the-box process for large sales
  • Orders and invoices
  • Sales forecasting
  • Contract management
  • Products and services
  • Product catalogue management
  • Project management

FAQs:

    Does this service offer an API?
  • Yes. ESM uses it's web services API to integrate with a wide variety of business intelligence system.

  • What platforms does this service support?
  • ESM supports all modern browsers and mobile devices browsers.

  • Does this service offer guides, tutorials and or customer support?
  • Video tutorials, guides, and customer support are all offered right in ESM. In addition, we host over 1,000 Balanced Scorecard articles, research, and best practice examples.

  • Who are the main user groups of this service?
  • Small-to-enterprise size organizations interested in making the strategic planning and Balanced Scorecard management process faster and easier.

  • Does this service offer multi-user capability (e.g. teams)?
  • Because we believe that your strategy should engage your entire company, ESM has an unlimited user licensing model. Permissions and security are controlled with a robust role-based system per team.

  • What is this service generally used for?
  • Organizations can quickly design their strategic plan, share their Balanced Scorecard, and track progress over time. ESM helps clients:

    save time by instantly generating strategy meeting reports and documents
    communicate the strategic plan with online views
    create a single version of the truth that eliminates the need for compiling hundreds of presentation slides

FAQs:

    Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • What is this service generally used for?
    • Account and contact management
    • Intelligent data enrichment
    • Data enrichment through social media
    • Profile completeness
    • Customer segmentation
    • Interactions and communication history
    • Search and merge duplicates
    • Customer database analytics
  • What are some applications this service is commonly used in tandem with?
    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

Publisher:

Founded:
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Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses ESM Suite
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English, Chinese, Spanish, Arabic, French
Regional Restrictions:
No restrictions.

Other:

Who uses bpm'online sales
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Polish, Turkish, Hebrew, Russian, Spanish, German, Italian, Arabic, Portuguese, French
Regional Restrictions:
No restrictions.
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