Articles by Brianna Ojard

Need Better Lead Management? Look to This Award Winner

Bpm’online continues to be recognized as a first-rate CRM. Last month we shared that bpm’online has been recognized as a CRM Market Leader by CRM Magazine in 3 key categories.  This month we’re pleased (but not surprised) to announce that bpm’online has done it again, this time being recognized as a Leader in The Gartner’s […]

This is The Most Unique Renaming Event Ever!

Taking place October 30th, 2019 at 10am EDT.                     Bpm’online is getting a new name.  What?!?  That’s right, after 17 years the name is getting an overhaul to better represent the company they’ve become and their strong belief that everyone should be able to automate ideas […]

The CRM Magazine 2019 Award Results Are In

Bpm’online leads in 3 important categories. Every year CRM Magazine releases their CRM Market Leader Award winners and this year bpm’online was acknowledged as a CRM Market Leader.  Anaysts from various industry experts such as Forrester Research, Nucleus Research, and G2Crowd, judged the leading CRM vendors to choose the top five solutions in nine different […]

3 Reasons You Don’t Want to Miss This Webinar

Join us on Wednesday, August 21st at 2pm CDT Are you registered for this week’s bpm’online webinar? If the answer is no, we think you should reconsider. Here are the top 3 reasons you should join us: Familiarize yourself with what the next generation of CRM solutions can do. Learn about the transition to low-code/no-code […]

Bpm’online v7.14.2 Has Been Released

Learn about the new features in this release. Bpm’online is committed to providing regular updates that will accelerate your your business, and v7.14.2 is no exception.  Highlights of this update include: Bpm’online Marketing   Macros are now connected to the [Audience] detail in the [Sender’s name] and [Email] fields. For example, if the email body […]

Bpm’online is a Leader in Sales Force Automation

Gartner’s 2019 Magic Quadrant for Sales Force Automation has been released.   Bpm’online moved from the Sales Force Automation Challenger category in 2018 to Leader in 2019.   Gartner found that one of the strengths of bpm’online, among many, was product execution: “Bpm’online provides a UI that is easy to follow and modern. The sales product […]

Bpm’online Shines in the Digital Process Automation Category

The Forrester Wave report is out puts bpm’online near the top. You may have heard that bpm’online is a modern, adaptable, and feature rich CRM system, but did you know that it is also a processes powerhouse?  The recently release Forrester Wave report put bpm’online is its ‘Strong Performer’ category for Digital Process Automation based […]

What You Need to Know About Cloud Security and AWS

  As you’ve probably noticed, more and more software is being offered as SaaS, which means more and more data is being stored in the cloud. The ease of being able to access the information you need from literally anywhere with an internet connection is tempered with concerns about security.  Data security is a top […]

New Features Added to InboxGuru Just in Time for Spring

Spring has sprung!  It’s that wonderful time of year when birds return from winter migration, the trees begin to bud, and the sun is still out when you return home from your work day.  It also happens to mean new features from InboxGuru to make your email marketing campaigns even better.  Here are some of […]

Bpm’online v7.13.3 Offers Impressive List of New Features

      Bpm’online is dedicated to making improvements and creating fixes that will help accelerate your business, and the latest release is no different.  Version 7.13.3 adds new features to marketing, service, core functions, the mobile app, business processes, and development tools.  You’ll also find a few bug fixes sprinkled in.  Some new features […]

BI for Infor CRM: Advanced Analytics Out, Birst In

  For a very long time Advanced Analytics was the main Business Intelligence (BI) tool available for Infor CRM but, as you may have heard, Advanced Analytics is slowly fading away into the sunset.  It is no longer for sale through Infor and 2020 is the year the product reaches its EOL.  However, Infor’s not […]

Infor is Redefining Severity Levels

Changes go into effect February 25, 2019. Next week the new severity levels for Infor Support will go into effect.  Here is a roll up of the new definitions:   Read the announcement in it’s entirety: Infor Security Level_Update_eng2

CRM Watchlist Winner’s for 2019 Have Been Announced

Bpm’online recognized for the 5th time. The CRM Watchlist for 2019 recently announced it’s winners and bpm’online once again made the cut.  Out of the 73 competitors, 12 were chosen based on a myriad of criteria: Interested in learning more about bpm’online?  Visit our bpm’online product page, sign up for a free trial, or drop us a line.  […]

Infor is Making Changes to Remote Infor CRM Cloud Access

Big changes ahead when Infor CRM v8.4.01 Cloud is released. Infor has announced a big change to RDP access for customers and Business Partners coming with version 8.4.01 Cloud – namely that the access will be removed.  Should a customer or Business Partner require RDP access they will now need to make a request and […]

Expert Advice for Aligning CRM Sales, Marketing, and Service

Reserve your spot for this can’t miss webinar. This month Paul Greenberg, also known as the Godfather of CRM and author of “CRM at the Speed of Light”, is joining with bpm’online to discuss how to use CRM in a way that will align sales, marketing, and service.  Developing alignment of these core areas of CRM […]

Do You Need to Transform Your CRM Strategy in 2019?

You most likely do. Can you believe that in a couple weeks it will be Thanksgiving?  Before you know it we’ll be ringing in the New Year.  And while it may seem like it’s a ways off, now is the time to evaluate your CRM strategy to make sure that in 2019 you fully leverage […]

Using InboxGuru? Whitelist This IP

Important announcement for all InboxGuru users. InboxGuru sent out the following email this morning.  Let us know if you have questions.       Important Update: New IP Address to Whitelist Quick and Simple Happy Friday to all of you! We have a request for each of you before we begin the weekend. Please notify […]

Infor Xtreme Portal is Getting a New Name

Expect to start noticing changes over the coming months. The Infor Xtreme Portal is getting a new name, and I think it’s about time.  There is nothing “extreme” about it, so the name never made sense.  It’s a support portal, where end users and Business Partners go to report issues, search the knowledge base, and […]

Get Informed at Inforum 2018

Bonus: You get to hangout with Scott Weber. Have you registered for Inforum?  Taking place in Washington, D.C. September 24-27, Inforum is Infor’s annual customer event mixing product demos, educational sessions, networking, and entertainment.  And if that wasn’t enough to entice you I’ll sweeten the deal with this tidbit – you can hangout with Scott […]

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