Bpm’online is the Future of CRM

Over the past year or so, most of my time has been spent working with bpm’online. It’s been my primary focus and an amazing journey – it’s made me excited about CRM all over again. I’ve been working with Infor CRM (Saleslogix) since it’s very first public release (I think that was 1997). It’s been great, but to be honest, it’s falling behind – and more behind each year.

If you’ve not yet looked at bpm’online, it’s time. It is a rock solid CRM, but it’s way more than just CRM. It is modern, looks nice, and fun to use – but way more than that too. The whole thing is built on top of a process engine. This is what makes it amazing. The reason this is such a huge deal, is that your CRM data becomes interactive. It’s more than just a database with screens to view and collect data. You data actually *does* stuff. This is the first time I’ve used CRM that it actually delivers on what CRM has always attempted to do – making users jobs easier. I’ve been working with CRM long enough to know that users don’t like CRM. Management does. Users do not. It typically makes their job harder. More data entry, just so management can see what is going on. Bpm’online is the first time I’ve experienced the opposite. It *does* things with the data that removes tasks from the long list of things I need to get done. This is why the fact that the entire CRM system is built on a process engine is such a big deal. It’s not an afterthought. It started with the process engine and then created CRM on top of it. (BTW, Scott recently wrote an article about The Future of CRM on this same topic as well)

Anyway, enough of talking it up. I’m not in sales lol. The point of this post is mainly to introduce this topic. I’ll be blogging about bpm’online here as well as Infor CRM. Our Infor CRM (Saleslogix) content won’t be going away. We’re starting to think of ways to organize things here so you can see both topics if you want, or just see the Infor or bpm’online content only. We still work with Infor CRM (but honestly I prefer working with bpm’online) so we’ll always have Infor content here, even new content, as well.

For the technical people that follow my blog. Bpm’online has a Javascript front end and a C# back end. It’s all familiar technologies if you’ve been working with Infor CRM. To be honest, it blows Infor CRM out of the water (and that 1000x for the Mongoose/MT version). The app is architected extremely well. It takes some getting used to at first, but once it clicks it’s so much easier to work with, not to mention so much more enjoyable. It uses modern coding practices, standards, and tech. For UI changes you’ll be working in all Javascript (although the wizards work amazingly well and remove the need for code at all for most mundane or simple changes). For code in processes, entity events, or custom webservice endpoints that you’ll consume from the UI javascript code in the UI, that is all in C#. You can do most tasks in the business processes without even writing any code, that even includes calling other external web services. While Customer FX was migrating from Infor CRM to bpm’online for our own internal systems (and we had users still in both systems), I created a business process that pushed updates from bpm’online to Infor CRM via the Infor SData API and I was able to do this without writing any code at all. I do things with bpm’online all the time that amaze me and think about how much more time it would have taken me to create the same thing for Infor. There’s just no comparison.

Well, the cats out of the bag. Topic introduced. I have about 50 or so blog posts somewhat written already, so once I get them polished up, you’ll be seeing regular bpm’online content here. Stay tuned.

ABOUT THE AUTHOR

Ryan Farley

Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

2 Comments

  1. Hi Ryan,

    I have enjoyed your posts so far on bpm’online. Really insightful and filled with technological nuggets!

    Keep up the awesome work, and excited to see what you post next!

    Reply
    • Thanks Philip!

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