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CRM (Customer Relationship Management)

Process Patterns

AuraPortal has reached an unprecedented goal: The complete integration of all CRM (Customer Relationship Management) functionalities and operations into the enterprise BPMS (Business Process Management Suite) by means of four Process Patterns.

Process Patterns are classes of processes of general application already prepared by AuraPortal or its partners that contain the knowledge and structure for ensuring smooth and effective operations related to a given subject or within a particular environment. In other words, a Process Pattern is like a ‘prêt-à-porter’ tailored suit. You buy it practically finished and ready to be used. Only small details strictly related to the user’s specific circumstances need to be defined.

In the Customer Relationship Management (CRM) realm, AuraPortal has developed 4 Process Patterns that cover all requirements of a complete CRM application as indicated below. The first two are for Marketing Automation and the other two for Service Automation.

Marketing Automation
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1. Marketing Campaigns
See video on Marketing Campaigns

Process Pattern for the design and follow-up of Marketing Campaigns including General and Direct Marketing to prospects and profiled customers (up-selling and cross-selling) in a variety of marketing channels online and offline.

More on CRM Marketing Campaigns
2. Sales Opportunities Follow-up

Process Pattern for Sales Opportunities follow-up with sales force coordination and the automation of Offer documents creation and tracing.
More on CRM Sales Opportunities Follow up

Service Automation
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3. Interactive Window

This Process Pattern allows for communication and collaboration with all kinds of agents like Customers, Suppliers, Visitors, etc. thru the enterprise Web site and Email in a very powerful and automated environment using Web 2.0, 3.0 features. All kinds of imaginable matters may be dealt from this platform.
More on CRM Interactive Window

4. Call Center

This Process Pattern takes care of the services provided to customers via a centralized phone/fax/email/tasks etc. system. There are different ways to give support to this Process Pattern and therefore they are not described here. If you have interest on this Process Pattern contact AuraPortal, Commercial Division.
Make Enquiry about Call Center

  
 


European Union Funds invested in this Project.

BPM مصمم نماذج إدارة نظم سير العمل

التدريبية BPM دورات

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