BPA CRM SharePoint

CRM software for SharePoint 2007

BPA CRM SharePoint 2007 - www.crm-sharepoint.com - is a Customer Relationship Management solution based on SharePoint 2007 technologies (WSS 3.0 or MOSS 2007).

BPA CRM SharePoint is a user friendly solution to be used daily by your internal people or external partners and agencies. BPA CRM SharePoint is a highly customizable solution making it easy to tailor your CRM to your needs.

BPA Outlook Connector for SharePoint makes it easy to move your emails into the activity history of the related customer.

BPA CRM SharePoint is available on-premise or as Software as a Service (SaaS).

Features

• Account and contact management
• Opportunity management
• Activity management (emails, calls, meeting reports…)
• Marketing campaigns management
• Document management (quotes, orders, price lists, etc)
• Customer service management (cases, solutions)
• Statistical reports (forecasts, pending activities,...)
• Powerful search engine

Benefits

• Better follow and close deals
• Centralize and share customers information
• Create a shared knowledge base
• Reduce customer service answering time
• Lead efficient marketing campaigns
• Better follow and convert leads into customers
• Display reports on customer activities
• Share email and document templates
• Quickly access to customer’s information