BPA CRM SharePoint - CRM Template for SharePoint
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 Sales
Force Automation
Marketing
Automation
Customer
Service
Automation
Collaboration
Partner
Relationship Management
Integrated
CRM
Analytics
Mobile
and Offline Access |
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BPA CRM SharePoint is a unique and complete CRM
Solution built on SharePoint.
BPA CRM SharePoint is a very user friendly,
affordable and 100% customizable application that will
drive user adoption, maximize rapidly your SharePoint
investment and lower your CRM costs.
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SALES FORCE AUTOMATION |
MARKETING |
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Importing your existing data in BPA CRM for SharePoint
is a simple copy and paste. Working with BPA CRM is as
easy as browsing a web site. Your sales reps will love
it to track their daily calls, emails, tasks, events and
opportunities even if offline. BPA CRM is natively
integrated to Microsoft Office and SharePoint making it
easy to automate your sales processes.
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BPA CRM is a simple tool to manage marketing campaigns
like trade shows, newsletters or distribution lists. End
users will be able to simply mass select contacts
building advanced queries on all available CRM fields
and lists (e.g. all US leads with at least one open
opportunity) and send them a mass email using prebuilt
email templates. The real time dashboard will highlight
your campaigns ROI. |
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CUSTOMER SERVICE |
AUTOMATION |
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Logging a case from an email is a simple mouse click. Your
support team will be automatically alerted for incoming cases.
Using simple workflow rules you'll be able to automate your
customer service process helping your support team to quickly
deliver adapted solutions. Real time metrics will let you know
about overdue cases. Opening a dedicated self service portal to
your customers you'll be able to synchronize cases and solutions
with your internal BPA CRM site. |
BPA CRM provides advanced automation capabilities like alerts
or workflows. As an end user you'll be able to simply define
alerts on your selected relevant lists like opportunities or
cases. Automating your CRM processes will reduce your sales and
support lifecycles maximizing your revenues and reducing your
costs. Adding workflow rules to your CRM processes won't need
any coding or development.
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COLLABORATION |
PARTNER RELATIONSHIP MANAGEMENT |
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BPA CRM is a unique solution providing a complete CRM and
collaborative framework. BPA CRM is built on SharePoint
providing end users with all SharePoint native collaboration
features like advanced document and picture management, surveys,
wikis and discussion boards. Further you'll be able to automate
your CRM processes using workflows or enhance your solution with
hundreds of available web parts.
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BPA CRM is a unique solution to have your entire sales
channel sharing one single application. Unlike other CRM
applications BPA CRM allows you to have dedicated CRM sites for
your internal departments, subsidiaries or external partners
with different customization and access rights. Sharing or
aggregating lists between the different sites is very simple
using our replication add-on.
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INTEGRATED CRM |
ANALYTICS |
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BPA CRM drives user adoption because it's natively integrated to
Microsoft Office, SharePoint and other Microsoft technologies
like Exchange or SQL Server. Using MOSS, BPA CRM becomes even
more powerful offering advanced business intelligence or dynamic
Forms Services. BPA CRM can connect to external data, a
telephony system or a web site using web services or connectors. |
End users will love the way exporting data in a spreadsheet
and having a synchronized pivot chart in a mouse click. The
built-in dashboard display real time metrics on your CRM
processes like the cases answering time. Using the browser-based
query builder end users will be able to simply generate advanced
reports on all available CRM data. Further reporting is possible
using SQL Reporting Services.
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MOBILE AND OFFLINE ACCESS |
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Have your CRM most relevant information in Outlook even if
staying offline. End users will be able to synchronize any CRM
list or view like my contacts or my latest activities within
Outlook or a mobile device. Wireless access to BPA CRM is also
possible displaying lists with simplified text.
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