BPA CRM Add-ons

BPA Workflow - www.workflow-sharepoint.com - is a unique workflow solution dedicated to end users. Our intention is providing end users with a user friendly workflow solution.

BPA Workflow extends standard workflow capabilities from SharePoint.

Unlike other SharePoint workflow solutions, BPA Workflow provides data flow management plus form management.

It runs on both SharePoint and non-SharePoint environment allowing your external partners to participate in workflows.

BPA Query provides end users with a simple tool to build advanced Boolean queries based on all available lists and fields of a SharePoint site.

Users can add as many conditions as needed on all available fields and lists using operators like: >, <, =, is empty,...

For instance you can select contacts where the company is located in Switzerland and with open sales opportunities.

You can save your queries as shared reports.

BPA Replication allows a site administrator to replicate or aggregate lists and libraries in different CRM sites or sub-sites even in different server farms.

Replication can be launched automatically (e.g. when an item is created), manually or as a scheduled task.

For example BPA Replication will be useful to aggregate opportunities located in different CRM sub-sites into a single home site.

This Web Part is also useful to copy sites and lists or export archives to other sites or servers.

BPA Outlook Connector is a highly customizable add-on to instantly copy an Outlook email, event, task or contact in any BPA CRM list.

BPA OWA Connector is an add-on to instantly copy an Outlook Web Access (OWA) email in BPA CRM.

BPA Web Connector is a useful Web Part to copy information submitted in a Web Form to BPA CRM.
For example this tool is useful to have your Web leads directly saved in BPA CRM.

BPA External Data Connector can pull external data into SharePoint lists. This connector can be adapted to many different database types. For instance you could push new contact information from your ERP into BPA CRM.

BPA Mail Merge is a Web Part to generate Word documents merging SharePoint list items.

The generated document can contain many merge fields to be replaced by SharePoint list items.

For instance you can generate a quote based on a contact and opportunity lists. The correct values for the contact and linked opportunity will be replaced without editing the document.

This Web Part is also useful to generate printable reports of list items.

BPA Permissions is a useful Web Part to dynamically manage permissions for your CRM data. An automatic workflow will grant permissions to the right people or team for their related data.

For instance a US opportunity will be displayed to US sales reps only. Administrators can simply publish permission rules based on field conditions.

BPA Data Editor is a powerful add-on enhancing the standard SharePoint edit layer.

Possible options are improved lookup fields or cascading lookups. It's also possible to change permissions on fields in the same form. Users can further assign multiple tasks to many people.

BPA Mobile is a powerful add-on enhancing the standard SharePoint mobile views. Sales people can use BPA CRM with a smart phone displaying simple text views.

All navigation and edit capabilities are possible like in a browser. For example you can display all related activities for a contact. Intelligent lookups are also available.