Analytical CRM for SharePoint
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 Display
real-time Metrics in a Dashboard
Export
your CRM Data in a Spreadsheet
Build
advanced Reports in BPA CRM
Get
Business Intelligence in BPA CRM
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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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DISPLAY REAL TIME METRICS IN A DASHBOARD |
EXPORT YOUR CRM DATA IN A SPREADSHEET |
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The BPA CRM built-in dashboard provides a snapshot view on your CRM
processes. Colored flags will give you instant information about your processes.
From the dashboard users will be able to drill down to display items details and
quickly assign tasks to the concerned users. Using workflow the concerned end
users will get automatic alerts in case of red flags.
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End users will love the way you can quickly export CRM data
to a spreadsheet and build filtered reports or pivot charts like
your sales forecasts. These reports can be saved in BPA CRM
enabling end users to display and refresh data.
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BUILD ADVANCED REPORTS IN BPA CRM |
GET BUSINESS INTELLIGNECE IN BPA CRM |
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This powerful add-on allows end users building advanced
queries based on all CRM fields directly in BPA CRM. Complex
Boolean queries can be saved, reloaded, modified and executed
later. Queries can be saved as shared reports for all users.
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Microsoft SQL Server Reporting Services enables you to
transform valuable CRM data into shared information for timely
decisions at a lower total cost of ownership.
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