CRM Automation for SharePoint

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. The BPA Workflow add-on provides a complete and easy to use workflow solutions extending standard SharePoint capabilities.

Adding workflow rules to your CRM processes won’t need any coding or development.

Automating your CRM processes doesn’t need any development. The BPA Workflow add-on provides a complete and easy to use workflow solution extending standard SharePoint capabilities. BPA Workflow makes it possible to have a complete helpdesk solution with automatic expert selection or an automated opportunity tracking process.

Workflows will be helpful to define permissions on your different list items based on conditions. This way only authorized people will be able to display their related items. This powerful add-on allows defining permissions based on hierarchical or geographical profiles.

Each end user can post alerts on all available CRM topics. An automatic email notification will be sent when a new item is published or edited in your selected lists like opportunities or cases. Users will even be able to define the alert frequency like immediate, daily or weekly.

BPA Workflow add-on 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.