CRM Automation for SharePoint
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Automate
your CRM Processes
Dynamically
manage Permissions
Be
alerted for your concerned items
Get
advanced workflow capabilities
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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.
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AUTOMATE YOUR CRM PROCESSES |
DYNAMICALLY MANAGE PERMISSIONS |
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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.
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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.
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BE ALERTED FOR YOUR CONCERNED ITEMS |
GET ADVANCED WORKFLOW CAPABILITIES |
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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.
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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.
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