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

Automating your CRM processes doesn’t need any development. A simple wizard will help you publishing advanced workflow based on conditions and actions like assigning a task to a group when an opportunity is at a certain stage. Many automated actions are possible like sending emails, assigning tasks, creating items or changing values on fields.

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.

Using third party workflow tools BPA CRM can become a very powerful solution. Using graphical workflow capabilities end users will be able to better understand the validation processes. Features like task delegation or approval in natural language are possible.