CRM Applications for SharePoint

BPA CRM is a simple tool to manage marketing campaigns like trade shows, newsletters or distribution lists. End users will be able to simply mass select contacts building advanced queries on all available CRM fields and lists (e.g. all US leads with at least one open opportunity) and send them a mass email using prebuilt email templates. The real time dashboard will highlight your campaigns ROI.

Logging a case from an email is a simple mouse click. Your support team will be automatically alerted for incoming cases. Using simple workflow rules you’ll be able to automate your customer service process helping your support team to quickly deliver adapted solutions. Real time metrics will let you know about overdue cases. Opening a dedicated self service portal to your customers you’ll be able to synchronize cases and solutions with your internal BPA CRM site.

BPA CRM is a unique solution providing a complete CRM and collaborative framework. BPA CRM is built on SharePoint providing end users with all SharePoint native collaboration features like advanced document and picture management, surveys, wikis and discussion boards. Further you’ll be able to automate your CRM processes using workflows or enhance your solution with hundreds of available web parts.

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.

BPA CRM is a unique solution to have your entire sales channel sharing one single application. Unlike other CRM applications BPA CRM allows you to have dedicated CRM sites for your internal departments, subsidiaries or external partners with different customization and access rights. Sharing or aggregating lists between the different sites is very simple using our replication add-on.

Have your CRM most relevant information in Outlook even if staying offline. End users will be able to synchronize any CRM list or view like my contacts or my latest activities within Outlook or a mobile device. Wireless access to BPA CRM is also possible displaying lists with simplified text.

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 fields and lists. Further reporting is possible using SQL Reporting Services.

BPA CRM drives user adoption because it’s natively integrated to Microsoft Office, SharePoint and other Microsoft technologies like Exchange or SQL Server. Using MOSS, BPA CRM becomes even more powerful offering advanced business intelligence or dynamic Forms Services. BPA CRM can connect to external data, a telephony system or a web site using web services or connectors.

Because your business is unique so should be your CRM solution. BPA CRM is probably the most customizable CRM that won’t need any coding. Do you need to rename tabs or add a new product list? Having a customized CRM is just as simple as playing Lego. You can even extend BPA CRM to other prebuilt business applications like Project, Quality or Recruiting management.