BPA CRM for SharePoint
 
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Customer Service for SharePoint

Customer Service for SharePoint Benefits from BPA CRM SharePointCreate a case from an Email
Benefits from BPA CRM SharePointAutomate your support processes
Benefits from BPA CRM SharePointBuild a Solution Knowledge Base
Benefits from BPA CRM SharePointHave a Customer Self-Service Portal
Benefits from BPA CRM SharePointAnalyze Customer Support Performance



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.
CREATE A CASE FROM AN EMAIL AUTOMATE YOUR SUPPORT PROCESSES
With BPA CRM end users can simply create and assign a new case from an incoming Outlook email in one click. No need to retype any information. Even attachments will be automatically linked. Your concerned support people will get an automatic alert about the new case.

Using standard SharePoint workflow capabilities you'll be able to quickly automate your case attribution process sending automatic alerts for the concerned people in the different steps. Automating your support processes will reduce your costs and increase your customer satisfaction.

BUILD A SOLUTION KNOWLEDGE BASE HAVE A CUSTOMER SELF-SERVICE PORTAL

Increase your support efficiency with a solution database. Your customer service people will be able to select existing solutions to quickly close recurring cases.

Because SharePoint is multi-tenant you'll be able to open a dedicated self-service portal for your external partners or customers to log their cases and read your published solutions.

ANALYZE SUPPORT PERFORMANCE

End users will be able to export any CRM data in a spreadsheet ready to build advanced reports or pivot charts. Using the built-in dashboard you'll get real time metrics of your support processes. Our browser-based query tool allows end users to quickly build advanced queries bases on all available CRM data.

 

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