BPA CRM SharePoint Detailed Features
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BPA CRM SharePoint is an out-of-the-box ready-for-use CRM
solution which covers sales, marketing, customer service,
automation and other collaborative features.
BPA CRM SharePoint becomes a very powerful integrated CRM
solution using the BPA Outlook Connector, BPA Outlook
Synchronization, BPA External Data Connector or other add-ons.
These add-ons are priced separately. |
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SALES FORCE AUTOMATION |
| Manage accounts, contacts, opportunities and
activities |
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| Have a shared team calendar with colors |
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| Quickly generate documents merging CRM data (BPA
Mail Merge) |
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| Move Outlook emails, events and contacts in BPA CRM
(BPA Outlook Connector) |
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| 2-ways synchronize BPA CRM data in Outlook (BPA
Outlook Synchronization) |
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MARKETING |
| Manage marketing campaigns |
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| Display campaign metrics in the dashboard |
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| Mass select your campaign members (BPA Multi List
Query) |
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| Mass send emails to your campaign members |
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| Connect BPA CRM to your web site |
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CUSTOMER SERVICE |
| Manage customer cases and solutions |
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| Automate your CRM processes with alerts and workflow |
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| Create a case from an email (BPA Outlook Connector) |
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| Connect BPA CRM to your web site |
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COLLABORATIVE CRM |
| Have advanced documents and attachments management |
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| Have advanced alert and workflow management |
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| Send emails directly from BPA CRM |
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| Manage Email templates |
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| Manage news, calendars, links, surveys, discussion
boards, blogs, wikis and pictures |
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AUTOMATION |
| Automate your CRM processes with SharePoint Designer |
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| Receive automatic alerts |
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| Dynamically manage permissions |
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PARTNER MANAGEMENT |
| Have additional CRM sites for your internal services
or partners |
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| Replicate or aggregate data in the different CRM
sites |
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MOBILE ACCESS |
| Access to CRM data in simple-text with a mobile
device |
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| 2-ways synchronize BPA CRM data in Outlook (BPA
Outlook Synchronization) |
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ANALYTICS |
| Display real time metrics in a prebuilt dashboard |
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| Export CRM data in Excel Spreadsheets |
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| Build advanced reports directly in BPA CRM (BPA
Multi List Query) |
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INTEGRATED CRM |
| Be natively integrated to Microsoft Office and
Technologies |
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| Move Outlook emails, events and contacts in BPA CRM
(BPA Outlook Connector) |
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| 2-ways synchronize BPA CRM data in Outlook (BPA
Outlook Synchronization) |
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| Connect BPA CRM to external data like ERP data (BPA
External Data Connector) |
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| Connect BPA CRM to your telephony system |
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| Connect BPA CRM to your web site |
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CUSTOM APPLICATIONS |
| Have a fully customized CRM solution in hours with
no development |
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| Add your custom lists, fields, views, tabs, pages or
web parts |
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| Extend to other business applications like Project,
Quality or Recruiting management |
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