| Features |
BPA CRM
Standard |
BPA CRM Professional |
BPA CRM Enterprise |
|
Sales Force Automation |
| Manage accounts, contacts, opportunities and
activities |
 |
 |
 |
| Have a shared team calendar with colors |
 |
 |
 |
| Copy Outlook emails in BPA
CRM (BPA Outlook Connector) |
 |
 |
 |
| Generate mail merged
documents (BPA Mail Merge) |
 |
 |
 |
| Get
advanced item-level permissions
(BPA Permissions) |
 |
 |
 |
| Mobile access to BPA CRM
(BPA Mobile) |
 |
 |
 |
| Offline access to BPA CRM |
Q2 2010 |
|
Marketing |
| Manage marketing campaigns |
 |
 |
 |
| Mass select campaign members
(BPA Query) |
 |
 |
 |
| Send emails to campaign
members |
 |
 |
 |
| Mass mail merge documents
(BPA Mail Merge) |
 |
 |
 |
| Connect BPA CRM to your web site
(BPA Web Connector) |
 |
 |
 |
| Customer Service |
| Manage customer cases and solutions |
 |
 |
 |
| Create a case from an email
(BPA Outlook Connector) |
 |
 |
 |
| Have a self-service support
portal |
Q2 2010 |
| Collaboration |
| Have advanced documents and
attachments management |
 |
 |
 |
| Have advanced alert and workflow management |
 |
 |
 |
| Send emails directly from BPA CRM |
 |
 |
 |
| Manage Email templates |
 |
 |
 |
| Manage news, calendars, links, surveys, discussion
boards, blogs, wikis and pictures |
 |
 |
 |
| Automation |
| Automate your CRM processes with SharePoint Designer |
 |
 |
 |
| Receive automatic alerts |
 |
 |
 |
| Dynamically manage
item-level permissions (BPA
Permissions) |
 |
 |
 |
| Manage advanced forms and
workflow rules (BPA Workflow) |
 |
 |
 |
| Analytics |
| Display real time metrics in a prebuilt dashboard |
 |
 |
 |
| Export CRM data in an Excel
spreadsheet |
 |
 |
 |
| Display graphical charts in
BPA CRM |
 |
 |
 |
| Build advanced multi list reports (BPA
Multi List Query) |
 |
 |
 |
| Integrated CRM |
| Be natively integrated to Microsoft Office and
Technologies |
 |
 |
 |
| Copy Outlook emails in BPA
CRM (BPA Outlook Connector) |
 |
 |
 |
| Copy OWA emails in BPA CRM
(BPA OWA Connector) |
 |
 |
 |
| Connect BPA CRM with external data (BPA
External Data Connector) |
 |
 |
 |
| Connect BPA CRM with your web site
(BPA Web Connector) |
 |
 |
 |
| Connect BPA CRM with OCS
(OCS Connector) |
 |
 |
 |
| Advanced features |
| Get intelligent edit
capabilities (BPA Data Editor) |
 |
 |
 |
| Get advanced item-level
permissions (BPA Permissions) |
 |
 |
 |
| Get cross site/server
replication capabilities (BPA
Replication) |
 |
 |
 |
|
Custom applications |
| Have a fully customized CRM solution in hours with
no development |
 |
 |
 |
| Add your custom lists, fields, views, tabs, pages or
web parts |
 |
 |
 |
| Extend to other business applications like Project,
Quality or Recruiting management |
 |
 |
 |