BPA CRM for SharePoint
 
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BPA CRM packaged Solutions

Choosing BPA CRM Standard you’ll be able to select your needed BPA add-ons and tailor you CRM solution to your needs. You pay only for what you need.
 
Or you can start with prebuilt packaged solutions including preselected add-ons to lower your costs.

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




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