Partner Relationship Management for SharePoint
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Create
dedicated CRM Sites
Have
a Customer Self-Service Portal
Replicate
Data in the CRM Sites
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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
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CREATE DEDICATED CRM SITES |
HAVE A CUSTOMER SELF-SERVICE PORTAL |
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Create a new CRM site will just need 30 seconds. This makes BPA CRM a
powerful tool to have dedicated CRM sites for your internal departments or
external offices with different permissions and customization. This way each
organization will get its tailored CRM solution with dedicated items.
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Having a self-service portal for your customers is a good way
to let them filling out their requests to shorten your support
process. You’ll get automatic alerts when a new case is
published. The cases will automatically replicate in your own
CRM site. You’ll be able to publish your solutions in your CRM
and they will replicate back in the self-service portal.
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REPLICATE DATA IN THE CRM SITES |
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This powerful add-on enhances your CRM capabilities to
replicate or aggregate data between the different CRM sites.
You’ll be able to consolidate opportunities from many CRM sites
in a single site or share specific contacts between different
CRM sites.
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