BPA CRM extends the powerful SharePoint platform with many reporting tools.
Users will love the way to extract data from the system and build reports or
pivot charts in seconds.
Managers will have one single cockpit to pilot all important financial and CRM
KPIs with visual scorecards.
Using a self-service portal to support our clients/partners makes our
team much more efficient. We receive requests on one single channel.
Support emails and calls have been drastically reduced. We can now close
client requests faster.
Features
- Export data in a formatted spreadsheet and build pivot
charts in seconds
- Track late items, overdue tasks, inactive accounts… with
colored flags in a dashboard
- Display real time graphical charts like gauges, funnels
and many others
- Manage all KPIs in scorecards
- Build powerful reports using our browser-based query
builder
Benefits
- Measure CRM performance in real time
- Track all KPIs in one single cockpit using visual
scorecards
- Build powerful reports in minutes
- Take faster decisions