Easily
mass import your existing Data Increase
Revenue in closing more Deals Work
with Outlook even if Offline Automate
your Sales Processes Analyze
Sales Performance
Importing your existing data in BPA CRM for SharePoint is a
simple copy and paste. Working with BPA CRM is as easy as browsing a web site.
Your sales reps will love it to track their daily calls, emails, tasks, events
and opportunities even if offline. BPA CRM is natively integrated to Microsoft
Office and SharePoint making it easy to automate your sales processes.
MASS IMPORT YOUR EXISTING DATA
INCREASE REVENUE IN CLOSING MORE DEALS
Easily mass import your existing accounts, contacts or any other list from your
existing applications like Microsoft Outlook, Excel or third party software.
Using the datasheet view you'll be able to mass copy and paste your existing
data in BPA CRM.
Because BPA CRM is so easy to use your customer-facing people
will quickly adopt it to track their contacts, activities and
opportunities in the daily business. Using BPA CRM you'll lower
your sales lifecycle and increase revenue in better following
your opportunities.
WORK WITH OUTLOOK EVEN IF OFFLINE
AUTOMATE YOUR SALES PROCESSES
BPA CRM provides a close integration with Microsoft Outlook. In
a mouse click your Sales Reps will get Outlook emails, events
and contacts moved in BPA CRM. Nomad users will be able to
synchronize any data like my activities with Outlook or a mobile
device and work offline.
BPA CRM automatically send email alerts to end users for
their concerning topics. Using SharePoint workflow capabilities
you'll quickly automate your sales processes without any
development. Generating a quote or a meeting report is a simple
mouse click.
ANALYZE SALES PERFORMANCE
End users will be able to export any CRM data in a
spreadsheet ready to build advanced reports or pivot charts.
Using the built-in dashboard you'll get real time metrics of
your sales processes. Our browser-based query tool allows end
users to quickly build advanced queries bases on all available
CRM data.