- Are you looking for a non-traditional CRM solution?
- Do you need to manage communities, employees, investors, donors,
candidates, students, patients or any other types of Relationships?
The BPA xRM platform - xRM meaning anything relationship management - embedded in BPA CRM is a unique business platform allowing you
to customize your CRM to your needs in hours, with no development.
The BPA xRM Platform complements the robust and scalable Microsoft SharePoint
collaboration platform with coherent features driving business efficiency.
After 2.5 hours of online training, we were able extend the system to
meet our specific needs
xRM Platform
The BPA xRM Platform embedded in BPA CRM complements SharePoint with many
features, like:
- Enhanced navigation & ergonomics
- Improved layers to display/edit data
- Automatic document generation (mail merge)
- Simple and flexible
email management
- Components for mobile users
- Advanced
workflow
tools
- Daily activity management
- Automatic item-level permissions
- Social networking
and micro-blogging
- Connectors to connect with
Outlook, your website or external data
- Reporting tools (report
builder, charts, scorecards, dashboards)
- Many components driving business productivity
Customize your App
Customize your app in 3 easy steps: THINK.
CONFIGURE. USE.
- THINK about topics of interests, business
processes and relationships you would like to manage with the
system.
- CONFIGURE lists, fields and pages and add
your own business terminology to get a unique and tailored
solution in hours and with no code.
- USE your dedicated application and get a
fast user adoption and a very high return on investment.
Benefits
Discover how BPA xRM Platform & Solutions can help you achieving
ongoing improvements for your business and therefore enabling you to
optimize business outcomes.
BPA xRM Benefits Video