Customer Service for SharePoint
BPA CRM SharePoint makes it possible to manage customers cases
and their
related activities and solutions.
End users can create a new case from an Outlook email using
BPA Outlook connector for
SharePoint delivered within BPA CRM.
Cases can be assigned to your internal people or groups. An
automatic alert will be sent to the assigned to person. The case
modifications are automatically logged.
You can automate your hotline process very easily using
workflow rules.
BPA CRM provides a dashboard to get
real time metrics on your customer service processes. End users
can quickly create advanced reports
using the web based query tool.Features
- Manage customers
cases and their related activities and solutions
- Share emails and documents templates related to customer
service
- Automate your hotline process using workflow rules
- Be automatically alerted
when a case is
assigned
- Quickly create a case from an Outlook
email
- Display
statistical reports on your
cases
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