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BPA CRM SharePoint - Customer Service

Easy CRM - Customer Service
CRM software SharePoint
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CRM software SharePoint

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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