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Real-time snapshot of your CRM metrics
The BPA CRM SharePoint embedded dashboard give you a
real-time snapshot of CRM metrics and key performance indicators
to:
- better follow your opportunities comparing their expected
close date to actual date.
- display the answering time of your open cases and improve
your customer service.
- display your campaigns return on investment.
Other metrics display the overall opportunity status,
case status and activity status.
Features
- Compare your opportunities' expected close date to
actual date
- Display overall opportunity status, case status and
activity status
- Display overdue activities linked to your opportunities
- Display open cases and their answering time
- Display overdue activities linked to your cases
- Display campaigns ROI
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