BPA CRM SharePoint - Dashboards

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