BPA CRM SharePoint - Partner Management

Manage your Departments, Offices and Partners

Using BPA CRM you'll be able to open dedicated independent CRM sites to your internal sales departments, offices, subsidiaries or external agencies, resellers, partners and customers.

Each office or partner is fully independent to manage its own accounts, contacts, opportunities, cases or any other list. You'll be able to open self-service portals for your customers or partners.

Using the BPA SharePoint Replication add-on you'll be able to consolidate or replicate list items in the different sites or sub sites. For example you'll be able to consolidate at a single location all opportunities related to your different sales offices.

Features

• Create dedicated independent CRM sites to your internal sales offices or external sales partners
• Aggregate or replicate list items in different CRM sites or sub sites
• Better communicate with your offices or partners