Sales Force Automation for SharePoint
BPA CRM SharePoint is a simple application to manage
accounts, contacts, opportunities and their related activities
like calls, emails, tasks or events.
The BPA Outlook Connector
for SharePoint delivered with BPA CRM makes it possible to
quickly move your Outlook emails in the CRM application.
You can also send emails directly from BPA CRM SharePoint using shared email templates.
BPA CRM provides a dashboard to
get real time metrics on your sales processes. End users can
quickly create advanced reports using
the web based query tool.
You can share documents
like leaflets, price lists,
etc for your sales reps or external
sales agencies.
Features
- Manage your accounts, contacts and opportunities
- Quickly move your Outlook emails in BPA CRM SharePoint
- Be automatically alerted when a task is assigned to
you
- Quickly search for information about your customers
- Automate your sales processes with workflows
- Display your customers activities at a glance
- Share your document and email templates
- Log your calls in a click
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BPA CRM SharePoint
Applications