BPA CRM SharePoint Features

BPA CRM Features

BPA CRM is priced per site and users. You can purchase or rent one or many BPA CRM sites (e.g. you'll be interested to have many BPA CRM sites to share data with your external partners or clients). You can also purchase a license for unlimited users or a server license.

The BPA CRM site contains many features and add-ons (see below).

Collaboration

Collaboration	Features
Advanced document and attachment management
Document templates management
Alert and workflow management
Send emails directly from BPA CRM
Email templates management
Move your Outlook emails and events in BPA CRM
Version history management
Meeting and project management
News, calendars, links, surveys, discussion boards, blogs, wikis and pictures management
Mail Merge (generate documents merging list items)

Sales Force Automation

Sales Force Automation	Features
Account, contact, opportunity and activity management
Shared team calendar with colors

Customer Service

Customer Service	Features
Email to Case
Case and solution management
Automatic workflow rules and alerts
Web to case

Marketing

Marketing	Features
Email templates management
Marketing campaign management (without multi list query editor)
Web to lead

Reports and Dashboards

Reports and Analysis	Features
Prebuilt and customized reports
Data export and synchronization with Excel and Access
Dynamic graphs with Microsoft Visio
Dynamic prebuilt dashboards
Multi list query editor (build complex queries based on many lists)
Chart editor (build graphical charts based on views)

Mobile and Offline Access

Mobile and Offline Access	Features
Mobile access
Outlook synchronization (2 ways)

Customization

On of the biggest benefits of BPA CRM is a highly customization level allowing to easy tailor your CRM software to your needs.
It's simple to add new lists like a project, resource or a product list. You can simply add or edit each fields and views. You can also modify each page with drag and drop.

Customization	Features
Easy and unlimited customization of pages, tabs, views, fields and columns in the web browser
Create customized reports
Pictures and icons management
Site themes management
Easy permission management on site, lists and elements

Advanced features

BPA CRM makes it easy to manage your indirect sales channels with your distributors or resellers. Open dedicated and secured workspaces to your external partners in a mouse click. Each partner is fully independent to manage its own accounts, contacts, opportunities and cases. You can replicate or aggregate data from a site to another using the replication add-on.
You can view data from external data sources in BPA CRM (e.g. ERP data) using the mass data import add-on.

Advanced Features	Features
Add CRM sites with dedicated user permissions (e.g. to manage partner relationships)
Replication and aggregation of list and views (e.g. replicate lists or views from a CRM site to another)
External database connector (mass data import)