BPA CRM SharePoint

CRM Software for SharePoint

Easy CRM SharePoint - www.crm-sharepoint.com - is a CRM solution in a box entirely built on SharePoint 2007 (WSS 3.0 or MOSS 2007).

The Easy CRM site solution contains sales force automation, customer service and marketing features. It's very easy to customize any list, field, view, tab or page to your needs or add your own. We can deliver a short training if needed.

Easy CRM is delivered with BPA Outlook Connector to quickly move your received or sent Outlook emails in the activity history of the related contact.

Features

• Account and contact management
• Opportunity management
• Activity management (emails, calls, meeting reports…)
• Marketing campaigns management
• Document management (quotes, orders, price lists, etc)
• Customer service management (cases, solutions)
• Statistical reports (forecasts, pending activities)
• Powerful search engine

Benefits

• Better follow and close deals
• Increase revenues
• Centralize and share customers information
• Create a customer’s knowledge base
• Reduce customer service answering time
• Lead efficient marketing campaigns
• Better follow and convert leads into customers
• Display reports on customer activities
• Share email and document templates
• Quickly access to customer’s information