BPA Newsletter: SharePoint Applications and Experts

April 2009

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NEW - BPA Web Connector for SharePoint
BPA CRM Success Story - Falfurrias Capital Partners
NEW - Managing Key Performance Indicators with BPA Quality
NEW - Mass move or copy items in BPA Business Applications
Next Event - Austrian SharePoint Conference 2009

 
   BPA WEB CONNECTOR FOR SHAREPOINT

BPA Web Connector will help you connecting any web form with BPA business applications like:

  • BPA CRM
  • BPA Project
  • BPA Quality
  • BPA Recruiting
  • your dedicated application
BPA Web Connector 
For instance you can have your web contact form directly linked with your CRM contact list. Each new web contact will be automatically added in your CRM application. An automatic email will be sent to the web visitor telling him about your products. Internally the concerned people will get an automatic alert to track the new lead.

Your customers may log their requests directly from a formatted web page. This way your support team will get new cases directly logged in the internal BPA CRM application.

Visitors may apply for a new position directly from your web site. The new application would be directly copied in the BPA Recruiting solution.

>> BPA Business Applications Free Trial
>> Contact me regarding BPA Web Connector

 
  BPA CRM SUCCESS STORY - FALFURRIAS CAPITAL PARTNERS

Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in middle-market businesses.

Falfurrias Capital Partners

After conducting a detailed evaluation against other SaaS CRM and Industry specific software solutions, Falfurrias selected BPA’s CRM Solution for SharePoint.  Falfurrias initially engaged BPA to setup the ‘shell’ system capturing the complex relationships between SharePoint Lists.

After 2.5 hours of training via gotomeeting.com, we were able extend the system to meet our specific needs. We did not have to purchase additional hardware or hire an Administrator for the system.

Falfurrias looked at other solutions like salesforce.com and concluded that the cost and benefits of BPA CRM for SharePoint made it an ideal solution. Falfurrias is now working with its portfolio companies to rollout BPA CRM Solutions tailored to each of their unique businesses.

>> BPA CRM Customer Success Stories
>> BPA CRM Free Trial


  MANAGING KEY PERFORMANCE INDICATORS WITH BPA QUALITY

BPA Quality is a unique tool to manage your whole quality improvement process.

BPA Quality includes new scorecard capabilities displaying your Key Performance Indicators (KPI) with different colors.

BPA Quality KPIs

KPIs are green, orange or red depending on the fixed targets. At a glance your management team can see if the company is performing well.

From the scorecard you can drill down to display the KPI details or even display the related objective. Displaying the KPI details you can track all linked follow-up actions and activities. For example if a KPI is below the expected target you’ll be able to assign a new corrective or preventive action. This action will automatically be linked to the KPI and the related objective.

>> BPA Business Applications Free Trial

 

  MASS MOVE OR COPY ITEMS IN BPA BUSINESS APPLICATIONS
BPA business applications have a new powerful feature to mass move or copy related elements from a list item to another.

This new feature will be useful to mass transfer all activities, opportunities or any other related list items from a contact to another in BPA CRM avoiding duplicates.
BPA Transfer

Using BPA Project you’ll be able to mass copy all project steps or documents from a project to another avoiding manually adding these items.

>> BPA Business Applications Free Trial

 

  NEXT EVENT - AUSTRIAN SHAREPOINT CONFERENCE 2009

The Austrian SharePoint Conference 2009 takes place at June 4th in Vienna.

MOSS 2009 - Austrian SharePoint Conference 

Our new Austrian Partner - Solvion -  will exhibit and lead a Conference about BPA CRM.

The first-class event presents current topics to Microsoft Office SharePoint Server and Enterprise Content Management (ECM) already for the third time.
The main focuses are:

  • Applications…
  • Project reports and Best-Practice-Examples
  • First-class information about project planning and implementation
  • Current solutions, tools and SharePoint implementations
  • Market-leading providers
  • “Conference-in-the-conference” for developers with technical focus
  • Broad exhibition

>> Austrian SharePoint Conference 2009 

 

 

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