The Ideal CRM Solution Dedicated to Small Businesses

Small and mid-sized businesses are strongly impacted by poor sales efficiency and complex CRM systems.

Financially fragile, small organizations are affected by revenue losses & poor conversion rates, they have no option for dedicated CRM resources and no time/money for complex CRM solutions.

An adapted CRM solution is critical for small companies to better know conversion rates and increase sales efficiency. Because sales processes evolve rapidly in small businesses, the CRM system needs to be very flexible. It has to work tightly with Microsoft tools used by sales teams. Ideally, important end user tools – like calendar, reminders, emails, collaboration, Office apps, CRM system – need to be in the same interface (yes, it’s possible!).

Big CRMs are costly, complex, not flexible, and not adapted to small organizations. These complex tools require dedicated resources and extra costs to work normally.

BPA CRM is an out-of-the-box solution dedicated to small businesses. It’s easy to use, efficient and cost-effective. The solution is built with 30+ modular functions. Non-IT persons can adapt the system very quickly.

BPA CRM runs on Office 365, including tools like instant discussions, team collaboration, Office applications, workflow automation, mobile solutions, powerful reporting and more.

BPA CRM probably gives the best user experience, because important end user tools are available in the same interface.

Access Your CRM Trial Now

Integrated e-Government Solution – Citizen Service Center

Together with 2 technology partners, we have developed an integrated citizen service center solution, named ProximCity.

ProximCity is the next generation e-Government solution embedding configurable mobile solutions, a self-service portal for citizens and a back-office solution for public administrations.

Rich mobile apps are available to citizens for online administrative procedures, incident reporting with geolocation and much more.

The hosted secure self-service portal is accessible 24/7 from a computer or mobile device. The most popular services are offered, like civil status, citizenship, childhood, daily life, culture, transport, etc.

The back office solution tracks all relationships between a public administration and its citizens. Requests, activities, emails, documents are centralized providing a 360 degree view of the citizen.

BPA CRM 2015 – Project Management & CRM for Microsoft Office Technologies

BPA CRM 2015 is a SharePoint-based integrated solution for CRM + Project management directed to end users and designed to be configured by Line of Business managers.


Tremendous enhancements have been done to improve the user’s experience within the system and to give managers the tools they need to perform, measure and improve processes.

From your home page, you can view your favorite items.

sharepoint 2015

This new tab component allows displaying multi-list reports, graphical charts or KPIs in tabs. The customer dashboard gives instant insights on customer’s satisfaction, top or neglected customers.

With one click, you can drill down on charts to view, filter or sort data and finally build powerful excel reports.

Accounts


The new Intelligent Relationship Manager tool will automatically suggest new contacts to be added in the CRM. Incoming and outgoing emails will be automatically tracked in the CRM regardless of the device you’re using.


The new Intelligent Relationship Manager

You can now share email templates with your teams and send formatted mass emails directly from the CRM. Emails can be triggered by a workflow, so you can nurture your leads automatically.

mass emails directly from the CRM


With the new email tracking module, you know who has opened your emails and you can prioritize calls based on this information.
email tracking modul

The calendar displays many lists with different colors in an aggregated view, like daily meetings, projects and marketing events.

Calendar

The new sales dashboard provides the tools you need to better track sales activities and improve results. These tools are based on proven sales methods and come out-of-the-box with BPA CRM 2015.

Sales Dashboard


The lead tracking system is a visual system that helps sales people track leads with important KPIs such as how many days the lead is open, what is the lead value (based on your own criteria). Colors will let you know if you need to pay attention to certain leads. This tool is based on a proven lead qualification methodology and experienced good practices.

Lead Qualification


Get leads from your web site automatically entered into your CRM. The form generator will automatically generate forms for your landing pages.

The lead tracking


The new email marketing module enables you to send thousands of emails to your targeted contacts. The tool will ensure emails make it to each recipient’s inbox. Campaign statistics like open rate and click rate will be automatically synched back in your CRM.

Campaign Details


Finally, all important metrics and KPIs are tracked in one single marketing dashboard.

Marketing Dashboard


Customer requests will be automatically tracked in the system, whether sent per email or from the BPA helpdesk solution.

Hepldesk


Now you can track projects directly from the CRM tool. Projects with associated activities, emails and documents will be linked with your customer database.

Project Details


The new version for mobile solutions (for iOS) allows sharing cross device configurations. Now you can have access to your CRM data remotely and even offline.

new version for mobile solutions

Try our CRM Software for free!

Deploy a Professional Lead Nurturing Solution

This is an example of a professional lead nurturing solution built using our components with no development needed.

At BPA, we defined nine formatted HTML email templates to nurture our inbound leads. These emails contain static text and images plus dynamic content based on the product the visitor selected when submitting a trial form on the BPA web site. Email templates are stored in a SharePoint document library within BPA CRM.

Lead nurturing email templates in BPA CRM

Image: Lead nurturing email templates in BPA CRM

Preview of an email template including merge fields

Image: Preview of an email template including merge fields

Once a visitor submits a trial form from our web site, the contact and organization details are automatically added to the Accounts and Contacts list as a Lead in SharePoint CRM site.

At this point, a workflow starts and will send a welcome email to the visitor. The workflow is a simple SharePoint Designer workflow triggering a BPA Action to Send Email. During the first month following the trial request, the workflow will send several emails, guiding the visitor to discover our products and solutions.

Sent emails are automatically tracked within the Activity Stream in the BPA CRM and linked with the visitor contact and organization details.

Emails are tracked in BPA CRM and linked with the related visitor contact and account

Image: Emails are tracked in BPA CRM and linked with the related visitor contact and account

In the contact detail page, the sales persons can see when and how many times the emails were opened by the contact person. Based on this information, sales persons can prioritize calls.

Email open rate details with BPA CRM

Image: Email open rate details with BPA CRM

Inbound leads are tracked in a visual system with BPA CRM. Colors will help the sales person to follow-up with leads.

Visual lead pipeline with BPA CRM

Image: Visual lead pipeline with BPA CRM

The whole process is fully automatic and happens completely in SharePoint.

Do you want to test the lead nurturing process live? No problem, just ask to request a trial here.

 

 

3 Reasons Why CRM Built On SharePoint Maximizes ROI

Limited resources and a demand for double-digit return on investment (ROI) require managers to define projects that can leverage multiple technologies to achieve compounded results. In its “Technology Trends 2014” survey, Computer Economics identified CRM systems as the most low-risk/high-reward technology trend, based on cost predictability and ROI. The ROI of a CRM implementation can be extended even further by building it on top of the existing structures of the powerful SharePoint platform.

Did you know you can do CRM with SharePoint?

SharePoint has the most important ingredients to be an excellent collaborative CRM platform, like document management, workflow capabilities, data storage and management capabilities, real time discussions and many more.

Obviously SharePoint is not a CRM tool. What is SharePoint missing to be a powerful CRM system? The answer is, what are you expecting from a CRM system?

A CRM is a customer relationship management system. This means a CRM tracks relations with customers (and possibly other communities). In other words, a CRM is an operational system to track daily interactions you have with customers, like meetings, calls, emails, tasks, sales opportunities, documents, etc.

An intelligent CRM system needs to help end users tracking these relations with little effort, like suggesting contacts or automatically categorizing incoming and outgoing emails.

For sales and marketing users, the CRM system should provide guidance in viewing the best leads or opportunities that will deliver value. Inbound leads should be provisioned automatically in the system. In addition, the tool needs to support prospecting activities, like sending emails to leads and tracking answers.

An intelligent CRM system will distribute tasks and alerts automatically when users are needed to accomplish their work and make the sales or marketing process move forward.

Finally, the aim of any CRM system is to track how your teams are performing. From weekly activity reports to monthly sales forecasts, a CRM tool should deliver key metrics to continuously improve your processes. For managers, an accurate sales dashboard should provide all of the information needed to ensure that objectives will be met.

sales dashboard

Download the white paper and learn:

  • What features of SharePoint make it uniquely suited to extend the benefits of CRM?
  • How CRM achieves game-changing ROI for your organization.
  • Why a marriage of CRM and SharePoint should be your next IT investment.

>> Download the white paper now !

Case Study: SharePoint CRM by BPA brings City of Lausanne 96% of Email Responses on Time

The City of Lausanne, one of the largest cities in Switzerland, has more than 4,500 collaborators spread out over seven service areas and 42 services.

Project Goal:

Every day, the City’s industrial services area receives hundreds of communications (letters, email, and fax) that need to be answered on time. The aim of Project GECO (Mail Management) was to offer a business solution covering the following four areas:

  1. Efficiency & Quality: Convert all incoming communications into electronic format as needed, register all incoming communications, and assign them to client’s managers in order to get an adequate response on time.
  2. Traceability: Register all actions and activities from reception to response to delivery.
  3. Archiving: Retain all incoming and outgoing communications during the entire legal period.
  4. Monitoring & Reporting: Provide indicators, reports, and scorecards to management.

The challenge: Deploy the system into production rapidly with limited resources and budget.

Solution:

SharePoint 2010 was already in place and used mainly by the services for collaboration and document management. Therefore SharePoint was naturally chosen as the CRM technology platform, in order to maximize the platform’s return on investment and minimize the total cost of ownership of implementing new business solutions.

The purchase of the BPA Solution Suite, including SharePoint CRM, allowed the City to provide different business solutions that could be used immediately without any development or coding. This included the Mail Management solution. This solution now gives users the ability to produce printable documents and emails rapidly using many different predefined templates. The solution also gives users the ability to apply filters and search for information rapidly; users have the ability to view all actions and activities done throughout the whole chain, from reception to delivery. Finally, the reporting section provides accurate indicators of performance and business intelligence.

sharepoint crm lausanne

Benefits:

As of May 2013, the Mail Management solution has been used every day by the entire service. In about seven months, more than 25,000 incoming and outgoing letters, emails, and faxes were registered and managed successfully.

The solution is easy to use and performs all the key steps of the Mail Management Service more quickly and efficiently. The objective of achieving 96% of responses on time has been reached systematically and the client’s satisfaction has been improved substantially.

Managers now have multiple dynamic reports to better track and follow the client’s requests, and therefore improve the quality of the Mail Management Service.
This is just one example of how BPA Solutions and their SharePoint CRM can help solve challenging problems. Other BPA business solutions, including the new Partner Relationship Management Solution, will be going live soon. Please follow our blog for more updates on our new products.

Three Reasons Why CRM Has the Best ROI of Any Technology Investment

In its “Technology Trends 2014” survey, Computer Economics identified CRM systems as the most low-risk/high-reward technology trend, based on cost predictability and return on investment (ROI). What factors make CRM technology such a sound investment across the board?

  1. Taking advantage of the cloud. An article on the survey by Redmond Channel Partner says that the high ROI for CRM systems “may be due to the increased use of cloud-based offerings.” Cloud-based CRM solutions help organizations avoid many upfront costs. They reduce operating expenses by outsourcing hardware and software maintenance, plus they often have lower licensing or subscription rates.
  2. Investing time wisely. Companies invest time as well as money in CRM technology. The more time saved, the greater the ROI. Cloud-based CRM solutions are on the rise and can be deployed especially quickly, without lengthy downtime and with no equipment or software to install onsite.In addition, CRM solutions are increasingly designed to plug into existing systems and software. This results in a short learning curve without a long training period. Employees can get up to speed rapidly with new CRM technology if it’s better integrated into the existing environment.
  3. Offering more flexibility. Technology changes at a dizzying pace, and CRM systems are no exception. CRM technology is keeping up with the growing trend of workplace BYOD (bring your own device) policies. Again, this means reduced hardware costs and better CRM solutions for a mobile workforce – all helping boost the ROI.CRM solutions also need to grow and adapt with organizations. More staff, more products, and, most importantly, more customers – CRM technology today is able to scale up as needed with less cost.

Flexibility, quick deployment, and cloud-based technology all help keep initial CRM investment costs low and predictable. The returns – increased sales, better customer relationships, and higher products – make CRM technology the smartest investment your organization can make. BPA Solutions is on the leading edge of these trends, and offers an award-winning CRM system that is intuitive, flexible, and already integrated with the tools you use every day. Contact us today for a free demo, or sign up for a free trial to experience the latest in CRM technology.

Mobile-capable BPA CRM for SharePoint 2013 Released Today

BPA is proud to announce the release of its award-winning CRM solution with SharePoint 2013. This is a huge step forward. Now you have a complete and mobile-capable CRM solution natively built on the top of the most powerful collaborative platform ever.

mobil capable CRM

As you plan for growth in 2014, a mobile-capable, top-notch Customer Relationship Management (CRM) platform should be your highest priority. Mobile CRM is projected to grow by 500% by 2014, and executives have identified CRM as their most-wanted mobile app. Read our blog to see why your CRM software must be mobile in 2014.

The best CRM doesn’t have to be the most expensive. In fact, it should be affordable, cost-effective, and reward you with impressive ROI through nurturing of longstanding customer relationships and development of new clients via an enthusiastic sales force. With the right CRM solution, it’s your business that will balloon, not your budget.

BPA Solutions offers a powerful, mobile-ready CRM that empowers your sales staff anytime, anywhere. Your frontline will be equipped and able to fully access a mobile and connected market, reaching it ahead of your competition, all while minimizing cost, risk, and deployment time. Want to give it a test drive? Watch one of our “day in the life” webinars, or sign up for a FREE TRIAL of BPA’s Mobile CRM today

Turn Office Wars Into Positive Relationships

The stress and conflict of office communications is so ingrained in our culture, it’s a staple of comedians the world over.  From Dilbert to Office Space, it’s always laughable how hard it is to get along in the workplace.

So in this new video clip from BPA Solutions, we fully expect the soldiers to leap gleefully into the fray, backstabbing and engaging in hand-to-hand combat to win the day.  But, with a CRM for SharePoint, it doesn’t have to be that way.

Just like the soldiers in this video, you can get your various departments working together to achieve the same goals by developing closer relationships with a top-notch CRM platform.

A good CRM for SharePoint 2013 allows you to manage your accounts, your contacts, your calendar, your to-do list, your documents, and more, from one easy and intuitive user interface. And, when it’s mobile, it goes everywhere your staff goes.  Track all your business critical processes with one solution. From sharing documents to scheduling meetings to managing project deadlines, everything is easier when you have the right tool.

BPA Solutions offers a CRM solution directed at the frontline workforce, configured the way you do business, and gives you ultimate control. Our mobile, scalable, configuarable, affordable solution will put your entire team on the same page, and allow them to streamline communication and develop closer working relationships.

If you want to see how BPA CRM Solutions can revolutionize the way you do business, start a free trial today.

Three Reasons Your CRM Software Must Be Mobile

sharepoint for iphone
Mobile capability for CRM software has rapidly evolved from a nice-to-have feature to a critical component of CRM software. Research firm Gartner reports that the CRM software market grew 12.5% in 2012, but they also predict that the market for mobile CRM will grow an astounding 500% by 2014. Here are three reasons why your CRM must be mobile-ready.

Your Employees Will Want It

A recent survey of executives by market research firm IDC, 31% of executives identified CRM as their “most-wanted” mobile app. The reasons are obvious. There is no shortage of studies to demonstrate that mobile capability of CRM programs boosts productivity. A recent Nucleus Research study reported a 14.6% productivity boost from mobile CRM. We expect our employees to do more, faster, every day. Giving them a platform to access their critical business tools anytime, anywhere, is the fastest path to that goal.

Your Customers Will Expect It

Mobile CRM brings you closer to your customers. According to a recent survey commissioned by marketing firm YP, nine of ten people report that they “almost always” have their mobile device with them. This year, mobile devices have become the top choice for accessing the Internet, surpassing PCs. No customer wants to hear that they can receive an answer to their question when you get back to the office. Customers and employees are increasingly living their lives on the go. There is an expectation that a vendor or service representative can access their data anytime, anywhere.

The Market Will Demand It

Instant access to accurate information is required to create and maintain a competitive advantage. Mobile CRM provides the ability to enter transactions and access data on the go, critical for building and maintaining accurate, up-to-date enterprise information and informing rapid decision-making. It is no longer adequate to wait hours or days for inventory to be updated, transactions to be recorded, and orders to be applied. In order to stay competitive in the current marketplace, business tools need to be at your fingertips, not on your desk.

BPA’s new mobile CRM Solution for SharePoint 2013 represents the latest in mobile CRM. For a free trial, visit BPA Solutions today.