Free 30-day POC – Time-limited Offer

Developing with SharePoint is complex, costly and time-consuming. Since 2001, BPA has developed 30+ web parts and components to meet common challenges faced by developers and consultants. With BPA web parts, you will drastically improve the SharePoint user interface and user experience.

This is a time-limited offer to experience how BPA will transform your existing SharePoint sites into real business solutions in hours. Here are some POC-topic examples:

BPA offers up to 3 days of free professional services to build a tailored Proof Of Concept (POC) based on your needs. A POC presentation to your management team is included. Share the POC with your colleagues and test another 30 days with no obligation to purchase.

Tell us about your project and apply now

Making your SharePoint Experience Unique

  • Make your existing SharePoint sites attractive.
  • Transform your existing sites into professional business solutions in a few hours.
  • Replace your spreadsheets with collaborative solutions.

BPA will make your SharePoint experience unique.

Stunning User Interface

With BPA Navigation, Data Viewer and Tabs, you have a clean and beautiful SharePoint user interface. Optimize space by displaying data, charts or calendar in tabs. More than 20 configurable buttons can be added in data viewers; you can even easily add your own buttons. Retain users with an attractive interface that takes advantage of tabs and data viewers.

Stunning User Interface SharePoint

Optimizing Content with Tabs

With BPA Tabs you can display data, charts, KPIs, calendar or hierarchies within one single page. Tab borders differentiate content and make it easier to understand for end users. Making content easily accessible will dramatically improve the user’s experience with SharePoint.
Optimizing Content with Tabs

Tracking Any Relation and Activity

With BPA Data Viewer, you can track any relation or activity linked with a specific item (e.g. contact, project, opportunity, incident, etc.) within one single page. Any item-related data is automatically gathered from other lists. Emails and calendar events can be automatically pulled from Microsoft Office and Exchange. Configurable buttons allow end-users adding cross-list data from one single page.
BPA Data Viewer

Intelligent Forms

BPA Forms make it simple for end users to enter consistent data in SharePoint. Forms are automatically prefilled with the right data and cascading rules for lookup fields ensure data relations are correct. Additional features help users avoid duplicates when entering data in SharePoint. Users will love the easy form configurator where they can add form sections, tabs and fields with a simple drag and drop. The BPA forms allows you to manage users’ field permissions quickly and easily.

Intelligent Forms - SharePoint

Aggregating Calendars

BPA calendar allows you to aggregate many lists into one single calendar with different colors. It supports any SharePoint list, not only the calendar list type. BPA calendar can also be displayed in a tab with different content in other tabs in the same page—you can configure it according to your needs.

Aggregated Calendar SharePoint

Getting or sending emails in/with SharePoint

The BPA Email component allows users to send one or many emails directly from the SharePoint interface. Select one or many recipients with huge flexibility, starting from any list. Users can send up to 250 emails at one time, in compliance with the CAN-SPAM act. You can also share email templates easily with your team, ensuring that formatted, consistent information is sent to recipients every time. Many other options are available: creating signatures, selecting attachments, email previewing and testing, email tracking, generating activities or a creating a marketing campaign.

Getting or sending emails in SharePoint

BPA offers other tools for email management with SharePoint. The Office connector allows copying emails and attachments with contextual data in SharePoint. The Exchange connector will automatically suggest contacts to be added in SharePoint and collect all emails related with those selected contacts. The email marketing module allows sending thousands of emails that will reach each recipient.

Mail Merging Documents

BPA Mail Merge is a tool dedicated to end users for producing one or many mail merge documents directly from the SharePoint interface. Create your own mail merge templates easily with Microsoft Word. By pressing a button, end users will get formatted mail merge letters or reports, ready to be printed out or sent per email, without leaving the SharePoint interface.
Mail Merging Documents

Replicating or aggregating data

BPA Replication is the ideal tool for replicating or aggregating SharePoint content from one SharePoint site to another, even located in a different server or farm. A wizard guides you in configuring the SharePoint replication. The main available options let you define connection profiles, select lists and map fields. The replication starts automatically when an item is created, edited or deleted, or you can manually start the replication process yourself.

Replicating or aggregating data

Connecting with Microsoft Office

Connect SharePoint with Office easily using BPA Office connector. You can copy Outlook content, including emails, events, contacts or tasks, in SharePoint while keeping the context; you can even copy email attachments. Simply select one or many Outlook items and press a button to copy to SharePoint. A window lets you update SharePoint properties easily. BPA Office connector is constantly evolving based on user needs and is highly configurable, with configurations centrally shared for all users. The tool also allows Office documents to be copied into SharePoint.

Connecting with Microsoft Office

Importing Data in SharePoint

BPA Import allows end users to import data in SharePoint quickly and easily. A user-friendly wizard guides end users through the main data import steps. BPA import lets you copy data from a .csv file in a main SharePoint list and an optional parent list, such as contacts with related accounts. Up to 1000 items can be imported at one time. The tool automatically proposes the right columns to be mapped. Other possible options for import include manual values or concatenate fields.

Importing Data in SharePoint

Connecting with Microsoft Exchange

BPA Exchange connector automatically suggests and stores Exchange content and contacts in SharePoint. Incoming and outgoing emails are automatically copied in SharePoint and categorized by contact, whatever the device used (desktop, mobile). You can even copy email attachments and further define recipients to avoid. Easily invite and manage users from the administration platform.

Connecting with Microsoft Exchange

Building Reports on the Fly

BPA Query is a powerful solution for retrieving SharePoint data and publishing shared reports for end users. Users can also extract data from many related parent-child lists or perform calculations on child lists. The user-friendly wizard guides end users in selecting fields and setting filters. Queries can be run manually or as scheduled tasks. The query builder generates results in a new SharePoint list and query reports can be displayed in BPA data viewers, tabs or charts.

Building Reports on the Fly

Displaying 15+ Types of Interactive Charts

BPA Charts allows SharePoint data to be displayed in 15+ types of interactive charts, including gauge, pie, line, radar, funnel or risk charts. End users can switch chart type, drill down a chart to view data, zoom or refresh data. Calculations such as counting, summing and averaging are also possible. You can further group data by week, month, quarter or year. Charts can be displayed in any page using BPA tabs.

Displaying 15+ Types of Interactive Charts - SharePoint

Setting Automatic Item-level Permissions

BPA Permissions tool sets item-level permissions automatically, based on list conditions. The SharePoint administrator can set Boolean rules based on the available fields in the selected list. For example, if the opportunity region is the US, then only people from the US SharePoint group can contribute and no other users will have access to the US opportunities.

Setting Automatic Item-level Permissions

>> Ask for a trial now

BPA 2015 Mobile Solutions – Take Your Enterprise on the Road

BPA 2015 mobile solutions will make your SharePoint experience unique and give your enterprise the mobility you need to stay competitive. We’ve designed our apps to make SharePoint your daily business tool by tracking relations, displaying contextual data with user-friendly ergonomics and keeping screens flexible and intuitive for end users.

Access any SharePoint or Microsoft Office 365 site from your device. Easily synchronize your favorite lists and content to access it offline. What else can you do? Read on to learn more about our easy-to-use features.

BPA 2015 mobile solutions

In each list, you can define one-click actions (such as Click to Call or Click to Localize) and select the fields to be displayed or searched using the search engine. You can select views to filter data as well.

Accounts

When you click the Localization icon, the map displays the current account’s address.

Location
In each Item Detail Page, such as the company page, you can select the related data you want displayed, including contacts, opportunities, attachments or other information. Track any relation you want; for example, you can see tasks associated with a project or contracts related to a customer. Easily navigate from a parent to a child item with our intuitive interface. You also can add new child items or search in the child items from the Item Detail Page.

including contacts

By clicking the configuration wheel, you can simply drag and drop the child lists you want to display. Track any relation with your mobile device!

configuration Crm mobile

With the iPad version, it’s even easier to navigate in the tool. In this example, an auditor can simply check compliance for audit questions during an inspection visit.

iPad

The parent data will be automatically prefilled when you add a new item in a list, making the process easy and straightforward. Customize further by defining the fields to be visible when editing or displaying an item. This will avoid the need to fill in every field when on you’re the road or offline. Offline content will be automatically synched when a connection is available

Offline content

Take a photo or add any existing picture from your device into SharePoint and keep the context. For example, take a photo from a signed contract and link it with a contact or opportunity. Or take a product picture and link it with an audit or non-conformance, even while offline.

add foto from your device into SharePoint

When a device has been configured, you can share the configuration with other devices and users. You can even prompt end users to import a configuration file.

  you can share the configuration with other devices and users

Inviting mobile users, granting site permissions and managing configurations is easy from our secured central platform. You can be sure only selected users have access to specified sites.

granting site permissions

Our mobile solutions are currently available for iOS—use BPA 2015 features with your iPhone and iPad! (Look out for our new Android version is expected at the end of the first quarter for 2015.) Take your SharePoint solution where you need it—on the road!

>> Download and test now!

Quality Management Software (QMS) – BPA Quality & Risk 2015

The new BPA Quality 2015 is an integrated Quality Management System (QMS) software for Quality + Risk management built on Microsoft Office and SharePoint technologies.

This third generation QMS was developed with Quality professionals to be compatible with the new 2015 revision of ISO 9000 standards which include risk management.

Your dedicated home page will display your tasks, meetings, improvement actions and favorite items.

BPA Quality & Risk 2015


The aim of a quality system is to enable all needed processes to match customer requirements and to get customers satisfied. Constantly track customer satisfaction and neglected customers thanks to multi-list queries and graphical charts. Users simply refresh the dynamic queries to have up-to-date reports and even drill down through charts to view list items.

dashboard -BPA Quality Managemen

BPA Quality Management software was designed to match any quality standard. It’s based on the universal Deming wheel for continuous improvement of quality processes.

The KPI scorecard is an innovative way to periodically track KPIs related to quality objectives. This visual system makes sure you reach your objectives and continuously improve.

Objectives

The non-conformance cockpit lets you track all important KPIs associated with non-conformances and their related CAPA actions.
a non-conformance detail

This is a non-conformance detail page where you can view all important relationships in a hierarchical tree view. All important data is available in one single page, like root causes, CAPA actions, tasks, emails, meetings and documents related with the non-conformance.

Hierarchy

From the audit detail page, auditors can simply add questions from an audit question library. The audit compliance will be automatically calculated. By pressing a button, you can produce a formatted audit report ready to be sent by email to the management team or to your customer.
Audit overview

Training collaborators is crucial to continuously improve your quality management processes. The system will help you manage training courses and their related participants, actions and activities. The dashboard will let you know about collaborators that need to get trained.
Training overview

Risk management is an important new requirement with ISO 9000:2015 standards. This solution will help you managing the entire risk management wheel, from risk identification, risk assessment, risk treatment to risk monitoring.
Risk

Have a 360° view on your risks. Be sure recurring risk controls and treatment actions are compliant. Track mitigation actions to continuously reduce or transfer risks. The tool also lets you track incidents.
Risk overview

Microsoft SharePoint is very good at document management. Native MS Office integration and document versioning come out-of-the-box. In addition, BPA introduced a simple yet powerful compliance document approval workflow. Be sure compliance documents are validated and approved by the right persons and distributed to the right recipients.
Compliance Documents

At a glance, the Overall Dashboard gives you instant insights about compliance for all quality management processes.

Overall Dashboard

Mobility has become very important with quality management. Auditors and inspectors need mobile solutions for auditing customers or suppliers remotely and even offline. BPA mobile solutions are native solutions for iOS and Android providing easy navigation and data editing, even offline.

BPA mobile solutions

BPA Quality 2015 runs on Microsoft Office technologies and the Microsoft SharePoint Foundation version, embedded with Windows Server at no additional cost, or the SharePoint Server version. A lighter version is expected to be released later with SharePoint online and Office 365.

Please ask for a trial version here.

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!

Silverside Strengthens Partnership with BPA

Silverside wants to inspire people and motivate them to reach their full potential. If employees have passion for their work and enjoy the collaborative process, productivity will naturally follow. BPA’s goal: increase end user adoption of collaboration platforms with our 3G methodology for SharePoint and IBM Connections. As part of our “buy and extend” software development strategy, BPA is excited to build our partnership with Silverside, one of the best-of-breed solutions in the IBM and Microsoft partner network today.

Over the past year the Dutch marketplace has matured enough to implement business solutions with SharePoint. But several customers of Silverside were disappointed in the long lead time for developing SharePoint business applications. “We had to offer our customers an alternative solution. That’s when we turned to BPA to evaluate our web part portfolio. We can now deliver custom applications in less than 30%-40% of the regular development lead time. For example, we can change the look and feel of forms and lists in just a matter of minutes with no development. The BPA xRM platform truly leverages all that SharePoint has to offer,” says Andre Krijnen, SharePoint architect and partner at Silverside.

The old expression says,

The proof of the pudding is in the eating

and BPA is no exception. BPA has built its line of standard business applications on SharePoint using its own web part toolbox, showing BPA’s confidence in its solutions.

Our customer base especially appreciates specially the CRM and Quality Management applications. Most importantly, BPA believes what we believe: increasing the end user adoption of SharePoint,

By working together, BPA and Silverside bring their customers better collaborative tools—and higher productivity as a result.

Tips from Townsend: Using the BPA Quote Generator

This month I’d like to share with you some of the features and functionality inside of the BPA Quote Generator. The BPA Quote Generator is a tool for creating library of your products and their details and then using that product list to create customer quotes that can be associated to all of your existing CRM data for reporting and metrics. There are many ways to customize the BPA Quote Generator to meet your business needs and processes. I would like to walk you through the process of creating a quote and then viewing the details of that quote inside of its CRM relationships.

The BPA Quote Generator does not come installed with our CRM application template by default. We prefer to let you decide if this bit of functionality is something you’ll use and then create the lists that support the BPA Quote Generator if so. To install the Quote Generator on your site, it’s a simple process of accessing your Site Settings and clicking on the BPA Quote Generator link. A very quick few step process will check to see if the lists already exist and if not prompt you to allow the system to create the necessary lists and columns. Very simple. For any additional information required about the installation of the BPA Quote Generator you can check out the BPA Community site I’ll focus mainly on the features and functionality within the BPA Quote Generator today.

Step 1 – Account and Contact for Relationship

AccountContact CRM BPA

Next we’ll need to ensure that we have an Account and a Contact to associate a quote to.  In this example we’ll be using a company called Aero Space Ltd and a contact from that company by the name of John Gamble.  As seen in screenshot 1, there currently is not a quotes tab included and we will need to add one so that we can see all related quotes to this account.

Step 2 – Adding Products and Pricing to our Quote System

Adding Products CRM BPA

You can create as many columns as you wish to tie in all the meta-data you may currently track in relation to your products.  For instance, some companies may sell minerals and need additional columns to track the mineral composition and formulas for those products.  Whatever product you’re selling, physical or virtual, you can adjust the BPA Quote Generator to include your specific data.

adding prices to our quote system

The pricing list provides us with the ability to setup price breakpoints based on quantities ordered.  Within the system there are 5 breakpoints you can set for an item.  So you’ll specify that Product A has the price of $20 for less than 20 items ordered.  But as you buy more, let’s say 50 items, you can then set the price to $18.  This allows the system to automate some of your calculations and keep your focus on the bigger picture.  Not shown here, but there are also some lists included in the BPA Quote Generator setup to configure VAT tax rates so that you can include those values in your final quote if applicable to your geographic location.

Step 3 – Creating a Quote

New Quote BPA CRM

Step 4 – Adding items to a quote

We’ll create a new quote and fill in some of the applicable information that relates to this quote.  You’ll notice I’ve given the quote a title to recognize it by, I’ve related it to the Aero Space Ltd company and to John Gamble from that company as well as to an opportunity in the system that we’re tracking.  You can standardize

how some of this information looks and acts in your system by writing SharePoint Designer workflows.  For instance, the title field is very open to individuals input and you could standardize the format of that by doing a simple workflow to concatenate some data about this quote and overwrite the title field.  i.e.  Title = [Product Name]  [Quantity]

Also, you’ll notice there is a “Total Amount” field that we’ll leave blank for now.  By using our BPA Custom Column that comes with the xRM platform, you can calculate all items we’ll be adding to this quote and have this field updated as items are added.

Add Items to a quote CRM

After we’ve added a quote to our system we can now go into the details of that quote and click on the “New Quote Line” button to add products from our site to this quote.  In this example I’ve added the BPA Quality ENT SRV product to my quote.  When I selected that from the drop down, our form automatically populated the rest of the product description data from our products list.  Next I can enter a VAT rate if applicable and then finally the quantity of items this quote is for.  Once you enter the quantity of items, the quote system refers back to the pricing list and the break points we setup earlier to determine the price for this product based on quantities.  Once we’ve got the information in our new line item form we’ll click “Save”.

Step 5 – Creating a Quote Document

30+ Integrated SharePoint Web Parts Designed to Improve the User Experience

We have designed our SharePoint web parts and solutions to answer the business need that technology is a way to achieve results and that the user experience is the final objective. Our solutions are built to support business best practices and empower business managers with a flexible and scalable tool to manage the solutions that run their business.
Key benefits of our SharePoint web part bundles:

  • Increase user adoption through an intuitive UI
  • Quickly reach functional requirements with SharePoint
  • Give the control back to line of business managers to continuously adapt solutions to their needs
  • Aligned with IT strategies to unify technologies and reduce costs
integrated sharepoint web parts

Three editions of our SharePoint web part bundles are available: Standard, Professional and Enterprise. No matter the size of your organization, the edition choice should be based on the functionality you need for your solution. Each edition builds on the capabilities of the previous edition.
Below is a list of the main SharePoint web parts included in our bundles.

List of the main SharePoint web parts included in our bundles.
ComponentFeaturesUser Benefits
NavigationAllows displaying colored navigation buttons with icons or a text navigation. The bar is configurable for each end user. Navigation headers are collapsible.Simplify UI. Improve ergonomics and display relevant topics only.
Data ViewerThis central component highlights relations between lists and libraries. All important data is visible in one single page. 20+ buttons are available to present data (move or copy data). Filtering in each column is also allowed.Have all relevant data in one single page. No need to search for data in different lists. Easily perform 20+ actions directly in the page such as sending an email, mail merging a document, duplicating data…
PageWith this tool you have more flexibility to dispose mixed BPA components in tabs and pages.Have different sources of data in one single page, like list data, charts, KPIs, etc.
CalendarDisplaying items in a calendar view with colors. Can aggregate many lists in one single calendar.Have one single aggregated calendar. Avoid researching in many calendars.
Send EmailSend one or many emails with SharePoint using shared templates. Easy recipient search in the different lists. Many options are possible to generate activities or campaigns. Email tracking is also possible.Communicate easily with shared email templates. Send emails to one or many recipients, directly from SharePoint.
Charts15 types of graphical charts will display data from your selected lists and views, like bar, gauge, pipeline, range, radar charts… Charts are interactive and drill down to access data is available.Makes it easy to read data with interactive graphical charts.
SearchThis tool enables searching in a specific list or the whole site.Instant data search.
HierarchyWill display data relations in a hierarchical tree view.View related data in a user-friendly way.
ReminderThis administration tool will send automatic email alerts based on field conditions.Get automatically notified when action is required.
Email MarketingAllows preparing and sending a mass email using an external email marketing tool. Lists and campaign results are synced between both systems (open rate, unsubscribes, etc.).Stay in touch with your communities through newsletters, events, etc. directly in SharePoint.
Custom FieldsColumn type performing calculations with the current list or child lists. Results will be displayed as a value or a colored flag.Colored flags will tell you if you’re late or if your work is efficient.
Field ReplicationReplicates a field value from a list to another. It’s used to perform calculations with parent-child lists.Access cross-list data.
Office ConnectorThis optional module is to be installed on a user PC and works with MS Outlook 2010 and later. Users can easily select emails, events, tasks or contacts to be added in SharePoint, while keeping the context.Track all important emails within SharePoint retaining the original context of the email.
Email ReceiverThis server application will propose contacts to be added in SharePoint and will automatically copy incoming/outgoing emails in SharePoint. This works with Exchange and Exchange online servers.Let the tool propose contacts to be added in SharePoint and automatically track emails.
Data EditorThis tool improves SharePoint forms with intelligent lookup fields, cascading lookup rules, field permissions, collapsible sections and tabs. This will also prevent you from entering duplicates in the system.Drastically simplify editing data with SharePoint forms. Ensure data is consistently entered in SharePoint.
Mail MergeMail merge will let you produce one or many formatted Word documents, like letters or reports, merging SharePoint data.Generate formatted documents such as meeting reports, letters, and dashboard on the fly, directly from the browser.
QueryThis is a report generating tool. A wizard guides users to create reports, extracting data from many SharePoint lists with advanced filters.Extract data or build multi-list reports, with no need of IT people.
FavoritesSimply select and view your favorite items.View at a glance what your favorite items are.
PermissionsDefine automatic SharePoint item-level permissions, based on fields and conditions.View your items only.
Quote GeneratorA wizard will create all necessary lists to create sales quotes or proposals, with the related price list, VAT rates, currencies and products.Create sales offers with SharePoint.
KPIThis tool displays indicators or KPIs in a scorecard view for a repeating period. Colors will be automatically set, based on targeted objectives. Average and tendency is automatically calculated.View processes performance with an enterprise cockpit.
ImportThis wizard will guide users when importing data in one or many SharePoint lists, with duplicate handling. You can import up to 1000 items, from a csv file.Be autonomous when importing data in the system, like contacts with related companies.
Web ConnectorThis wizard will guide you in generating forms to be published on the web. When submitting data, it will automatically be copied in the desired SharePoint lists.Avoid retyping data. Data from the web site or help desk portal will automatically be copied in SharePoint.
ReplicationReplicate, aggregate or consolidate data from a SharePoint site/list/view to another site. Cross server or farm replication is possible.Access cross-site data.
External ConnectorThis allows mass importing or synching SQL data with SharePoint.View data from multiple source in one single location.
Sales SystemThis tool displays items in a visual pipeline. Items are highlighted with colors, based on rules. It’s mostly intended to sales persons when tracking sales opportunities.Read data in a visual pipeline with colors.
Mobile AppsNative apps for iPhone, iPad and Android. Highly configurable apps that deliver full relationship management with your mobile devices, even while offline. Central user management platform.Access data anywhere and anytime.

 

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 !

Tips from Townsend: Using the BPA Community Site

BPA Community Site Home


The BPA Community site is your one stop for everything related to your BPA Application. It provides you with Get Started instructions, documentation, training, downloads, FAQs and support. This blog post will walk you through the six major parts of the Community site and its resources. Your first step is to register an account with our BPA Community site by clicking on the “Register to BPA Community” link in the left navigation.

Get Started

BPA Community Site Get Started


The “Get Started” section lets you access our Getting Started for Administrators guide. This guide outlines step by step the system requirements and prerequisites for installation, as well as the installation/update procedures. Within the guide you’ll find “First Steps” instructions for creating your new xRM Application and activating licenses to allow your users access. Additionally, our Getting Started for Administrators guide covers topics including User Management, Data Migration, Basic Configuration and Customize the Content of Your BPA xRM Application.

Documentation

BPA Community Site Documentation


The documentation in the BPA Community site explains settings and configurations for each of the BPA xRM and WebPart/Component pieces. Within each page we describe the various options in configuration and provide examples of use. We continually update the Documentation section to ensure up-to-the-minute information at your fingertips.

Training

The new Training section is currently a work in progress that we’ll be releasing in the near term. This section of the BPA Community site will deliver content and videos that provide actual walkthroughs of configurations, as well as sample use cases for various BPA xRM pieces.

Downloads

BPA Community Site Downloads


Once you’ve been issued a license for any BPA Application, you can access your license files any time through the BPA Community site. Within the Downloads section of the Community site you can also download your application installer and any other software included with your purchase. This includes the xRM installer, Web Connector, Office Connector and the Data Migrator.

Find Answers

BPA Community Site Find Answers


This is the BPA Solutions Knowledge Base, your source for answers to common questions and issues. We take note of frequently asked questions and document them for your convenience. We continually add items to our FAQs and we welcome the submission of new topics to our FAQ section.

HelpDesk

BPA Community Site Help Desk


The HelpDesk is your communication link to BPA. It provides six options for submitting a request:

  • Bug & License Issue Reporting: If you have a functional error or bug related to any of BPA’s products (but not to an associated product like MS Office or SharePoint), or if you have a license issue.
  • License Request: If you have a BPA license request or BPA software assurance request.
  • System Issue: If you have a cloud/hosting issue, an installation/upgrade issue or a system issue.
  • Training & Services Request: you need training or professional services.
  • New Feature Request: If you would like to propose a new feature or enhancement for our products.
  • Other: If you have a request not related to any other category.

The BPA Community site is your resource for help, training, information, important downloads, and much more. It’s part of BPA’s proactive approach to answering your questions and anticipating our customers’ needs. Still have questions after browsing the various sections of the Community site? Please submit a request to the HelpDesk and someone will assist you right away. We look forward to any input you may have.