SharePoint CRM Template

SharePoint CRM template by BPA Solutions is the first and number 1 CRM Solution for SharePoint.
SharePoint CRM by BPA is affordably priced, easy to use, easy to integrate, easy to customize and easy to align with business processes.
>> Access BPA SharePoint CRM Template web site.

SharePoint CRM Screenshots

SharePoint CRM Template
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Documents & Videos

BPA PRODUCT CATALOGUE PDF File
BPA CRM BROCHURE PDF File

BPA CRM VIDEOS Video Icon

We like the BPA SharePoint CRM template due to its being built on the SharePoint platform which the department is heavily invested.
This coupled with the scalability of the product aids in leveraging existing experience with less learning time and cost for customizations.
This SharePoint CRM template has helped to streamline our communication within the department as well as with outside entities such as the Governor’s Office or Legislature.

SharePoint CRM Applications

  • Manage accounts and their relationships
  • Track all interactions with contacts
  • Better close sales opportunities with the unique BPA Sales System
  • Better communicate with BPA Email Management - the most flexible emailing tool in the market today
  • Generate quotes based on your product catalogue
  • Build powerful multi-channel marketing campaigns
  • Better support partners & customers with BPA Self-Service
  • Stay connected on the road with BPA Mobile solutions
  • Automate CRM processes with BPA Workflow
  • Better collaborate internally and with social networks
  • Measure processes efficiency with graphical charts, dashboards & scorecards
  • Build powerful multi-list reports with our browser-based report builder
  • Easy connect with Outlook, your web site or external systems
  • Customize your app in hours with no development using the powerful BPA xRM Platform
  • Extend to other BPA Business Apps like BPA Quality, Project, Risk, Recruiting

SharePoint CRM Benefits

FUNCTIONAL BENEFITS

  • Boost revenues with the unique BPA Sales System based on a proven sales methodology
  • Get very accurate sales forecasts & productive sales meeting
  • Reduce sales cycles
  • Drastically enhance customer/stakeholder satisfaction & retention with BPA Self-Service
  • Get a secure, efficient and 24x7 communication channel with your contacts
  • Reduce the number of support calls
  • Give your marketing staff a simple tool to automate marketing processes
  • Unify communication internally & with customers
  • Reduce manual work & increase productivity
  • Be productive on the road with BPA Mobile

OVERALL BENEFITS & UNIQUENESS

  • Affordable: Don’t pay for what you do not need!
  • User Adoption: Intuitive user interface for fast adoption and productivity
  • Flexibility: 100% customizable with the powerful BPA xRM Platform in hours with no code
  • Adaptability: Constantly evolving with your business needs over time
  • Integration: Connect with Outlook, external systems or websites
  • Mobility: Work remotely almost like in the office
  • Automation: Automate rapidly your business & document approval processes
  • Social and collaboration: Use all SharePoint & BPA social & collaborative features
  • Deployment: Go on-premise, in the cloud or hybrid
  • Extendibility: Add your own Web Parts or extend to other BPA Apps

SharePoint CRM Editions & Deployment

BPA CRM EDITIONS:
DEPLOYMENT options:

Customers