Get an overview of features available in the different BPA xRM Applications
versions.
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BPA Calendar
BPA Charts
BPA Connect
BPA Data Viewer
BPA Custom Fields
BPA Navigation
BPA Search
BPA Send Email
BPA Hierarchy
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Standard components plus:
BPA Outlook Connector
BPA Data Editor
BPA Fields Replication
BPA KPI (Scorecards)
BPA Mail Merge
BPA Mobile
BPA Permissions
BPA Query
BPA Quote Generator
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Professional components plus:
BPA Web Connector
BPA Replication
BPA External Data Connector
BPA Workflow
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Standard Edition Components
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BPA Calendar |
| This component enhances SharePoint calendar
with additional parameters like attributing a color for a selected
field. Two display modes are possible: standard size or small size. |
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BPA Data Viewer |
| This component provides improved ergonomics
displaying data or searching for data. Two similar components exist: BPA
Data Viewer displaying data from one single list and BPA Multi Data
Viewer displaying data from many lists in different tabs. |
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BPA Custom Fields |
| This is an additional SharePoint column type
making advanced calculations based on the current list or related lists.
Results are displayed as values or colored flags. |
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BPA Send Email |
| This component allows sending one or many
emails to your selected people from your BPA application. Main options
are: selecting email template, attachments and merge fields. |
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BPA Charts |
| This component allows displaying graphical
charts based on your selected lists and views. Many chart types are
available |
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BPA Search |
| This component makes the standard SharePoint
search engine compatible with BPA xRM applications. It allows searching
in your selected list or the whole BPA xRM site. Two modes are possible:
metadata search or index search. |
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BPA Hierarchy |
| This component allows displaying related data
in a hierarchical tree view like parent and child Accounts. |
Professional Edition Components
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BPA Outlook Connector |
| This customizable MS Outlook plugin allows
copying Outlook items like emails, tasks, events or contact in your
selected SharePoint list. |
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BPA Data Editor |
| This component provides advanced editing
capabilities with intelligent lookup fields, cascading lookup fields,
field permissions and multi-tabs forms. |
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BPA Mail Merge |
| This component provides advanced MS Word
document generation replacing tags with SharePoint list values. This
component allows generating printable documents like letters, labels,
reports or quotes including calculations. |
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BPA Query |
| This component allows building advanced multi
list queries and generate shared reports. BPA Query extracts data from a
main list and related parent and child lists with advanced Boolean
conditions. Query results will be saved as a new SharePoint list. |
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BPA Mobile |
| You can access BPA xRM applications remotely
with a mobile device displaying customizable mobile pages. A mobile
edition of main BPA components is available like Data Viewer, Data
Editor, Send Email, and Search. |
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BPA Permissions |
| This component provides dynamic item-level
permissions for SharePoint list items based on configurable field
conditions (e.g. US opportunities are displayed to US reps only). |
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BPA Quote Generator |
| This component allows adding related items
(positions/lines) to a SharePoint list with many possible options. This
is mostly used for generating quotes. |
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BPA KPI (Scorecard) |
| This component allows displaying KPIs or risk
values for the selected periods. Automatic colors will display based on
your defined targets. Trends and average will be automatically
calculated. |
Enterprise Edition Components
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BPA Web Connector |
| This component allows generating web forms to
be copied on your web site or extranet. Generated forms allow submitting
data to your selected SharePoint lists. |
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BPA Replication |
| This component allows replicating or
aggregating SharePoint list/view data from a farm/site to another
farm/site. Replication starts manually, automatically per batch or when
modifying an item. |
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BPA External Data Connector |
| This component allows mass importing data
from an external database to SharePoint lists. |
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BPA Workflow |
| This advanced graphical workflow tool drives
SharePoint data and external data (Oracle, SQL…) through the planed
workflow steps with a user-friendly form. |
Off Edition Components
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BPA Sales System |
| This add-on allows displaying list data in a
visual “table-like” component with customizable options and color
schemes. It’s mostly used in BPA CRM to display a visual sales pipeline. |
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BPA Self-service Portal |
| BPA Self-service is a SharePoint solution for
your customers, partners, candidates, stakeholders or any other
concerned people to be used in association with any BPA xRM application
to better communicate with them and therefore drastically enhance
customer/stakeholder satisfaction and retention. |
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BPA Social Networking |
| BPA Social Networking is a micro blogging
module allowing internal or external people to discuss about specific
xRM items like sales opportunities, projects or customer cases. |