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BPA CRM for SharePoint - Complete.  User-friendly.  Affordable.

Salesforce automation.  Marketing automation.  Customer service.  Partner relationship management.  Analytics and reporting.  Automated workflow.  Mobile and offline access.

Award-winning BPA CRM for SharePoint is a unique, turnkey CRM solution built on Microsoft SharePoint. 

Complementary Modules

BPA Project: A simple framework for managing projects and project resources

BPA Quality : Automate and manage Quality processes - objectives, issues, audits - and related activities

BPA Recruiting : A central space for monitoring and managing open positions and candidates

BPA CRM for SharePoint - Features and Benefits

Sales Force Automation

BPA CRM is as easy to use as browsing a web site.

Import your existing data into BPA CRM for SharePoint with a simple copy and paste

Track daily calls, emails, tasks, events, and opportunities, even if offline.

Natively integrated to Microsoft Office and SharePoint for easy sales process automation

Marketing

BPA CRM is a simple tool to manage marketing campaigns like trade shows, newsletters, or distribution lists.

Quickly and easily mass select contacts or build advanced queries on all available CRM fields

Send generic or targeted email blasts using pre-built templates

Real-time dashboard measures marketing campaign ROI

Customer Service

Simple workflow rules enable you to automate your customer service process and thereby help your support team to shorten response times and improve first-call resolution rates.

Log a case from an email with a simple mouse click

Automatically alert your support team to incoming cases

Real-time metrics alert managers to overdue cases

Give your customers access to a dedicated self-service portal for automatic synchronization of cases and solutions with your internal BPA CRM site

Partner Relationship Management

Beware of CRM applications that lack the ability to manage your entire sales channel in a single application!

Create dedicated CRM sites for your internal departments, subsidiaries, or external partners, each with different customization and access rights

Share or aggregate lists between the different sites quickly and easily with BPA CRM’s replication add-on

Analytics and Reporting

Export data to a spreadsheet, complete with a synchronized pivot chart, with the click of a mouse!

Built-in dashboard displays real-time metrics on your CRM processes (eg, support case response time)

Browser-based query builder enables end users to generate advanced reports on all available CRM data

Full support of SQL Reporting Services for building customized reports

Automated Workflow

BPA CRM provides advanced workflow automation capabilities – without the need to write custom code or undertake any development effort.

Easily define alerts on your selected relevant lists, like opportunities or cases

Automate CRM processes to reduce your sales and support lifecycles, maximize your revenues, and reduce your costs

Mobile and Offline Access

Access your vital CRM information in Outlook even when you are offline!

Synchronize any CRM list or view (eg, contacts or open activities) within Outlook or on a mobile device

SharePoint-driven Collaboration

BPA CRM is a unique solution providing a complete CRM and collaborative framework.

Built on SharePoint to provide end users with all native SharePoint collaboration features like advanced document and picture management, surveys, wikis, and discussion boards

Automate your CRM processes using workflows

Enhance your BPA CRM solution with hundreds of available web parts

Finally! - CRM Integrated with Your Existing Systems and Processes

BPA CRM drives user adoption because it's natively integrated to Microsoft Office, SharePoint, and other Microsoft technologies like Exchange and SQL Server

Using MOSS, BPA CRM becomes even more powerful, offering advanced business intelligence and dynamic Forms Services

BPA CRM can connect to external data, a telephony system, or a web site using web services or connectors.

BPA CRM for SharePoint 2010 has been released!   

View BPA CRM 2010 video overview                                

BPA CRM 2010 extends SharePoint 2010 to allow full management all your daily CRM processes within SharePoint.

• View all data grouped by topic in a single page

• Fill in consistent data using intelligent forms       
  

• Automatically generate printable documents

• Display KPIs, graphical charts, and scorecards

• Run advanced multiple list queries and generate reports

• Send emails from any list in BPA

• Copy outlook emails in BPA CRM

... Ask questions, schedule a live demo, request a free trial or get a quote.

Complementary Modules

BPA Project: A simple framework for managing projects and project resources

BPA Quality : Automate and manage Quality processes - objectives, issues, audits - and related activities

BPA Recruiting : A central space for monitoring and managing open positions and candidates