Accounts and Contacts manager for SharePoint is a simple yet full featured CRM solution that is 100% customizable without code. It arms sales and service teams with the full picture of account activities, events, tasks, collaboration and opportunities with the OverView feature. It sends reminders, alerts and notifications to team members and lets users get a handle on priorities, forecasts and history with dashboards and reports.
When used with CCS Customer Service ticketing application, Accounts and Contacts creates a solution that covers the entire customer lifecycle from lead to post-sales support. It lets you get a complete customer picture at a glance — including account history, contacts, opportunities, requests, related documents, interactions, and more. All customer information is in one place, making it easy for sales, support and service teams to collaborate while keeping up-to-date with every aspect of their accounts.
Features:
- Track Accounts, Contacts, Opportunities, Requests, Documents, Activities, and more
- Capture web and email inquiries and convert to leads automatically
- Easily customize to support your requirements
- See all information and activity in a single screen with OverView feature
- Populate with Outlook Contacts, Calendars and Tasks
- Migrate Microsoft BCM data to CCS Accounts
- Flexible to support your processes and needs
- Easy to use, deploy, with low cost of ownership
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