SP CRM turns Office 365 and SharePoint into a next generation Marketing and Sales application that covers the entire process from campaigns, leads, sales pipeline and account management activities. It is a simple to use, yet power alternative to more expensive enterprise CRMs. An out-of-the-box “native” SharePoint no-code solution, it is 100% customizable by business power users.
The full featured CRM includes:
- Track opportunities through stages, and share communication across the team
- Sales rep workspace to focus on contacts today, appointments, leads and tasks
- Full visibility into the pipeline through dashboards and drill-down features for management
- Sales team collaboration, access to resources, announcements and meeting calendar
- Receive email alerts for important events and activities
- Track marketing campaigns, events and the related projects to deliver them
- Capture leads from the website, email, and lists that are automatically fed into the sales process.
- Ability to quickly share the latest marketing activities and resources to the sales team.
- Access from any device, anytime, anywhere