SharePoint CRM by BPA Solutions
SharePoint CRM from BPA Solutions is a unique and complete SharePoint CRM template. It is easy to use, easy to integrate, easy to customize and easy to align with business processes. BPA CRM is based on the BPA xRM platform allowing organization to track any information and process for business.
- Manage accounts and their relationships
- Track all interactions with contacts
- Better close sales opportunities with the unique BPA Sales System
- Generate quotes based on your product catalogue
- Build powerful multi-channel marketing campaigns
- Send targeted mass emails to your contacts with huge flexibility
- 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
Please visit product site for more information.
Average user rating from: 10 user(s)
Sharepoint CRM at Diethelm Travel Group
By implementing the BPA Solutions CRM system, we literally “hit the street running”. The system fit right on our existing platform and is, contrary to many other CRM systems, easy to customize to our needs. As we wanted to capture a maximum amount of details per customer, we needed to be able to add and modify fields – which this CRM did perfectly for us”
Great CRM Solution for Sharepoint
We use BPA CRM since 2010 and are absolutely convinced with the product. It is fully developed around SharePoint and provides a powerful customization function.
Without coding a line of code, we were able to set-up our process specific information flow in many specific items.
One of the key features that motivated us is the ability to send items from Outlook directly into the CRM.
Great lookup function
Send items from Outlook directly into the CRM
Easy to use, intuitive user interface
Easy to understand
Easy to use configuration/customization environment
Great Customer and Support portal available
CRM SharePoint by BPA
The BPA CRM solution is the only real SharePoint based solution we have seen. This means that the user benefits the complete SharePoint functionality combined with the knowledge and experience BPA added to their CRM solution.
Great CRM Solution for Sharepoint
We are an IT consultant that has installed this for our customers and also use it internally. The product has many outstanding features. For the most part, BPA does all its magic without modifying the core of sharepoint. The backbone of the system is still pretty much standard lists. The robust reporting and viewing web parts sit on top of this and create a very dynamic user environment.
One of the key features that drew our clients to this project was the ability to send items from Outlook directly into the CRM.
Although the product costs a bit more than I would like for a small business, I guess you really get what you pay for!
Perfekt business solutions for SharePoint
We use BPA CRM since 2010 and we are absolutely convinced of this product. We used the customization features a lot. We use the product for ourselves and have replaced the Microsoft CRM.
- full functional Templates
- easy to install on SharePoint
- perfect customer support
Solution CRM sous SharePoint
BPA CRM est une solution très puissante de gestion de la relation client et pas seulement...
Ce produit entièrement developpé autour de SharePoint ajoute une couche métier au portail collaboratif de Microsoft.
BPA CRM permet d'avoir une vision à 360° autour des comptes de votre entreprise (ou de tout autre entité).
En effet, la solution est totalement paramétrable au même titre que SharePoint ce qui apporte un flexibilité et des possibilités d'améliorations infinies...
BPA CRM is a powerful solution for managing customer relations and more... This product fully developed around SharePoint adds a business layer to the Microsoft collaboration portal. BPA CRM provides a 360 degree view around the accounts of your company (or any other entity). The solution is fully configurable which provides flexibility and endless opportunities for improvement ...
- Gestion des comptes et des contacts
- Gestion des opportunités et des affaires
- Gestion des appels clients et du suivi de production
- Gestion des campagnes marketing
- Suivi à partir de rapports et de graphiques
- Nombreux add-ons
- Management of accounts and contacts
- Managament of business opportunities
- Management of customer calls and monitoring of production
- Management of marketing campaigns
- Monitoring from reports and graphs
- Many add-ons
BPA CRM as the underlying framework for Private Eq
Back in 2007, Falfurrias Capital commissioned a project to customize BPA CRM to serve the unique needs of a private equity business. After a successful 3 years utilizing the platform as the "backbone" of Falfurrias' business, we decided to take the underlying BPA CRM framework to build Private Equity DealCloud, a CRM offering targeted at the Alternate Investment industry. Today, PE DealCloud boasts numerous clients that are utilizing BPA CRM as the underlying framework for their PE DealCloud application. The product is stable, the functionality is unique, and the customization environment rivals salesforce.com with the added benefit of robust document management and collaboration functionality (the inherent benefit of SharePoint).
- Rich document management capabilities
- Easy to use configuration/customization environment
- Easy to use, intuitive user interface
- Inherent benefits of SharePoint
This CRM is easy to use and dependable.
If you use SharePoint and need CRM this is it
Three year user of this system. Very pleased with results, support and growth of the product over that timeframe. Able to readily configure to our business process needs.
Economical and quick to install on your existing SharePoint infrastructure
Great customer support
Really cool business solutions for SharePoint
We use BPA CRM since 2007 and are absolutely satisfied with the product. We used the customization features a lot and are very impressed about the enormous flexibility and possibilities without coding a line of code.
As the user-interface is very intuitive, we do not spend a lot of time on user training, still everybody knows how to use any modules we created additionally.
We made the migration from SharePoint 2007 to 2010 and have been quite satisfied about the smooth upgrade path. Thanks for that!
Besides BPA CRM, we use BPA Project and the BPA Support Portal, too. Both modules added a huge value to our organization and we fully recommend these solutions.
By the way: we use hosted Exchange and a hosted BPA support portal and internally operated BPA CRM and BPA project and a BPA project environment for our customer projects in the DMZ. Still, everything is linked together :-)
almost unlimited flexibility in custom configurations due to BPA xRM framework
seamlessly integrated in SharePoint (Foundation and Server)
seamlessly integrated with MS Outlook and MS Office
really cool integration with other business templates form BPA Solutions, like PM, QM, Recruiting and many more
great Customer and Support portal available
brilliant mobile edition
easy to use
easy to understand