BPA CRM 2015 – Project Management & CRM for Microsoft Office Technologies
BPA CRM 2015 is a SharePoint-based integrated solution for CRM + Project management directed to end users and designed to be configured by Line of Business managers.
Tremendous enhancements have been done to improve the user’s experience within the system and to give managers the tools they need to perform, measure and improve processes.
From your home page, you can view your favorite items.
This new tab component allows displaying multi-list reports, graphical charts or KPIs in tabs. The customer dashboard gives instant insights on customer’s satisfaction, top or neglected customers.
With one click, you can drill down on charts to view, filter or sort data and finally build powerful excel reports.
The new Intelligent Relationship Manager tool will automatically suggest new contacts to be added in the CRM. Incoming and outgoing emails will be automatically tracked in the CRM regardless of the device you’re using.
You can now share email templates with your teams and send formatted mass emails directly from the CRM. Emails can be triggered by a workflow, so you can nurture your leads automatically.
With the new email tracking module, you know who has opened your emails and you can prioritize calls based on this information.
The calendar displays many lists with different colors in an aggregated view, like daily meetings, projects and marketing events.
The new sales dashboard provides the tools you need to better track sales activities and improve results. These tools are based on proven sales methods and come out-of-the-box with BPA CRM 2015.
The lead tracking system is a visual system that helps sales people track leads with important KPIs such as how many days the lead is open, what is the lead value (based on your own criteria). Colors will let you know if you need to pay attention to certain leads. This tool is based on a proven lead qualification methodology and experienced good practices.
Get leads from your web site automatically entered into your CRM. The form generator will automatically generate forms for your landing pages.
The new email marketing module enables you to send thousands of emails to your targeted contacts. The tool will ensure emails make it to each recipient’s inbox. Campaign statistics like open rate and click rate will be automatically synched back in your CRM.
Finally, all important metrics and KPIs are tracked in one single marketing dashboard.
Customer requests will be automatically tracked in the system, whether sent per email or from the BPA helpdesk solution.
Now you can track projects directly from the CRM tool. Projects with associated activities, emails and documents will be linked with your customer database.
The new version for mobile solutions (for iOS) allows sharing cross device configurations. Now you can have access to your CRM data remotely and even offline.
