Save time and money with our pre-packaged solution
SharePoint + Alexya™ + Service = CRM in-a-box™
Our CRM (Customer Relationship Management) in-a-box™ solution will enable you to quickly deploy a CRM solution at a low cost and at the speed of light! We can pre-build the foundation of a CRM solution using SharePoint, our Alexya™ product, and our services.
Our CRM solution was developed to give you the flexibility to apply different business rules within your organization. Sales process management, customer services, customer database management, and marketing campaign management are some of the business applications that our CRM can easily handle.
The solution eliminates the need for a development project, reduces acquisition costs, and ensures maintainability with regard to future versions of SharePoint.
Main objectives of our CRM in-a-box™ solution:
- Provide you a pre-built CRM solution that you can easily customize
- Save you time and money
- Avoid you having to start from scratch
- Provide you a SharePoint foundation merged with best CRM practices thanks to our Alexya™ product and services
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Pre-Build Extranet
Best CRM practices embedded in the solution to save time and money
- Corporate branding
- Information architecture foundation established
- List relationship model using Extensible Relationship Management (XRM)
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Workflow and Process Management
Content life cycle, collaboration, and processes will be supported by state-of-the-art technology
- Simple graphical tools
- Users can create their own workflows
- Embedded business rules
- Link workflows and tasks to any SharePoint list
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Electronic Document Management
Applying best practices in electronic document management:
- Store, organize, access, collaborate, and publish
- Rich features to manage your documents
- Life cycle management
- Link documents to your contacts, prospects, and accounts or to any SharePoint list
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Electronic Forms
Integrate Adobe reader forms within your CRM in-a-box™:
- Paperless enterprise ready
- Submit data from PDF forms directly to your CRM
- Implement sophisticated business logic for your sales, support or any other process
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Outlook Synchronization and Integration
Bring your CRM closer to people within Outlook
- Allow users to edit, add, and delete content
- Enable users to work online or offline
- Synchronize your calendar, task list, project statuses, and document library
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Mobile Integration
Access your user collaborations, work, and content on any mobile
- iPhone and mobile integration (option for Blackberry)
- Make your content available in real time
- SMS alerts
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Intranet Publishing
Will help you to capture your content within a standard structure to quickly share it
- Web content management for Intranet
- Repurpose your content on your iPhone, mobile, and website
- Manage the editorial content process
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Advance Search and Findability
Quickly retrieve, manipulate, and start working with data
- Full text search
- Metadata and properties search
- Smart search results
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Our CRM in-a-box™ solution offers the following benefits:
- Simple and fast deployment
- Application fully developed with SharePoint technologies
- Manage your contracts, accounts, and opportunities
- Unlimited ways of tagging the information you want to capture
- Instantly create links to other types of information (events, projects, contracts, etc.)
- SharePoint List relationship management administrative panel
- Manage marketing campaigns
- Send a massive bundle of emails in a single click
- Field and metadata search
- Improves the workflow and life cycle of your content in relation with any SharePoint list
- Provides content mobility and accessibility
- Integrated with other Alcero solutions in-a-box™
Our solutions are available for SharePoint 2007 and 2010. Some features might not be available on the free version of SharePoint (WSS or Foundation)