Collaboration
SharePoint CRM stands out against from traditional CRM software because of the numerous collaborative features that come built in SharePoint 2007.
SharePoint CRM is a ready to use work sharing and collaborative tool designed for day to day operations of client care from Marketing through Sales and After-Sales activities.
Features
- Advanced document, version and workflow management.
- Knowledge base management, wikis and blogs.
- Shared calendars and events.
- Customer surveys.
- Meeting management and follow-up.
- Alert management.
- News and links.
- Picture libraries.
Sales Force Automation
SharePoint CRM centralizes all the activities related to a customer, such as follow-up tasks, phones, emails, meeting reports, opportunity follow-up, document management (quotes, orders, etc.). Alcero’s Outlook Connector makes it possible to quickly move received or sent email from Outlook into the activity history of the related customer. You can send emails directly from SharePoint CRM using email templates. You can share documents like leaflets, price lists, etc for your sales reps or external sales agencies.
Click here to learn more and see a demo for this feature.
Features
- Manage your accounts, contacts and opportunities.
- Display your customers activities in a glance.
- Be automatically alerted when a task is attributed to you.
- Quickly find information about your customers.
- Share your document and email templates.
- Quickly move your Outlook emails in SharePoint CRM.
- Log your calls in a click.
Marketing
SharePoint CRM makes it possible to target a population and launch a marketing campaign like a mass emailing to this population. The members of the campaigns are automatically flagged. People assigned to follow-up leads are automatically notified by email. All activities are centralized in the concerned lead form. Email and document templates (quotes, products leaflets, price lists, etc) are shared for the internal and external marketing people. Opportunities are automatically linked to the related marketing campaign, making ROI easy to calculate for each campaign.
Click here to learn more and see a demo for this feature.
Change Management
- Target a population within your database.
- Send a mass emailing of mailing to a population.
- Flag the members of a campaign and qualify leads.
- Be automatically alerted when a lead is attributed.
- Know the campaign's return on investment.
- Share your documents and email templates (presentations, booklets, price lists, etc).
- View statistical reports derived from campaign results.
Customer Service
SharePoint CRM make it possible to log customer cases and solve then based on existing solutions stored in a knowledge base. People assigned to follow-up on specific cases are automatically notified by email. SharePoint CRM tracks and stores records of all activities and modifications related to each customer case file. The solution ships with pre-built reports make it possible to display open cases across the company or in personalized "my open cases". Email and document templates (instruction guides, etc) are shared for the internal and external customer service people.
Click here to learn more and see a demo for this feature.
Features
- Manage customer cases.
- Manage related solutions.
- Quickly find customer information.
- Automatically display the version history of the cases and solutions.
- Share your emails and documents templates (instruction guide, etc).
- Be automatically alerted when a case is assigned.
- Quickly move your Outlook emails to SharePoint CRM.
- Display statistical case reports.
- Log your calls in a click.
Outlook Connector
Outlook Connector for SharePoint makes it easy to move your emails from Outlook into the SharePoint list of activity history of the related customer.
Click here to learn more and see a demo for this feature.
Learn how the Synchronization with outlook is performed
Features
- Quickly move received emails into customer's list of activities history.
- Automatically select sender's email address or manually search for a customer.
- Attach your email to an opportunity, account or case related to your contact.
- Contact synchronization between Outlook and SharePoint.
Offline Access
Using Microsoft Outlook 2007, you can synchronize your SharePoint CRM data to work offline. Lists will automatically synchronize back when connected again.
Mobile Access to SharePoint CRM
You can access to SharePoint CRM data using a phone or PDA thanks to simplified text lists.
Features
- Work offline using Outlook 2007.
- Synchronize lists when connected again.
- Mobile access to SharePoint CRM.
Reports
SharePoint CRM delivers prebuilt reports to consolidate your CRM data, and help you make better decisions. Example being reports based on open opportunities grouped and sorted by expected closing date. Furthermore, you can simply add your own customized reports in Easy CRM or for more detailed report publishing and analysis you can export right into Excel or create dynamic graphs using Visio. SharePoint CRM even allows you to create dynamic dashboards.
Features
- Manage existing reports and add your own customized reports.
- Export your data to Excel and build detailed reports.
- Create dynamic graphs using Microsoft Visio.
- Synchronize your Excel or Visio reports.
- Build scorecard indicators directly in SharePoint CRM (option).
- Build dynamic dashboards directly in SharePoint CRM (option).
Partner Relationship Management
SharePoint CRM makes it easy to manage your indirect sales channels with distributors and resellers. Open dedicated and secured workspaces with your external partners in a mouse click. Each partner manages its own accounts, contacts, opportunities and cases independently, while you receive emails automatically when changes are made by your partners. This information will be automatically consolidated in SharePoint CRM
Features
- Create dedicated workspaces for your external sales partners.
- Your partners independently manage their account, contacts opportunities or cases.
- Data will automatically be consolidated in SharePoint CRM.
- Faster and more accurate communication with your partners.
- Automatic email alerts.
Customization
One of the biggest benefits of SharePoint CRM is a high level of customization, allowing you to easy tailor your CRM software to your needs. It's simple to add new lists like a project list, a resource list or a product list. You can simply add or edit each fields and views. You can also modify each page with drag and drop. The data viewer web part allows you to customize each CRM pages to your needs.
Features
- Manage existing prebuilt reports or add your own customized reports.
- Manage workflow rules to automatically assign tasks.
- Manage existing lists or create your own customized lists.
- Manage your CRM pages easily using drag and drop.
- Create as many customized fields as you want.
