CRM for SharePoint is a highly customizable Customer Relationship Management Solution based on Microsoft Windows SharePoint Services technology (WSS) that is easily tailored to your CRM needs.
CRM for SharePoint is a user-friendly solution for day to day use by your internal team, plus external partners and agencies. SharePoint CRM allows your users to view marketing, sales and service activities for each of your customers all on the same page.
Included in the solution is Connector Outlook for SharePoint, which makes it easy to move emails from Outlook into the activity history for the related customer.
CRM for SharePoint is available in 3 versions: Entry, Enterprise and Unlimited.
Features
- Account and contact management.
- Opportunity management.
- Activity management (emails, calls, meeting reports...) .
- Marketing campaign management.
- Document management (quotes, orders, price lists, etc).
- Customer service management (cases, solutions).
- Statistical reports (forecasts, pending activities).
- Powerful search engine.
Advantages
- Better tracking and deal closing.
- Increased revenues.
- Centralized and better sharing of customer information.
- Creates a customer knowledge base.
- Reduced customer service answering time.
- Lead efficient marketing campaigns.
- Display reports on customer activities.
- Share email and document templates.
- Quick access to customer information.
