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SharePoint CRM is priced per site and by the number of users. You can purchase or rent one or many SharePoint CRM sites (e.g. you may be interested to have a number of SharePoint CRM sites to share data with your external partners or clients). You can also purchase a license for unlimited users or a server license.
The SharePoint CRM site contains many features and add-ons (see below). |
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Collaboration
| Collaboration |
Features |
| Advanced document and attachment management. |
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| Document template management. |
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| Alert and workflow management. |
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| Send email directly from SharePoint CRM. |
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| Move your Outlook emails into SharePoint CRM. |
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| Move your Outlook events into SharePoint CRM. |
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| Version history management. |
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| Meeting and project management. |
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| News, calendars, links, surveys, discussion boards, blogs, wikis and pictures management. |
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| Instant messaging. |
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| Mail Merge (generate documents merging list items) . |
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Sales Force Automation
| Sales Force Automation |
Features |
| Account, contact, opportunity and activity management. |
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| Shared team calendar with colours. |
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Customer Service
| Customer Service |
Features |
| Email to CRM Case. |
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| Case and solution management. |
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| Automatic workflow rules and alerts. |
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| Web to CRM case. |
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Marketing
| Marketing |
Features |
| Email templates management. |
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| Marketing campaign management (without multi-list query editor). |
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| Web to CRM lead. |
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Reports and Dashboards
| Reports and Dashboards |
Features |
| Prebuilt and customized reports. |
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| Data export and synchronization with Excel and Access. |
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| Dynamic graphs with Microsoft Visio. |
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| Dynamic prebuilt dashboards. |
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| Multi-list query editor (build complex queries based on many lists). |
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| Chart editor (build graphical charts based on views). |
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Mobile and Offline Access
| Mobile and Offline Access |
Features |
| Mobile access. |
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| Outlook synchronization (2 ways). |
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Customization
One of the biggest benefits of SharePoint CRM is a highly customization level allowing to easy tailor your CRM software to your needs.
It's simple to add new lists like a project, resource or a product list. You can simply add or edit each fields and views. You can also modify each page with drag and drop
| Customization |
Features |
| SharePoint and unlimited customization of pages, tabs, views, fields and columns in the web browser. |
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| Create customized reports. |
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| Pictures and icons management. |
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| Site themes management. |
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| Easy permission management on site, lists and elements. |
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Advanced features
SharePoint CRM makes it easy to manage your indirect sales channels with your distributors or resellers. Open dedicated and secured workspaces to your external partners in a mouse click. Each partner is fully independent to manage its own accounts, contacts, opportunities and cases. You can replicate or aggregate data from a site to another using the replication add-on.
You can view data from external data sources in SharePoint CRM (e.g. ERP data) using the mass data import add-on.
| Advanced features |
Features |
| Add CRM sites with dedicated user permissions (e.g. to manage partner relationships). |
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| Replication and aggregation of list and views (e.g. replicate lists or views from a CRM site to another). |
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| External database connector (mass data import.) |
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