SharePoint CRM
 
SharePoint CRM OverviewSharePoint CRM FeaturesVersions & PricingDemosScreenshots
Collaboration Collaboration Offline Connection Offline Access
Sales Force Automation Sales Force Automation Reports Reports
Marketing Marketing Partner Relationship Management Partner Relationship Management
Cutomer Service Customer Service Customization Customization
Outlook Connector Outlook Connector    

Collaboration Collaboration

What makes SharePoint CRM different from traditional CRM software is the numerous collaborative features that are built in SharePoint 2007.

SharePoint CRM is a real sharing and collaborative tool to be used daily by your teams.

Features
  • Advanced document, version and workflow management
  • Knowledge base management, wikis and blogs
  • Shared calendars and events
  • Customers surveys
  • Meeting management and follow-up
  • Alert management
  • News and links
  • Picture libraries

Sales Force Automation 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.). Outlook Connector makes it possible to quickly move received or sent email in 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.

Flash Demo 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 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. The return on investment of the campaigns is known. You can thus optimize the communication channels with your leads and customers.

Flash Demo Click here to learn more and see a demo for this feature.

Change Management
  • Target a population
  • 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)
  • Display statistical reports about campaigns

Cutomer Service Customer Service

SharePoint CRM make it possible to log customers cases. The related solutions are stored in a knowledge base. People assigned to follow-up cases are automatically notified by email.All activities are centralized in the concerned case form. Case's modification and solution history is automatically saved. Pre-built reports make it possible to display open cases or personalized "my open cases". Email and document templates (instruction guide, etc) are shared for the internal and external customer service people.

Flash Demo Click here to learn more and see a demo for this feature.

Features
  • Manage customers cases
  • Manage related solutions
  • Quickly find customers 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 in SharePoint CRM
  • Display statistical reports about cases
  • Log your calls in a click

Outlook Connector Outlook Connector

Outlook Connector for SharePoint makes it easy to move your emails into the SharePoint list of activity history of the related customer.

Flash Demo Click here to learn more and see a demo for this feature.

Flash Demo 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 to move your email
  • Attach your email to an opportunity, account or case related to your contact
  • Access to your SharePoint contacts directly from Outlook
  • Automatically send and attach your emails into customer's list of activities history
  • Contact synchronization between Outlook and SharePoint

Offline Connection 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 Reports

SharePoint CRM brings prebuilt reports to consolidate your CRM data like for example the open opportunities grouped by expected close date. You can simply add your own customized reports in Easy CRM. You can get more detailed reports in exporting your CRM data into Excel. You can build dynamic dashboards that can be synchronized with Easy CRM. You also can build dynamic graphs using Microsoft Visio.

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 Partner Relationship Management

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. These information will automatically consolidate in SharePoint CRM. You'll be automatically alerted by email.

Features
  • Create dedicated workspaces to your external sales partners
  • Your partners are independant to manage their account, contacts opportunities or cases
  • These data will automatically consolidate in SharePoint CRM
  • Better communicate with your partners
  • Be automatically alerted by email

Customization Customization

On 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 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 fileds as you want
  • Manage existing views or create your own customized views