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SharePoint CRM is priced per site and users. You can purchase or rent one or many SharePoint CRM sites (e.g. you'll be interested to have many 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 in SharePoint CRM |
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| Move your Outlook events in 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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| 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 Case |
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| Case and solution management |
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| Automatic workflow rules and alerts |
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| Web to 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 lead |
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Reports and Dashboards
| Reports and Analysis |
Features |
| Prebuilt and customized reports |
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| 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 |
| Easy 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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