Solution Overview
SOPRA™ Enterprise CRM for SharePoint takes Customer Resource Management to a new level.
SOPRA™ our new generation of CRM for SharePoint, helps you to better Manage Client Information, Business Opportunities, Contacts, Project Information and all your critical relationship information.
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Never before has a CRM been able to make up-to-date and accurate customer information accessible and ubiquitous within other applications of SharePoint.
This solution is easy to use for any member of your organization and eliminates time wasted with rigid client information forms in traditional CRMs by employing lightning fast AJAX 3.5 technology. SOPRA™ Enterprise CRM SharePoint CRM is the Enterprise level CRM for:
- Sales Force Automation
- Bi-directional relation between any list within the CRM
- Contact Management
- Opportunity Management
- Accounts Management
- Contract Management
- Creates Client Management Workflow's for Issues plus Maintenance and Service Contracts
- Outlook Integration
- Advance Search capabilities
- Collaboration
- Alert Me
- Electronic Document Management
- Blog
- Wiki
- Creates a Portfolio for Clients and Potential Clients Based on Documents, Emails and Activities
- Announcements
- Task and activities management
- Contract and Case Management
- Manage contract milestones
- Provide contract compliance
- Manages Contractual Phases and Steps
- Document control and security
- Portals view for each contract: process, people/task and information
- Help Desk
- Create and manage service request
- Assigned service to a person or a group
- Knowledge base
- Support FAQ's
- Service Rep Portal View
- Service Rep Mgr Portal View
SOPRA™ Enterprise CRM for SharePoint goes above and beyond the typical functionality found in traditional CRM's. SOPRA™ is an enterprise level application that allows you to manage and dynamically control various operational procedures related to to a contact or an account.