Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Small and medium-sized enterprises often lack the means to invest in elaborate and costly CRM software options. BPACRM365 addresses this gap by offering a contemporary application for customer relationship management and project oversight, designed to operate seamlessly within the secure and powerful Office 365 cloud environment. This app takes advantage of advanced technologies for instant communication and video calls via Teams, teamwork through SharePoint, process automation, insightful reporting, and more. Users can enjoy the convenience of accessing their CRM application on any device—be it a smartphone, tablet, or computer—without needing to integrate a third-party system, all while utilizing their preferred tools such as Teams and SharePoint. By choosing BPACRM365, businesses can elevate the experience of their sales and service teams, ultimately leading to greater achievements as they venture into new technological realms. What sets BPACRM365 apart from other external CRM solutions is its foundation on familiar Microsoft tools that sales personnel already use, which enhances overall user satisfaction. Additionally, by operating the application within Microsoft Teams, teams can boost their productivity, make quicker decisions through real-time discussions, and access CRM data effortlessly while engaging in conversations.
Description
Begin engaging with your employees: You have the option to select from numerous established goals or craft a custom message tailored to your specific needs. Choose the recipients: You can either reach out to all employees or narrow it down to a specific group based on their organizational details (such as department or role) and their previous activities (like pages viewed or goals achieved). Develop a mechanism to encourage action: Messages can be dispatched through various channels, including email, SMS, in-app pop-up notifications on SharePoint, automated phone calls, or even directed to third-party services. Evaluate employee feedback: You can analyze how your target audience responds, inspiring them to take action like updating content, participating in sessions, or fulfilling their training requirements. Additionally, by strategically monitoring these interactions, you can refine your approach and enhance engagement efforts for future communications.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
Microsoft SharePoint
No
Microsoft Teams
No
Integrations
Microsoft 365
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$599 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BPA Solutions
Website
www.bpa-solutions.net/software/office365-crm-app/
Vendor Details
Company Name
CardioLog Analytics
Founded
2005
Country
United States
Website
www.intlock.com/products/sharepoint-office365-analytics/cardiolog-engage/
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
SaaS Management
License Management
No
Onboarding
No
Renewal Management
No
SaaS Operations Management
No
Shadow IT Detection
No
Spend Management
No
Subscription Management
No
Usage Tracking / Analytics
No
Vendor Management
No