Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Marketing automation tools enable the nurturing of leads while effectively monitoring outcomes. Seamlessly integrated with sales management systems, these tools enhance the ability to close more transactions successfully. Sales management software allows for the tracking of activities, expansion of sales pipelines, and efficient customer management. Generate insightful reports that guide critical business choices. Project management applications assist teams in maintaining organization, fostering collaboration on tasks, and monitoring progress. Visualizing objectives and achieving significant milestones become attainable goals. Accomplish tasks efficiently with an aesthetically pleasing dashboard that keeps users engaged and eager for more features. Effortlessly monitor progress and achievements in games, earning badges, coins, and completing collections for tangible rewards. This approach not only motivates users but also drives results. Sales professionals thrive on competition; harness that competitive spirit within your team, and observe a remarkable increase in your sales performance. A culture of competition will not only enhance motivation but also elevate overall team productivity.
Description
SP CRM is an intuitive yet comprehensive customer relationship management tool designed for Office 365, offering an all-encompassing view of sales activities and pipeline management. This solution facilitates the entire journey from marketing campaigns to lead acquisition, opportunity monitoring, and managing customer accounts. Since it is embedded within Office 365, it seamlessly integrates with Microsoft Teams and SharePoint, allowing your sales team to engage with the platform without the hassle of logging into a separate application. Being part of the Office 365 Digital Workplace enables sales representatives not only to monitor potential deals but also to access essential documents, information, and insights necessary to finalize transactions. Furthermore, the collaborative features of the portal empower various sales roles, including sales engineers, development teams, and management, to work cohesively. Additionally, when combined with SP Projects and SP Customer Service, it creates a holistic solution for managing customer relationships effectively. This integration enhances the overall efficiency of the sales process and fosters a more productive working environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
Microsoft Power Apps
No
Microsoft SharePoint
No
Microsoft Teams
No
Wufoo
Yes
Integrations
Microsoft 365
Yes
Microsoft Power Apps
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
Wufoo
No
Pricing Details
$35 per user per month
Free Trial
No
Free Version
No
Pricing Details
$15 per user per month
Free Trial
No
Free Version
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
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
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
RedLotus
Country
Hong Kong
Website
crm.me/
Vendor Details
Company Name
SP Marketplace
Founded
2012
Country
United States
Website
www.spmarketplace.com/office-365-sharepoint-crm.html
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Email Template Design
A/B Testing
No
Code From Scratch
No
Drag & Drop Editing
No
Image Library
No
Import HTML Code
No
Mobile-Friendly / Responsive
No
Potential Issue Identification
No
Premade Templates
No
Proofing
No
Reporting / Analytics
No
Text Editor
No
Theme Editor
No
Gamification
Badge Management
Yes
Collaboration Tools
Yes
Contest Management
No
Feedback Management
No
For Call Centers
No
For Developers
No
For Education
No
For Onboarding
No
For Sales
Yes
Goal Setting / Tracking
No
Leaderboards / Activity Tracking
No
Performance Metrics
No
Rewards Management
Yes
Sales Force Automation
Call Management
No
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
No
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No