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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
API Access
Has API
Integrations
Microsoft 365
Microsoft SharePoint
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$599 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
SaaS Management
License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management