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Average Ratings 0 Ratings
Description
Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies.
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
API Access
Has API
Integrations
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Integrations
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15 per user 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
BuddyCRM
Founded
2012
Country
United Kingdom
Website
buddycrm.com
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
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
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