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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Wufoo

Integrations

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Wufoo

Pricing Details

$35 per user per month
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

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
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

Email Template Design

A/B Testing
Code From Scratch
Drag & Drop Editing
Image Library
Import HTML Code
Mobile-Friendly / Responsive
Potential Issue Identification
Premade Templates
Proofing
Reporting / Analytics
Text Editor
Theme Editor

Gamification

Badge Management
Collaboration Tools
Contest Management
Feedback Management
For Call Centers
For Developers
For Education
For Onboarding
For Sales
Goal Setting / Tracking
Leaderboards / Activity Tracking
Performance Metrics
Rewards Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
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

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