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Description
Enhance the accuracy and speed of your quotes by utilizing the Template functionality alongside the PartsBase integration with ProMRO. Equip your sales team to effectively monitor win/loss statistics, track pipeline revenue, and manage the entirety of your sales process with ease. For further information, be sure to check out the ProMRO ERP for MRO page. Establish streamlined processes that reduce repetitive tasks and unnecessary data entry, enabling you and your team to prioritize customer care and business growth. The ProMRO and PartsBase integration ensures your inventory and RFQs are automatically updated in real time. Boost your team's productivity while keeping inventory costs in check, resulting in happier customers who are likely to return. With the integration tool, searching for PartsBase components directly within ProMRO is effortless, and all pertinent details such as quantities available and vendor information are readily accessible. Furthermore, you retain complete authority over which items to list and exclude when utilizing the PartsBase integration with ProMRO, allowing for a tailored experience that meets your specific needs. This flexibility empowers your operations to adapt swiftly to market demands and enhance overall efficiency.
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
Clients First Business Solutions
Country
United States
Website
promrosoftware.com
Vendor Details
Company Name
SP Marketplace
Founded
2012
Country
United States
Website
www.spmarketplace.com/office-365-sharepoint-crm.html
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse 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