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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.
Description
Sales Desk provides invaluable access to the data produced by your team during their work processes. By compiling and completing sales reports, you can pinpoint the strengths and weaknesses of each sales representative while maintaining an overview of the entire sales cycle. This tool offers a comprehensive understanding of your customer base and their purchasing behaviors. Moreover, Sales Desk encourages sales reps to follow up on their meetings and various activities, alerting you to significant opportunities nearing closure, thus ensuring you have complete visibility into your team’s sales processes. Additionally, Activity Base allows users to organize their daily tasks and monitor upcoming or outstanding activities efficiently. Each opportunity can also be connected to a quotation, which can be updated and managed easily, facilitating the creation of tailored quotations for both the company and its users. As a result, this integrated approach enhances overall sales performance and customer satisfaction.
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
$15 per user per month
Free Trial
Free Version
Pricing Details
$300 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
SP Marketplace
Founded
2012
Country
United States
Website
www.spmarketplace.com/office-365-sharepoint-crm.html
Vendor Details
Company Name
Sales Desk
Country
United Arab Emirates
Website
salesdesk.ae/crm/
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