3 Reasons Why CRM Built On SharePoint Maximizes ROI

Limited resources and a demand for double-digit return on investment (ROI) require managers to define projects that can leverage multiple technologies to achieve compounded results. In its “Technology Trends 2014” survey, Computer Economics identified CRM systems as the most low-risk/high-reward technology trend, based on cost predictability and ROI. The ROI of a CRM implementation can be extended even further by building it on top of the existing structures of the powerful SharePoint platform.

Did you know you can do CRM with SharePoint?

SharePoint has the most important ingredients to be an excellent collaborative CRM platform, like document management, workflow capabilities, data storage and management capabilities, real time discussions and many more.

Obviously SharePoint is not a CRM tool. What is SharePoint missing to be a powerful CRM system? The answer is, what are you expecting from a CRM system?

A CRM is a customer relationship management system. This means a CRM tracks relations with customers (and possibly other communities). In other words, a CRM is an operational system to track daily interactions you have with customers, like meetings, calls, emails, tasks, sales opportunities, documents, etc.

An intelligent CRM system needs to help end users tracking these relations with little effort, like suggesting contacts or automatically categorizing incoming and outgoing emails.

For sales and marketing users, the CRM system should provide guidance in viewing the best leads or opportunities that will deliver value. Inbound leads should be provisioned automatically in the system. In addition, the tool needs to support prospecting activities, like sending emails to leads and tracking answers.

An intelligent CRM system will distribute tasks and alerts automatically when users are needed to accomplish their work and make the sales or marketing process move forward.

Finally, the aim of any CRM system is to track how your teams are performing. From weekly activity reports to monthly sales forecasts, a CRM tool should deliver key metrics to continuously improve your processes. For managers, an accurate sales dashboard should provide all of the information needed to ensure that objectives will be met.

Download the white paper and learn:

  • What features of SharePoint make it uniquely suited to extend the benefits of CRM?
  • How CRM achieves game-changing ROI for your organization.
  • Why a marriage of CRM and SharePoint should be your next IT investment.

>> Download the white paper now !

Tips from Townsend: Using the BPA Community Site

BPA Community Site Home


The BPA Community site is your one stop for everything related to your BPA Application. It provides you with Get Started instructions, documentation, training, downloads, FAQs and support. This blog post will walk you through the six major parts of the Community site and its resources. Your first step is to register an account with our BPA Community site by clicking on the “Register to BPA Community” link in the left navigation.

Get Started

BPA Community Site Get Started


The “Get Started” section lets you access our Getting Started for Administrators guide. This guide outlines step by step the system requirements and prerequisites for installation, as well as the installation/update procedures. Within the guide you’ll find “First Steps” instructions for creating your new xRM Application and activating licenses to allow your users access. Additionally, our Getting Started for Administrators guide covers topics including User Management, Data Migration, Basic Configuration and Customize the Content of Your BPA xRM Application.

Documentation

BPA Community Site Documentation


The documentation in the BPA Community site explains settings and configurations for each of the BPA xRM and WebPart/Component pieces. Within each page we describe the various options in configuration and provide examples of use. We continually update the Documentation section to ensure up-to-the-minute information at your fingertips.

Training

The new Training section is currently a work in progress that we’ll be releasing in the near term. This section of the BPA Community site will deliver content and videos that provide actual walkthroughs of configurations, as well as sample use cases for various BPA xRM pieces.

Downloads

BPA Community Site Downloads


Once you’ve been issued a license for any BPA Application, you can access your license files any time through the BPA Community site. Within the Downloads section of the Community site you can also download your application installer and any other software included with your purchase. This includes the xRM installer, Web Connector, Office Connector and the Data Migrator.

Find Answers

BPA Community Site Find Answers


This is the BPA Solutions Knowledge Base, your source for answers to common questions and issues. We take note of frequently asked questions and document them for your convenience. We continually add items to our FAQs and we welcome the submission of new topics to our FAQ section.

HelpDesk

BPA Community Site Help Desk


The HelpDesk is your communication link to BPA. It provides six options for submitting a request:

  • Bug & License Issue Reporting: If you have a functional error or bug related to any of BPA’s products (but not to an associated product like MS Office or SharePoint), or if you have a license issue.
  • License Request: If you have a BPA license request or BPA software assurance request.
  • System Issue: If you have a cloud/hosting issue, an installation/upgrade issue or a system issue.
  • Training & Services Request: you need training or professional services.
  • New Feature Request: If you would like to propose a new feature or enhancement for our products.
  • Other: If you have a request not related to any other category.

The BPA Community site is your resource for help, training, information, important downloads, and much more. It’s part of BPA’s proactive approach to answering your questions and anticipating our customers’ needs. Still have questions after browsing the various sections of the Community site? Please submit a request to the HelpDesk and someone will assist you right away. We look forward to any input you may have.