Deploy a Professional Lead Nurturing Solution

This is an example of a professional lead nurturing solution built using our components with no development needed.

At BPA, we defined nine formatted HTML email templates to nurture our inbound leads. These emails contain static text and images plus dynamic content based on the product the visitor selected when submitting a trial form on the BPA web site. Email templates are stored in a SharePoint document library within BPA CRM.

Image: Lead nurturing email templates in BPA CRM

Image: Preview of an email template including merge fields

Once a visitor submits a trial form from our web site, the contact and organization details are automatically added to the Accounts and Contacts list as a Lead in SharePoint CRM site.

At this point, a workflow starts and will send a welcome email to the visitor. The workflow is a simple SharePoint Designer workflow triggering a BPA Action to Send Email. During the first month following the trial request, the workflow will send several emails, guiding the visitor to discover our products and solutions.

Sent emails are automatically tracked within the Activity Stream in the BPA CRM and linked with the visitor contact and organization details.

Image: Emails are tracked in BPA CRM and linked with the related visitor contact and account

In the contact detail page, the sales persons can see when and how many times the emails were opened by the contact person. Based on this information, sales persons can prioritize calls.

Image: Email open rate details with BPA CRM

Inbound leads are tracked in a visual system with BPA CRM. Colors will help the sales person to follow-up with leads.

Image: Visual lead pipeline with BPA CRM

The whole process is fully automatic and happens completely in SharePoint.

Do you want to test the lead nurturing process live? No problem, just ask to request a trial here.

 

 

Silverside Strengthens Partnership with BPA

Silverside wants to inspire people and motivate them to reach their full potential. If employees have passion for their work and enjoy the collaborative process, productivity will naturally follow. BPA’s goal: increase end user adoption of collaboration platforms with our 3G methodology for SharePoint and IBM Connections. As part of our “buy and extend” software development strategy, BPA is excited to build our partnership with Silverside, one of the best-of-breed solutions in the IBM and Microsoft partner network today.

Over the past year the Dutch marketplace has matured enough to implement business solutions with SharePoint. But several customers of Silverside were disappointed in the long lead time for developing SharePoint business applications. “We had to offer our customers an alternative solution. That’s when we turned to BPA to evaluate our web part portfolio. We can now deliver custom applications in less than 30%-40% of the regular development lead time. For example, we can change the look and feel of forms and lists in just a matter of minutes with no development. The BPA xRM platform truly leverages all that SharePoint has to offer,” says Andre Krijnen, SharePoint architect and partner at Silverside.

The old expression says,

The proof of the pudding is in the eating

and BPA is no exception. BPA has built its line of standard business applications on SharePoint using its own web part toolbox, showing BPA’s confidence in its solutions.

Our customer base especially appreciates specially the CRM and Quality Management applications. Most importantly, BPA believes what we believe: increasing the end user adoption of SharePoint,

By working together, BPA and Silverside bring their customers better collaborative tools—and higher productivity as a result.

Tips from Townsend: Using the BPA Quote Generator

This month I’d like to share with you some of the features and functionality inside of the BPA Quote Generator. The BPA Quote Generator is a tool for creating library of your products and their details and then using that product list to create customer quotes that can be associated to all of your existing CRM data for reporting and metrics. There are many ways to customize the BPA Quote Generator to meet your business needs and processes. I would like to walk you through the process of creating a quote and then viewing the details of that quote inside of its CRM relationships.

The BPA Quote Generator does not come installed with our CRM application template by default. We prefer to let you decide if this bit of functionality is something you’ll use and then create the lists that support the BPA Quote Generator if so. To install the Quote Generator on your site, it’s a simple process of accessing your Site Settings and clicking on the BPA Quote Generator link. A very quick few step process will check to see if the lists already exist and if not prompt you to allow the system to create the necessary lists and columns. Very simple. For any additional information required about the installation of the BPA Quote Generator you can check out the BPA Community site I’ll focus mainly on the features and functionality within the BPA Quote Generator today.

Step 1 – Account and Contact for Relationship

Next we’ll need to ensure that we have an Account and a Contact to associate a quote to.  In this example we’ll be using a company called Aero Space Ltd and a contact from that company by the name of John Gamble.  As seen in screenshot 1, there currently is not a quotes tab included and we will need to add one so that we can see all related quotes to this account.

Step 2 – Adding Products and Pricing to our Quote System

You can create as many columns as you wish to tie in all the meta-data you may currently track in relation to your products.  For instance, some companies may sell minerals and need additional columns to track the mineral composition and formulas for those products.  Whatever product you’re selling, physical or virtual, you can adjust the BPA Quote Generator to include your specific data.

The pricing list provides us with the ability to setup price breakpoints based on quantities ordered.  Within the system there are 5 breakpoints you can set for an item.  So you’ll specify that Product A has the price of $20 for less than 20 items ordered.  But as you buy more, let’s say 50 items, you can then set the price to $18.  This allows the system to automate some of your calculations and keep your focus on the bigger picture.  Not shown here, but there are also some lists included in the BPA Quote Generator setup to configure VAT tax rates so that you can include those values in your final quote if applicable to your geographic location.

Step 3 – Creating a Quote

Step 4 – Adding items to a quote

We’ll create a new quote and fill in some of the applicable information that relates to this quote.  You’ll notice I’ve given the quote a title to recognize it by, I’ve related it to the Aero Space Ltd company and to John Gamble from that company as well as to an opportunity in the system that we’re tracking.  You can standardize

how some of this information looks and acts in your system by writing SharePoint Designer workflows.  For instance, the title field is very open to individuals input and you could standardize the format of that by doing a simple workflow to concatenate some data about this quote and overwrite the title field.  i.e.  Title = [Product Name]  [Quantity]

Also, you’ll notice there is a “Total Amount” field that we’ll leave blank for now.  By using our BPA Custom Column that comes with the xRM platform, you can calculate all items we’ll be adding to this quote and have this field updated as items are added.

After we’ve added a quote to our system we can now go into the details of that quote and click on the “New Quote Line” button to add products from our site to this quote.  In this example I’ve added the BPA Quality ENT SRV product to my quote.  When I selected that from the drop down, our form automatically populated the rest of the product description data from our products list.  Next I can enter a VAT rate if applicable and then finally the quantity of items this quote is for.  Once you enter the quantity of items, the quote system refers back to the pricing list and the break points we setup earlier to determine the price for this product based on quantities.  Once we’ve got the information in our new line item form we’ll click “Save”.

Step 5 – Creating a Quote Document

30+ Integrated SharePoint Web Parts Designed to Improve the User Experience

We have designed our SharePoint web parts and solutions to answer the business need that technology is a way to achieve results and that the user experience is the final objective. Our solutions are built to support business best practices and empower business managers with a flexible and scalable tool to manage the solutions that run their business.
Key benefits of our SharePoint web part bundles:

  • Increase user adoption through an intuitive UI
  • Quickly reach functional requirements with SharePoint
  • Give the control back to line of business managers to continuously adapt solutions to their needs
  • Aligned with IT strategies to unify technologies and reduce costs

Three editions of our SharePoint web part bundles are available: Standard, Professional and Enterprise. No matter the size of your organization, the edition choice should be based on the functionality you need for your solution. Each edition builds on the capabilities of the previous edition.
Below is a list of the main SharePoint web parts included in our bundles.

List of the main SharePoint web parts included in our bundles.
ComponentFeaturesUser Benefits
Navigation Allows displaying colored navigation buttons with icons or a text navigation. The bar is configurable for each end user. Navigation headers are collapsible. Simplify UI. Improve ergonomics and display relevant topics only.
Data ViewerThis central component highlights relations between lists and libraries. All important data is visible in one single page. 20+ buttons are available to present data (move or copy data). Filtering in each column is also allowed.Have all relevant data in one single page. No need to search for data in different lists. Easily perform 20+ actions directly in the page such as sending an email, mail merging a document, duplicating data…
PageWith this tool you have more flexibility to dispose mixed BPA components in tabs and pages.Have different sources of data in one single page, like list data, charts, KPIs, etc.
CalendarDisplaying items in a calendar view with colors. Can aggregate many lists in one single calendar.Have one single aggregated calendar. Avoid researching in many calendars.
Send EmailSend one or many emails with SharePoint using shared templates. Easy recipient search in the different lists. Many options are possible to generate activities or campaigns. Email tracking is also possible.Communicate easily with shared email templates. Send emails to one or many recipients, directly from SharePoint.
Charts15 types of graphical charts will display data from your selected lists and views, like bar, gauge, pipeline, range, radar charts… Charts are interactive and drill down to access data is available.Makes it easy to read data with interactive graphical charts.
SearchThis tool enables searching in a specific list or the whole site.Instant data search.
HierarchyWill display data relations in a hierarchical tree view.View related data in a user-friendly way.
ReminderThis administration tool will send automatic email alerts based on field conditions.Get automatically notified when action is required.
Email MarketingAllows preparing and sending a mass email using an external email marketing tool. Lists and campaign results are synced between both systems (open rate, unsubscribes, etc.).Stay in touch with your communities through newsletters, events, etc. directly in SharePoint.
Custom FieldsColumn type performing calculations with the current list or child lists. Results will be displayed as a value or a colored flag.Colored flags will tell you if you’re late or if your work is efficient.
Field ReplicationReplicates a field value from a list to another. It’s used to perform calculations with parent-child lists.Access cross-list data.
Office ConnectorThis optional module is to be installed on a user PC and works with MS Outlook 2010 and later. Users can easily select emails, events, tasks or contacts to be added in SharePoint, while keeping the context. Track all important emails within SharePoint retaining the original context of the email.
Email ReceiverThis server application will propose contacts to be added in SharePoint and will automatically copy incoming/outgoing emails in SharePoint. This works with Exchange and Exchange online servers.Let the tool propose contacts to be added in SharePoint and automatically track emails.
Data EditorThis tool improves SharePoint forms with intelligent lookup fields, cascading lookup rules, field permissions, collapsible sections and tabs. This will also prevent you from entering duplicates in the system.Drastically simplify editing data with SharePoint forms. Ensure data is consistently entered in SharePoint.
Mail Merge Mail merge will let you produce one or many formatted Word documents, like letters or reports, merging SharePoint data.Generate formatted documents such as meeting reports, letters, and dashboard on the fly, directly from the browser.
QueryThis is a report generating tool. A wizard guides users to create reports, extracting data from many SharePoint lists with advanced filters. Extract data or build multi-list reports, with no need of IT people.
FavoritesSimply select and view your favorite items.View at a glance what your favorite items are.
PermissionsDefine automatic SharePoint item-level permissions, based on fields and conditions.View your items only.
Quote GeneratorA wizard will create all necessary lists to create sales quotes or proposals, with the related price list, VAT rates, currencies and products. Create sales offers with SharePoint.
KPIThis tool displays indicators or KPIs in a scorecard view for a repeating period. Colors will be automatically set, based on targeted objectives. Average and tendency is automatically calculated.View processes performance with an enterprise cockpit.
ImportThis wizard will guide users when importing data in one or many SharePoint lists, with duplicate handling. You can import up to 1000 items, from a csv file.Be autonomous when importing data in the system, like contacts with related companies.
Web ConnectorThis wizard will guide you in generating forms to be published on the web. When submitting data, it will automatically be copied in the desired SharePoint lists.Avoid retyping data. Data from the web site or help desk portal will automatically be copied in SharePoint.
ReplicationReplicate, aggregate or consolidate data from a SharePoint site/list/view to another site. Cross server or farm replication is possible.Access cross-site data.
External ConnectorThis allows mass importing or synching SQL data with SharePoint. View data from multiple source in one single location.
Sales SystemThis tool displays items in a visual pipeline. Items are highlighted with colors, based on rules. It’s mostly intended to sales persons when tracking sales opportunities.Read data in a visual pipeline with colors.
Mobile AppsNative apps for iPhone, iPad and Android. Highly configurable apps that deliver full relationship management with your mobile devices, even while offline. Central user management platform.Access data anywhere and anytime.