Name: BPA CRM
Rating: 7 (2 reviews)
Author: BPA Solutions

Help Desk

Web and Video Conferencing

Customer Support

Product Lifecycle Management (PLM)

Text Editors

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Meeting Management

Operational Analytics

Supply Chain Management

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Cryptocurrency Wallets

Hedge Fund

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Composable Infrastructure

Continuous Delivery

Converged Infrastructure

Database Performance Monitoring

Edge Computing

Endpoint Security

Firewall

Fraud Detection

Integration Platform as a Service (iPaaS)

Log Management

Master Data Management (MDM)

Network Behavior Analysis

Network Operating Systems

Network Performance Monitoring

Software Composition Analysis (SCA)

Threat Intelligence

Time Series Databases

Unified Endpoint Management (UEM)

Value-Added Resellers (VARs)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Computer-Assisted Translation

Content Management

Email Marketing

Gamification

Marketing Automation

Product Information Management (PIM)

Product Intelligence

Screen and Video Capture

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Chargeback Management

Computer-Aided Design (CAD)

Membership Management

Municipal

Vertical-Specific

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BPA CRM 2015 is a SharePoint-based integrated solution designed for Customer Relationship Management (CRM) and project management. According to the vendor, this versatile CRM solution caters to the requirements of sales professionals, marketing professionals, customer service representatives, project managers, and business analysts across a wide range of industries.

## Key Features

**Intelligent Relationship Manager**: According to the vendor, BPA CRM 2015 automatically suggests new contacts to be added in the CRM and tracks incoming and outgoing emails regardless of the device used. It provides a centralized platform for managing contacts and communication.

**Email Tracking Module**: According to the vendor, this module tracks who has opened emails sent from the CRM, helping prioritize calls based on email open rates, and provides insights into email engagement and effectiveness.

**Sales Dashboard**: BPA CRM 2015 offers a comprehensive set of tools for tracking sales activities and improving results, based on proven sales methods. It includes out-of-the-box sales performance metrics and key performance indicators (KPIs), according to the vendor.

**Lead Tracking System**: According to the vendor, this feature provides a visual system for tracking leads and important key performance indicators (KPIs). It helps salespeople prioritize leads based on criteria and lead value, utilizing colors to indicate the attention required for specific leads.

**Web Lead Capture**: The vendor claims that BPA CRM 2015 automatically enters leads from websites into the CRM, generates forms for landing pages, and streamlines the lead capture process.

**Email Marketing Module**: According to the vendor, this module enables the sending of mass emails to targeted contacts, ensuring that emails make it to each recipient's inbox, and automatically syncing campaign statistics back into the CRM.

**Marketing Dashboard**: The vendor states that BPA CRM 2015 tracks important metrics and key performance indicators (KPIs) in one centralized dashboard, providing insights into marketing performance and effectiveness.

**Customer Request Tracking**: According to the vendor, this feature automatically tracks customer requests sent via email or through the BPA helpdesk solution. It helps manage and prioritize customer inquiries and support tickets, providing a centralized platform for customer service management.

**Project Management Integration**: The vendor claims that BPA CRM 2015 seamlessly tracks projects directly from the CRM tool, linking projects with associated activities, emails, and documents. It provides a comprehensive view of customer projects within the CRM.

**Mobile Solutions**: According to the vendor, BPA CRM 2015 offers a mobile version of the CRM for iOS devices. It allows cross-device configuration sharing and provides remote and offline access to CRM data.

BPA CRM is a customer relationship management (CRM) integrated into Microsoft SharePoint built for small and medium-sized businesses.

Free Forever

CRM Bundle

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

Starter

Plus

ActiveCampaign

BPA CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

BPA Solutions

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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BPA CRM

Overview

What is BPA CRM?