SP MarketPlace

Transforming Business with SharePoint and Office 365

S H A R E P O I N T C R M

	Simple, yet powerful CRM
	Cloud (365) or on-premise deployment
	Easy to use, and configure
	Covers entire customer lifecycle
	Full mobile/tablet support
	A cost effective approach to CRM

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SharePoint CRM Application - lite by SharePoint Marketplace is a simple CRM which provides Campaign Tracking, Contact Management, and Case Management built for all versions of SharePoint (including the free Foundation version) and Office 365 SharePoint Online environments. It is a flexible, easy to use and adaptable CRM (Customer Relationship Management) application. Taking advantage of native SharePoint functionality, SharePoint CRM provides a rich and comprehensive feature set to manage business relationships.

If you are small to medium company looking for a basic CRM application to support your marketing, sales and customer service needs, then this lite version may fit your needs. Add web parts, branding and customize to create the solution to fit your organization's specific needs to drive customer satisfaction and revenue productivity.

K E Y F E A T U R E S

	Manage Accounts, leads and prospects. Link documents and activities to Accounts, Prospects and contacts.		Manage Marketing Campaigns and Track Lead follow-up. Capture leads from excel or from your website forms.
	Provide your sales and customer service team with a collaborative portal to share information, tasks, calendars and discussions.		Full Customer service case management tracking and support.
	Flexible Dashboard Views provide visibility and more accurate forecasting		Link and/or synchronize data with back office systems like Quickbooks, Dyanmics GP, SAP and more
	Seemless integration with Outlook. Attach all interactions to opportunities, contacts and account including emails, IM and attach docuements from libraries to emails		100% Customizable to fit your specific process and data needs without programming

Put SharePoint to Work for Your Organization Today!

L E A R N M O R E

	Features Detail
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	Video Demo
	Live Demo
	Deployment
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A D D - I N s

	Web Parts
	Outlook Integration
	Back-Office Integartion
	Email Marketing
	Branding

SP Marketplace provides SharePoint applications and services specifically designed for the needs of small to medium organizatons. These applications leverage the latest technologies and can run in the cloud or on-premise.

PRODUCTS

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Human Resources

CRM

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