SP CRM  is a simple yet full-featured Office 365 SharePoint CRM that provides a complete view of the sales pipeline and activities. It supports the entire life cycle from campaign tracking, lead capture, opportunity tracking and account management. Because it's built on Office 365 and SharePoint, SP CRM becomes a natural part of your sales team's daily activities; no need to sign in to another application.

As part of the Office 365 Digital Workplace, your sales reps not only track opportunities, but also have access to all of the documents, information, and knowledge they need to close the deal. Sales staff like sales engineers, sales development personnel, and sales managers work as a team using the portal collaboration features. 

Deploy in SharePoint Classic or Modern user experience

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How Will SP CRM Transform Your Organization?

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Optimize the Sales Process

​Using the CRM Application, your sales and marketing team can track potential business from campaign, leads, opportunities, and accounts. Capture leads from web forms and alerts and assign a qualification level. Track as an opportunity and close the deal. Set up for account management. Opportunity activities are followed through stages. All documents, tasks, workflows, appointments, and work logs are accessed from a single screen. Easily set up automatic follow-ups smart tools. Because it is a part of Office 365 and SharePoint, all of the powerful collaboration and communication tools are available to use as an integrated part of the sales process for online meetings, chat, and screen shares.

Arm your sales team with the right resources and knowledge

​The closers on your sales team are the ones armed with the right information and resources at the right time. This Office 365 SharePoint CRM goes beyond a traditional CRM to provide knowledge sharing tools like discussions, a knowledge base, and ideas and tips. Connect with social networks to learn about, follow, and understand a business account. Collateral, features lists, and competitive comparisons can easily be found in libraries using search. Teams can organize sales tasks attached to opportunities, and even chat one-on-one or set up online meetings. 

Visibility across the entire customer life cycle

The key to successful sales is the ability to see across the sales cycle to forecast business. SP CRM provides a powerful yet easy way to see the sales pipeline from all angles. Filter sales reports your way to see data from different views. SP CRM is integrated with Power BI so that you can merge sales data with data from other systems and services. ​Deliver fully customizable dashboards filtered by region or role. Link to SP Marketing Portal, SP Project Tracker Portal, or SP Customer Service Portal to achieve  a fully integrated customer management experience.

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Features

Track Sales in
​the CRM

• Simple yet powerful CRM
• Support entire sales cycle from lead to opportunity to closed account
• ​See all activity in one view, correspondence, documents, appointments, discussions, and more
• MyTerritory workspace for reps to optimize their work
• Track sales process with stages and checklists in opportunities
• Analyze pipeline with flexible report views and dashboards

Sales Team Portal

• Central point to access resources like collateral, media, documents templates and more
• Share tips and ideas through discussions, a knowledge base, and chat and online meetings
• Research accounts and contacts with links to web services
• Get the latest news, announcements, and meetings
• ​Set up industry news feeds 

Integrated with the Digital Workplace

• Common user experience across Office 365 and Portal structure
• Optionally link accounts to SP Projects and SP Customer Service to see the full picture
• Integrated with Skype for Business so reps can contact clients directly and set up online meetings
• Link email, calendars, and other Office 365 tools to CRM​

Easy to use, anywhere, any time any device

• Intuitive common user experience across the Digital Workplace
• No extra sign-ons or passwords
• Responsive design supports any device with a browser
• Access anywhere there is Internet access, at work, with a client, on the road

Marketing Features

• Manage and Track contact databases
• Create and track marketing campaigns, link tasks, and documents
• Document management libraries for collateral development
• ​Media library to manage and store videos, graphics, and audio
• Marketing calendars for events, campaigns, and social networking

Native Office 365 and SharePoint

• Built on native SharePoint using lists, libraries, and pages
• An Office 365 SharePoint CRM that is 100% customizable by power users using the SharePoint web interface
• No code template solution
• Not impacted by Office 365 or SharePoint Online changes