Simplify Sales and Marketing with SP CRM on Microsoft 365Comprehensive CRM Solution
SP CRM is a powerful CRM on Microsoft 365 that makes managing your sales process easy. It gives you a complete view of your workflow, helping you from start to finish. Whether you’re starting a campaign, capturing leads, tracking opportunities, or managing accounts, this solution keeps everything in one place. Easy Integration with Microsoft Teams Built right into Microsoft 365 and Microsoft Teams, SP CRM lets your sales team work smoothly without needing extra logins. This CRM on Office 365 works with your team’s existing tools, simplifying daily tasks and making the sales process faster and more efficient. Utilizing Microsoft 365 Infrastructure By using the familiar Microsoft 365 tools, SP CRM gives your sales reps instant access to key documents and insights. This smart CRM on Office 365 helps them track leads, close deals, and stay on top of tasks—all with tools they already know and trust. |
|
|
|
Collaborative Sales Environment
SP CRM is the perfect CRM on SharePoint, designed to help sales teams work together in one place. Whether it’s sales engineers, development reps, or managers, everyone can share ideas and tools to close deals faster and more effectively. Enhanced Sales Experience This solution combines SharePoint and CRM to make sales easier and smoother for your team. Instead of relying on complicated tools like Dynamics CRM, SP CRM is fully built on SharePoint and Microsoft Teams. It’s user-friendly and packed with all the features your team needs to succeed. Facilitates Teamwork Across Roles SP CRM uses SharePoint and CRM features to create a space where everyone can collaborate, no matter their role. From engineers to managers, teamwork becomes easier, helping your team close more deals and share knowledge for better results. PS. SP CRM does not require Dynamics CRM. It is a separate CRM solution built on Microsoft Teams and SharePoint. |
|
|
|
Key Features
Sales Tracking
Manage and track sales activities from lead to closed account.
|
Sales Reporting
Analyze pipeline with flexible report views and dashboards.
|
Facilities Management
Track and manage Marketing programs collateral and more.
|
Manage Sales Docs
Manage files and docs linked to Accounts throughout the process.
|
Setup to Support any sales process
Customize to support process stages and automate task.
|
Total Customer Management Solution
Combine with SP Projects and SP customer Service as an integrated customer management solution.
|
So, what are the benefits?
1. Streamline Sales:
2. Empower Sales Teams:
3.Enhanced Visibility:
4. Customization and Scalability:
5. Security and Compliance:
1. Streamline Sales:
Optimize your sales process with SP CRM, tracking leads, opportunities, and accounts seamlessly. Benefit from automatic follow-ups and utilize powerful collaboration tools within Office 365 and SharePoint, enhancing online meetings, chat, and screen shares.
2. Empower Sales Teams:
SP CRM in Microsoft Teams equips your sales team with essential resources and knowledge. Beyond traditional CRM, it offers collaborative tools like discussions, knowledge base, and social network integration. Organize tasks, chat one-on-one, and set up online meetings for effective collaboration.
3.Enhanced Visibility:
SP CRM offers a complete view of the customer life cycle, making sales forecasting easier and more accurate. With CRM on O365, you can take advantage of customizable dashboards that let you track important data at a glance. It seamlessly integrates with Power BI, allowing you to merge and analyze data in one place. For an even more powerful experience, you can connect it with tools like the SP Marketing Portal, SP Project Tracker Portal, or SP Customer Service Portal. This creates a fully integrated customer management system that simplifies your workflow and boosts efficiency.
4. Customization and Scalability:
Tailored to diverse organizational structures, SP CRM effortlessly adapts to unique needs. Built on Microsoft 365 and SharePoint, the solution ensures scalability from small teams to large enterprises, growing alongside your organization.
5. Security and Compliance:
As a Platform as a Service (PaaS) solution, SP CRM guarantees secure data ownership on Microsoft 365. This stands in contrast to Software as a Service (SaaS) products, emphasizing commitment to fortifying policies and ensuring compliance with industry regulations
Natively Built on Microsoft 365
SP Marketplace products represent a paradigm shift in business applications, meticulously crafted as no-code modules on the robust Microsoft 365 Platform. Harnessing the power of SharePoint and Microsoft Teams, this approach unfolds a spectrum of benefits:
Native
|
Seamless Sign-Ons and GovernanceAuthentication and governance seamlessly integrate with your existing Active Directory, providing a cohesive user experience aligned with your organizational structure.
|
Enhanced User
|
Tailored
|
Future-Proof EvolutionEvolving in harmony with the Microsoft 365 Platform, our products stay at the forefront of innovation, continually leveraging new capabilities introduced by Microsoft to ensure sustained relevance and efficiency over time.
|
Maximize Sales Potential, Minimize Marketing Fuss |
|
