SP Customer Suite on Office 365 and SharePoint 

CRM, Support, Projects
SP Customer Suite consists of three business solutions that work seamlessly as one entity. It lets the sales, support, and services teams work together across the entire customer life cycle starting with a sales lead and continuing to customer service. Track sales opportunities, manage accounts, support and control all projects without having to leave and enter three separate, standalone applications.

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CRM

Support

Projects

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

• Collect support tickets from the customer portal, web forms, and email
• Track ticket assignments, related customers, products, and services
• Help customers find answers faster with documents, a forum, and a knowledge base
• Give access to customers so they can track the status of their support cases
• Track your company's products and services and link to customer support tickets​

• Track project budgets, hours, progress, status, and more
• Manage issues related to a specific project
• Upload and connect documents to a specific project
• Find project documents right from the task you're working on
  
• Publish status reports with key point indicators
• Create and assign tasks for different projects
• Use Power BI reporting for robust project dashboards
  

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