​SP CRM is an all-encompassing Customer Relationship Management (CRM) solution intricately designed on the Microsoft 365 platform. Offering a holistic perspective of your sales pipeline, it seamlessly guides you through the entire business cycle — from campaign initiation and lead capture to opportunity tracking, and account management.
By integrating with Microsoft 365, Teams, and SharePoint, SP CRM effortlessly aligns with your sales team's daily workflow, eliminating the need for a separate sign-in. By Embracing Microsoft 365 as your organization’s infrastructure, your sales representatives not only monitor opportunities but also gain access to a wealth of documents, information, and knowledge essential for closing deals. This collaborative environment encourages teamwork among various sales roles, including sales engineers, sales development personnel, and sales managers.
Elevate your sales experience with SP CRM, where simplicity meets comprehensive functionality.
 
PS. SP CRM does not require Dynamics CRM.  It is a separate CRM solution built on Microsoft Teams and SharePoint.

Our Solutions:
​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 Integration:
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All documents, data, and the entire product ecosystem reside seamlessly within your Microsoft 365 Tenant, avoiding dependence on third-party clouds and ensuring heightened data security.

Tailored Customization:

Empowering Power Business Users, our products offer 100% customization flexibility, allowing organizations to tailor the solution to their unique needs without complex coding.
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Seamless Sign-Ons and Governance:

​Authentication and governance seamlessly integrate with your existing Active Directory, providing a cohesive user experience aligned with your organizational structure.
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Future-Proof Evolution:

Evolving 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.

Enhanced User Adoption:

Integrated into your Microsoft 365 environment, our solutions achieve higher user adoption rates, becoming an intuitive extension of daily operations for your teams.
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Let’s have a look at the benefits 

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 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.

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.

​Key Features

Track Sales

• 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

• Use in Sharepoint or in Microsoft Teams
• 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​

Marketing Features

• Manage and Track contact databases
• Create and track marketing campaigns, tasks, and documents 
  
• Document management for collateral development 
  
• Media library to manage and store videos, graphics, and audio
  
• Marketing calendars for events, campaigns, and social networking
  
• Optionally connect to marketing tools like Mail Chimp, Constant contact and more
  

Part of an Office 365 Digital Workplace 

• Built natively on SharePoint, MS Teams and the power platform
• 100% Customizable by by power business users
  
• Optionally link Accounts to SP Projects and SP Customer Service to see the full customer picture
  
• Integrated with Microsoft Teams so reps can contact clients directly and set up online meetings
  
• Integrated with email, calendars, and other Office 365 tools to CRM
  

Easy to use and access

• A natural extension to your existing Office 365
• 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.
  

Extend with Add-ins

• Capture Leads from your web site with Lead Web Forms Add-In
• Integrate document signatures with Docusign/AdobeSign Add-in
  
• Provide custom mobile app for your team with CRM Mobile Add-in
  
• Link SP CRM to SP Project Hub and SP Customer Service to supportthe customer cycle
  
• Let us setup connectors to email marketing tools, quote tools and more
  

Pricing:

​​Try out our price calculator to estimate the price for your organization!