Provide a central point to streamline Sales and MarketingComprehensive CRM Solution: SP CRM stands as a thorough Customer Relationship Management (CRM) solution intricately developed on the Microsoft 365 platform, providing a complete view of the sales pipeline and guiding users through every stage of the business cycle—from campaign start, lead capture, to opportunity tracking, and account management.
Seamless Integration and Workflow Alignment: With its integration into Microsoft 365, Teams, and SharePoint, SP CRM aligns perfectly with your sales team's existing workflow, negating the need for separate logins and streamlining daily activities, which enhances the efficiency of the sales process. Utilizing Microsoft 365 Infrastructure: By leveraging Microsoft 365 as the organizational backbone, sales representatives are not just tracking opportunities; they have immediate access to a vast repository of documents, information, and insights crucial for securing successful deals. |
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Collaborative Sales Environment: SP CRM fosters a collaborative workspace conducive to teamwork, which is essential for the various roles within the sales team, including sales engineers, sales development representatives, and sales managers, allowing them to work together effectively.
Enhanced Sales Experience: The CRM solution is designed to elevate the sales experience, striking the right balance between simplicity for the user and offering comprehensive, robust functionality that meets all sales-related needs. Facilitates Teamwork Across Roles: Encourages a synergistic approach to sales, where various roles within the team, from engineers to managers, collaborate in a shared environment, maximizing the potential for successful deal closures through teamwork and shared knowledge. PS. SP CRM does not require Dynamics CRM. It is a separate CRM solution built on Microsoft Teams and SharePoint. |
Manage Sales Docs
Manage files and docs linked to Accounts throughout the process.
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Setup to Support any sales process
Customize to support process stages and automate task.
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Total Customer Management Solution
Combine with SP Projects and SP customer Service as an integrated customer management solution.
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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 provides a holistic view of the customer life cycle, enabling successful sales forecasting. Utilize customizable dashboards, integrate with Power BI for data merging, and achieve a fully integrated customer management experience by linking with SP Marketing Portal, SP Project Tracker Portal, or SP Customer Service Portal.
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
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Seamless Sign-Ons and GovernanceAuthentication and governance seamlessly integrate with your existing Active Directory, providing a cohesive user experience aligned with your organizational structure.
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Enhanced User
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Tailored
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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.
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