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Custom Application-in-the-Cloud
Custom application-in-the-cloud
Benefits from BPA CRM SharePointCustom Topics of Interest
Benefits from BPA CRM SharePointReporting
Benefits from BPA CRM SharePointConnectors
Benefits from BPA CRM SharePointAutomation

Our xRM platform let you create your dedicated Application-in-the-cloud in hours and with no development.

Start from xRM-in-the-cloud template containing main lists (e.g. contacts, accounts, activities...), pages (all contacts, contact details...) and generic features (see below).

Just add your own topics of interest (e.g. resources, equipments, purchase orders...), add your pages and your custom application-in-the-cloud is ready-for-use in hours with no development. Features below depend on the selected product edition and add-ons.

YOUR TOPICS OF INTEREST  REPORTING 
Benefits from BPA CRM SharePoint  Add your own topics of interest 
Benefits from BPA CRM SharePoint  Add your own pages 
Benefits from BPA CRM SharePoint  Add you own buttons
Benefits from BPA CRM SharePoint  Add your own web parts or features
Benefits from BPA CRM SharePoint  No development needed
Benefits from BPA CRM SharePoint  Export to spreadsheet
Benefits from BPA CRM SharePoint  Display graphical charts and dashboard 
Benefits from BPA CRM SharePoint  Build powerful queries 
Benefits from BPA CRM SharePoint  Generate advanced reports 
Benefits from BPA CRM SharePoint  Display KPIs in scorecards
CONNECTORS AUTOMATION 
Benefits from BPA CRM SharePoint  Connect with Outlook
Benefits from BPA CRM SharePoint  Connect with your web site 
Benefits from BPA CRM SharePoint  Connect with your self-service portal 
Benefits from BPA CRM SharePoint  Connect with external data 
Benefits from BPA CRM SharePoint  Connect with a telephony system
Benefits from BPA CRM SharePoint  Get automatic alerts
Benefits from BPA CRM SharePoint  Assign automatic tasks 
Benefits from BPA CRM SharePoint  Get automatic reminders 
Benefits from BPA CRM SharePoint  Create advanced data or document workflows for end users
GENERIC FEATURES (FOR EACH xRM APPLICATION)
Benefits from BPA CRM SharePoint  Display all relevant information in one single page
Benefits from BPA CRM SharePoint  Search for list items with free text 
Benefits from BPA CRM SharePoint  Get pre-populated data in forms 
Benefits from BPA CRM SharePoint  Help users entering consistent data with intelligent forms 
Benefits from BPA CRM SharePoint  Track organizations and contacts 
Benefits from BPA CRM SharePoint  Track calls, events, tasks, emails (activities) 
Benefits from BPA CRM SharePoint  Send emails using email templates 
Benefits from BPA CRM SharePoint  Copy instantly Outlook emails, tasks, events 
Benefits from BPA CRM SharePoint  Generate mail merged documents 
Benefits from BPA CRM SharePoint  Automatically manage item-level permissions 
Benefits from BPA CRM SharePoint  Build advanced cross-list queries and generate reports 
Benefits from BPA CRM SharePoint  Display graphical charts or dashboard 
Benefits from BPA CRM SharePoint  Display KPIs in scorecards 
Benefits from BPA CRM SharePoint  Copy data from a web form 
Benefits from BPA CRM SharePoint  Access xRM applications with a mobile device
Benefits from BPA CRM SharePoint  Connect your xRM application with a self-service portal
Benefits from BPA CRM SharePoint  Aggregate or replicate data in many xRM applications 
Benefits from BPA CRM SharePoint  Connect xRM applications with external databases 
Benefits from BPA CRM SharePoint  Create advanced data or document workflows for end users 
Benefits from BPA CRM SharePoint  Integrate natively with Microsoft Office and technologies 
Benefits from BPA CRM SharePoint  Add third party web parts or your own features 
Benefits from BPA CRM SharePoint  Collaborate with SharePoint native features (alerts, automation, surveys, wikis…) 
Benefits from BPA CRM SharePoint  Customize your xRM application in hours, with no development 
Benefits from BPA CRM SharePoint  Mass import your existing data and mass clean data 
 

Benefits 

  • Easy to use > high user adoption
  • Affordable > very high ROI
  • Contains all SharePoint native features
  • 100% customizable in hours with no development and by functional people
  • Will constantly evolve with your business needs
  • 100% open solution > add your own web parts or developments
  • Based on our xRM Platform > manage any kind of processes and relationships > extend to other xRM Applications
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