Our CRM – Professional Edition.
Every version of our CRM features a range of native components designed to utilise SharePoint’s extensive functionality. Below is a list of core components included with the Professional Edition of Our CRM; as a fully scalable application, we also provide a range of additional CRM Solutions which have been designed to integrate with all three editions of Our CRM.
Professional Edition – Components.
This Microsoft Outlook plugin allows you to copy Outlook items into your selected SharePoint lists. Examples include – emails, tasks, events, calendar entries or contacts.
This component provides advanced editing capabilities with intelligent lookup fields, cascading lookup fields, field permissions and multi-tabs forms.
Provides advanced Microsoft Word document generation, replacing tags with SharePoint list values. Generate printable documents such as letters, labels, reports or quotations including calculations.
Build advanced multi list queries and generate shared reports. Query extracts data from a main list and related parent and child lists with advanced Boolean conditions. Query results will be saved as a new SharePoint list.
Access Our CRM remotely from a mobile device displaying customisable mobile pages. Mobile editions of main components include Data Viewer, Data Editor, Send Email, and Search.
This component provides dynamic item-level permissions for SharePoint list items based on configurable field conditions (e.g. UK opportunities are displayed to UK sales reps only).
This component allows you to add related items to a SharePoint list with many possible options. This component is mostly used for generating quotations.
This component allows you to display KPI’s or risk values for selected periods. Automatic colours will display based on your defined targets. Trends and averages will be automatically calculated.
Contact us to find out more.
Call 020 8501 7674 today and speak with an advisor about Our CRM. Alternatively you can request a call-back here and a member of the CRM team will contact soon.
With Our CRM, you can:
- Improve customer and internal communications
- Increase client satisfaction and customer retention
- Increase revenue with our SharePoint sales system
- Gain access to improved sales analytics – get accurate sales forecasts
- Reduce sales cycles and automate marketing processes
- Reduce the daily number of support calls
- Increase internal productivity
Request a free Demonstration Today.
If you are interested in finding out more about Our CRM Solution then why not consider taking part in an online interactive demonstration? This demonstration is the fastest way to find out more about our CRM and the best way to get all of your questions answered. Click here to request a free demonstration.