CRM FEATURES 1. GENERAL FEATURES • No additional hardware, software, or additional Office 365 services needed • Built "natively" on Standard SharePoint, Teams and Power Platform • 100% customizable through the SharePoint web interface, MS Flow and Power BI • Supports SharePoint Server or SharePoint Online • Designed to provide a consistent User Experience across Office 365 • Integrated with Office 365 services including o People (user directories, collaboration) o Office 365 Groups o Microsoft Teams o Yammer o OneDrive o Planner o Power BI for dashboards • Pre-defined governance and security groups, just add users • Connectivity to external systems through over 450 Office 365 Connectors • Uses standard Active Directory or Office 365 user permissions • Role based menu structure and forms • Syncs with Microsoft Client Outlook (tasks, calendars, contacts) • Well documented, and with links to relevant resources (docs, video etc) in the products. • Change look & feel, color schemes, add your own logo without coding • Responsive UI design for mobile devices • Support for Tablets and Smart Phones • Integrated with other SP Marketplace workplace suite modules 2. TEAM COLLABORATION • Can be deployed with in Microsoft Teams and O365 Group sites, access from Teams or SharePoint. • Task Tracking in SharePoint (links to Outlook) or with Microsoft Planner • Support discussions and forums with Yammer or Teams in the Product • Event Calendar (links to Outlook) • Document libraries in Teams or Onedrive • Announcements • Group OneNote www.spmarketplace.com 3. MARKETING/LEAD MANAGEMENT • Manage and track marketing campaigns • Easily upload leads from Excel • Filter/Export contacts/leads etc. to Excel for campaigns • Create and track marketing projects • Store and manage marketing documents in libraries • Capture leads from web forms and incoming email (requires optional add-on) • Notifications (email) for new leads to appropriate staff • Manage leads with powerful filtering, sorting and grouping views • Qualify leads and assign to sales reps (who are notified) • Generate lead follow-up reminders/alerts • Track marketing events with event calendar • View marketing performance through dashboards and reporting 4. SALES MANAGEMENT • Setup and configure to support your specific sales process (stages, territories, etc.) • Assign and track prospects, opportunities, Account and Contacts • Supports Account and sub-account hiearchy • Stay on top of deals with follow-up reminders, alerts and Contact Today follow-ups • See all activities relating to an account (interactions, meetings, tasks, contacts, cases, documents etc.) in the "Account Superview" • Never walk into a surprise at your client again, use "Super View" to see all activites going on. • Manage your territory with the "My Territory" view • Track pipelines and forecasts with report views and dashboards • Convert opportunities to Account, Contact with a check box • Automate your organization's own processes using SharePoint workflows • Access and update Account information from the road on your tablet or smart phone • Manage and track all sales documents (proposals, contracts etc.), setup approvals and link to Accounts 5. ACCOUNT MANAGEMENT • Setup and Configure Account and Contact fields to fit your needs • Auto fill in addresses with "same as" feature for Billing and Shipping addresses • See all related activity and documents linked to the Account through "Account Super View" • Cross reference contract or payment status in Accounts • Create views for different roles such as Billing, Client Service etc. • Link to related documents such as contracts, warranties, invoices etc. • View Cases (with Customer Service) and Projects (with Project Tracker) from account. 6. REPORTING / DASHBOARDS • Built in reporting for lead/opportunity/account/forecast/sales tracking • Quickly view departmental metrics on a single page • View in Power BI for very powerful, dynamic analytics with graphical interfaces www.spmarketplace.com 7. INCLUDED TOOLS • Dynamic Forms o Role based fields and tabs o Dynamic forms change based on selection o Powerful rule-based capabilities o Create Super Views with Virtual Lookups • Web Parts o Promoted Links – Links backed by a SharePoint list, that filter and expire o Personnel Links – Display personalized links selected by the user o Announcements – Announcements that roll-up from departments o Organization News – a Governed alternative to SharePoint new with selected roll-up and approvals. • Predefined Notifications using Power Automate (MS Flow) o New item, assigned, overdue notifications o Approvals for business forms o Update list items or external databases, even active directory o Create new sites and manage site permissions o Leverage external application connectors for ERP, Accounting and other systems • Leverage Office 365 communications features o Click on a user (requester, assignee, approver etc.) to chat, talk and share screens • Hold online meetings with end users or customers from the portal www.spmarketplace.com .