Our CRM – Standard 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 Standard 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.
Standard Edition Components.
An enhanced version of the SharePoint calendar with additional parameters. Two display modes are available – standard size or small size.
This component provides improved ergonomics when displaying data or searching for data. Two similar components exist: ‘Data Viewer’ which displays data from one single list and ‘Multi Data Viewer’ which displays data from many lists in different tabs.
An additional SharePoint column type for making advanced calculations based on current or related lists. Results are displayed as values or coloured flags.
A component for sending single or multiple emails to your selected recipients from within Our CRM. Main options include: selecting an email template, mailing lists, attachments and merge fields.
This component displays a series of graphical charts based on your selected lists and views. Many chart types are available.
This component makes the standard SharePoint search engine compatible with CRM. It allows searching in your selected list or the entire CRM site. Two modes are available – metadata search or index search.
A component for displaying related data in a hierarchical tree view like parent and child Accounts.
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.