SP CRM does not require Dynamics CRM.  It is a separate CRM solution built on Microsoft Teams and SharePoint.

SP CRM  is a simple yet full-featured CRM built on Office 365 that provides a complete view of the sales pipeline and activities. It supports the entire life cycle from campaign to lead capture, opportunity tracking and account management. Because it's built on Office 365, Microsoft Teams and SharePoint, SP CRM becomes a natural part of your sales team's daily activities; no need to sign in to another application.

As part of the Office 365 Digital Workplace, your sales reps not only track opportunities, but also have access to all of the documents, information, and knowledge they need to close the deal. Sales staff like sales engineers, sales development personnel, and sales managers work as a team using the portal collaboration features. 

How Will SP CRM Transform Your Organization?

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KEY FEATURES

Sales Tracking
Manage and Track Sales activities from lead to closed Account.  

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Manage Sales Docs
Manage files and docs linked to Accounts throughout the process.

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Sales Reporting
​Analyze pipeline with flexible report views and dashboards
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Setup to support any sales process
Customize to support process stages, automate tasks

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Marketing
Track and manage Marketing programs, collateral and more

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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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Optimize the Sales Process

​Using the CRM Application, your sales and marketing team can track potential business from campaign, leads, opportunities, and accounts. Capture leads from web forms and alerts and assign a qualification level. Track as an opportunity and close the deal. Set up for account management. Opportunity activities are followed through stages. All documents, tasks, workflows, appointments, and work logs are accessed from a single screen. Easily set up automatic follow-ups smart tools. Because it is a part of Office 365 and SharePoint, all of the powerful collaboration and communication tools are available to use as an integrated part of the sales process for online meetings, chat, and screen shares.

Arm your sales team with the right resources and knowledge

​The closers on your sales team are the ones armed with the right information and resources at the right time. SP CRM in Microsoft Teams goes beyond a traditional CRM to provide collaborative sharing tools like discussions, a knowledge base, and ideas and tips. Connect with social networks to learn about, follow, and understand a business account. Collateral, features lists, and competitive comparisons can easily be found in libraries using search. Teams can organize sales tasks attached to opportunities, and even chat one-on-one or set up online meetings. 

Visibility across the entire customer life cycle

The key to successful sales is the ability to see across the sales cycle to forecast business. SP CRM provides a powerful yet easy way to see the sales pipeline from all angles. Filter sales reports your way to see data from different views. SP CRM is integrated with Power BI so that you can merge sales data with data from other systems and services. ​Deliver fully customizable dashboards filtered by region or role. Link to SP Marketing Portal, SP Project Tracker Portal, or SP Customer Service Portal to achieve  a fully integrated customer management experience.

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Features

Track Sales

• Simple yet powerful CRM
• Support entire sales cycle from lead to opportunity to closed account
• ​See all activity in one view, correspondence, documents, appointments, discussions, and more
• MyTerritory workspace for reps to optimize their work
• Track sales process with stages and checklists in opportunities
• Analyze pipeline with flexible report views and dashboards

Sales Team Portal

• Use in SharePoint or in Microsoft Teams
• Central point to access resources like collateral, media, documents templates and more
• Share tips and ideas through discussions, a knowledge base, and chat and online meetings
• Research accounts and contacts with links to web services
• Get the latest news, announcements, and meetings
• ​Set up industry news feeds 

Marketing Features

• Manage and Track contact databases
• Create and track marketing campaigns, tasks, and documents
• Document management for collateral development
• ​Media library to manage and store videos, graphics, and audio
• Marketing calendars for events, campaigns, and social networking
• Optionally connect to marketing tools like Mail Chimp, Constant contact and more.
  

Part of an Office 365 Digital Workplace

• Built natively on SharePoint, MS Teams and the Power Platform
• 100% Customizable by power business users.
• Optionally link Accounts to SP Projects and SP Customer Service to see the full customer picture
• Integrated with Microsoft Teams so reps can contact clients directly and set up online meetings
• Integrated with email, calendars, and other Office 365 tools to CRM​

Easy to use and access
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• A natural extension to your existing Office 365
• No extra sign-ons or passwords
• Responsive design supports any device with a browser
• Access anywhere there is Internet access, at work, with a client, on the road

​Extend with Add-ins
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• Capture Leads from your web site with Lead Web Forms Add-in
• Integrate document signatures with Docusign/Adobesign Add-in. 
• Provide custom mobile app for your team with CRM Mobile Add-in.
• Link SP CRM to SP Project Hub and SP Customer Service to support the full customer cycle 
• Let us setup connectors to email marketing tools, quote tools and more.