Solution Edition Comparison

Get an overview of the different BPA’s SharePoint CRM editions and main components below.

Navigation Allows displaying colored navigation buttons with icons or a text navigation. The bar is configurable for each end user. Navigation headers are collapsible.
User Interface & Data Viewer This central component highlights relations between lists and libraries. All important data is visible in one single page. 20+ actions directly in the page such as sending an email, mail merging a document, duplicating data and many more options.
Tabs With this tool you have more flexibility to dispose mixed BPA components in tabs and pages, like Data Viewers, Charts, KPIs, etc.
Calendar Displaying items in a calendar view with colors. Can aggregate many lists in one single calendar.
Send Email Send one or many emails with SharePoint using shared templates. Easy recipient search in the different lists. Many options are possible to generate activities or campaigns. Email tracking is also possible.
Charts 15 types of graphical charts will display data from your selected lists and views, like bar, gauge, pipeline, range, radar charts… Charts are interactive and drill down to access data is available.
Favorites Simply select and view your favorite items.
Follow-up Tasks This tool allows creating a follow-up task in a mouse click.
Hierarchy Will display item relations in a hierarchical tree view.
Search This tool enables searching in a specific list or the whole site.
Custom Fields Column type performing calculations with the current list or child lists. Results will be displayed as a value or a colored flag.
Field Replication Replicates a field value from a list to another. It’s used to perform calculations with parent-child lists.
Reminder This administration tool will send automatic email alerts based on field conditions.
Form Editor (Data Editor) This tool improves SharePoint forms with intelligent lookup fields, cascading lookup rules, field permissions, collapsible sections and tabs. This will also prevent you from entering duplicates in the system.
Mail Merge Mail merge will let you produce one or many formatted Word documents, like letters or reports, merging SharePoint data.
Query This is a report generating tool. A wizard guides users to create reports, extracting data from many SharePoint lists with advanced filters.
KPI This tool displays indicators or KPIs in a scorecard view for a repeating period. Colors will be automatically set, based on targeted objectives. Average and tendency is automatically calculated.
Permissions Define automatic SharePoint item-level permissions, based on fields and conditions.
Office Connector This optional module is to be installed on a user PC and works with MS Outlook 2010 and later. Users can easily select emails, events, tasks or contacts to be added in SharePoint, while keeping the context.
Email Marketing Allows preparing and sending a mass email using an external email marketing tool. Lists and campaign results are synced between both systems (open rate, unsubscribes, etc.). Email credits need to be purchased separately.
Import This wizard will guide users when importing data in one or many SharePoint lists, with duplicate handling. You can import up to 1000 items, from a csv file.
Quote Generator This server application will suggest contacts to be added in SharePoint and will automatically copy incoming/outgoing emails in SharePoint. This works with Exchange and Exchange online servers. Only available with a BPA server license.
What’s New End users instantly know about important changes in a SharePoint site for a defined period, like new published documents, high risks or audits to pay attention to. Colors will let you know about positive or negative trends.
Document Links This component allows end users viewing parent and child items related with any list item or document. Navigation in related documents or list items is straightforward.
Inline Calendar This powerful component allows tracking recurring events (like controls, audits, training…) with ease in an inline calendar, based on the event frequency. It’s also adapted to display Gantt charts or tasks. Color schemes will highlight next occurrences, overdue or completed events/tasks.
Social Connector This tool will connect to a service and retrieve available social information for contacts and organizations.
Web Connector This wizard will guide you in generating forms to be published on the web or your self-service portal. When submitting data, it will automatically be copied in the desired SharePoint lists.
Replication Replicate, aggregate or consolidate data from a SharePoint site/list/view to another site. Cross server or farm replication is possible.
External Connector This allows mass importing or synching SQL data with SharePoint.
Tracker This tool displays items in a visual pipeline. Items are highlighted with colors, based on rules. Used for lead, opportunity, case, CAPA tracking.
Workflow Actions Pilot major BPA components with a SharePoint Designer workflow. Will be available soon.
Mobile Apps Native apps for iPhone, iPad and Android. Highly configurable apps that deliver full relationship management with your mobile devices, even while offline. Central user management platform. Add-on Add-on Add-on

1) Will be available in the coming releases
2) A lighter version will be available in the coming releases


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