SP CRM Reviews & Product Details

SP CRM Overview

What is SP CRM?

SP CRM turns Office 365 and SharePoint into a next generation Marketing and Sales application that covers the entire process from campaigns, leads, sales pipeline and account management activities. It is a simple to use, yet power alternative to more expensive enterprise CRMs. An out-of-the-box “native” SharePoint no-code solution, it is 100% customizable by business power users. the Full featured CRM includes: – Track opportunities through stages, and share communication across the team – Sales rep workspace to focus on contacts today, appointments, leads and tasks – Full visibility into the pipeline through dashboards and drill-down features for management – Sales team collaboration, access to resources, announcements and meeting calendar – Receive email alerts for important events and activities – Track marketing campaigns, events and the related projects to deliver them – Capture leads from the website, email, and lists that are automatically fed into the sales process. – Ability to quickly share the latest marketing activities and resources to the sales team. – Access from any device, anytime, anywhere

SP CRM Details
Website
Discussions
SP CRM Community
Languages Supported
English, French, Hebrew, Korean, Spanish, Chinese (Simplified)
Product Description

CRM for SharePoint


Seller Details
Seller
SP Marketplace
Company Website
Year Founded
2011
HQ Location
Penn Valley, CA
Twitter
@SP_Marketplace
693 Twitter followers
LinkedIn® Page
www.linkedin.com
26 employees on LinkedIn®
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SP CRM Screenshots

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SP CRM Reviews

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Enrollment Advisor
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It is best for customer relationship Management Email Marketing where we can track the email , Document Storage, Task Management and Calendar / Reminder System. It covers entire process from the campagin , lead process where it is simple to use this software. Since we are in the sales team so this CRM Application is very uself and Email Marketing is very helpful. We was using HUBSPOT where call recording , Email Tracking , Lead status , Life cycle stage like this there were lots of feature which was very useful for us . Same like SP CRM Application is also have same features of Hubspot. Review collected by and hosted on G2.com.

What do you dislike?

There is no dislike in this application since this software is very useful for the business concern to achieve their target and increase their profit. We use this software mainly for Email Marketing and Lead process Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I will recommend the other business concern to try this software since the features is good and cost efficient Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This software consists of lost benefit like Email Marketing where we can track the mail , Document storage can be done, Internal Chat integration , Calender / Reminder is available, Task Management - Where you can create a task and followup the task Review collected by and hosted on G2.com.

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real estate agend
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

It is essential to our business. After going through a long training process the tool becomes second nature. The ability to log activities and data is great. There are countless features of the tool that I only know a fraction of. Running reports and exploring previous activities has been super beneficial to keeping in touch with old leads. Creating list and account views to have all of your information in one place is also very helpful. Searching for leads and accounts is very easy and accessible and quick to find. The dashboard tool is also useful it lets you know up to the minute how you are performing against your quota for the week/month/quarter. Review collected by and hosted on G2.com.

What do you dislike?

A lot of feature development is driven by their biggest customers, large corporate users, which is totally understandable but can be hard when you have different needs (as a small non-profit, for example). That said, the customizability and user community definitely help counteract this. Because of the scale of the user community and the ease of integration with other systems, you can also expect a lot of sales calls and emails from third-party apps as soon as you become a user Review collected by and hosted on G2.com.

Recommendations to others considering the product:

We can easily run multiple business out of one SP CRM instance.....we have a parent company that does software consulting and then a child company that is a software publisher, and it's easy to manage accounts/contacts/opportunities/projects/the entire sales process for both in SP CRM. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Although you don't need IT skills, you do need someone who is logical and methodical in order to customize it effectively. It is worth using the trial to see if it is right for you. We did that, and within 2-3 days, I was wildly excited about SFDC! Review collected by and hosted on G2.com.

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UA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

When using SP CRM you can use a lot of handy functions! Review collected by and hosted on G2.com.

What do you dislike?

It takes a lot of time to set up, but once done, its great. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

SP CRM gave my sales a good boost! Review collected by and hosted on G2.com.

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