ICM Developed a Competitive Market & Technology Intelligence System Based on BPA

ICM International is a leading independent European professional services network. Among its specialized services, ICM provides integrated market and technology competitive intelligence.
To be successful, companies need real time and focused information about their competitive environment.
This is why ICM has developed a structured and integrated competitive intelligence platform, grouping market, competitor, technology, and intellectual property information databases.

The ICM Innovation Relationship Management platform provides cross-functional information (strategy, marketing, R&D, product development, IP) in one single and structured interface, based on the BPA xRM platform.
Having a centralized intelligence system will help companies taking the right decisions and develop long term strategies in the right time frame. The benefits are numerous:

  • avoid risks and exploit opportunities thanks to the building of a shared understanding of competitors strategies, market opportunities, innovation and technology trends, IP strategies
  • getting real-time alerted about what’s happening in the competitive environment
  • improving the product innovation idea generation process
  • reducing and optimizing the total cost of the intelligence activities and resources

Please contact ICM if you want to know more and have an online presentation.

Deploy a Professional Lead Nurturing Solution

This is an example of a professional lead nurturing solution built using our components with no development needed.

At BPA, we defined nine formatted HTML email templates to nurture our inbound leads. These emails contain static text and images plus dynamic content based on the product the visitor selected when submitting a trial form on the BPA web site. Email templates are stored in a SharePoint document library within BPA CRM.

Image: Lead nurturing email templates in BPA CRM

Image: Preview of an email template including merge fields

Once a visitor submits a trial form from our web site, the contact and organization details are automatically added to the Accounts and Contacts list as a Lead in SharePoint CRM site.

At this point, a workflow starts and will send a welcome email to the visitor. The workflow is a simple SharePoint Designer workflow triggering a BPA Action to Send Email. During the first month following the trial request, the workflow will send several emails, guiding the visitor to discover our products and solutions.

Sent emails are automatically tracked within the Activity Stream in the BPA CRM and linked with the visitor contact and organization details.

Image: Emails are tracked in BPA CRM and linked with the related visitor contact and account

In the contact detail page, the sales persons can see when and how many times the emails were opened by the contact person. Based on this information, sales persons can prioritize calls.

Image: Email open rate details with BPA CRM

Inbound leads are tracked in a visual system with BPA CRM. Colors will help the sales person to follow-up with leads.

Image: Visual lead pipeline with BPA CRM

The whole process is fully automatic and happens completely in SharePoint.

Do you want to test the lead nurturing process live? No problem, just ask to request a trial here.

 

 

30+ Integrated SharePoint Web Parts Designed to Improve the User Experience

We have designed our SharePoint web parts and solutions to answer the business need that technology is a way to achieve results and that the user experience is the final objective. Our solutions are built to support business best practices and empower business managers with a flexible and scalable tool to manage the solutions that run their business.
Key benefits of our SharePoint web part bundles:

  • Increase user adoption through an intuitive UI
  • Quickly reach functional requirements with SharePoint
  • Give the control back to line of business managers to continuously adapt solutions to their needs
  • Aligned with IT strategies to unify technologies and reduce costs

Three editions of our SharePoint web part bundles are available: Standard, Professional and Enterprise. No matter the size of your organization, the edition choice should be based on the functionality you need for your solution. Each edition builds on the capabilities of the previous edition.
Below is a list of the main SharePoint web parts included in our bundles.

List of the main SharePoint web parts included in our bundles.
ComponentFeaturesUser Benefits
Navigation Allows displaying colored navigation buttons with icons or a text navigation. The bar is configurable for each end user. Navigation headers are collapsible. Simplify UI. Improve ergonomics and display relevant topics only.
Data ViewerThis central component highlights relations between lists and libraries. All important data is visible in one single page. 20+ buttons are available to present data (move or copy data). Filtering in each column is also allowed.Have all relevant data in one single page. No need to search for data in different lists. Easily perform 20+ actions directly in the page such as sending an email, mail merging a document, duplicating data…
PageWith this tool you have more flexibility to dispose mixed BPA components in tabs and pages.Have different sources of data in one single page, like list data, charts, KPIs, etc.
CalendarDisplaying items in a calendar view with colors. Can aggregate many lists in one single calendar.Have one single aggregated calendar. Avoid researching in many calendars.
Send EmailSend 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.Communicate easily with shared email templates. Send emails to one or many recipients, directly from SharePoint.
Charts15 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.Makes it easy to read data with interactive graphical charts.
SearchThis tool enables searching in a specific list or the whole site.Instant data search.
HierarchyWill display data relations in a hierarchical tree view.View related data in a user-friendly way.
ReminderThis administration tool will send automatic email alerts based on field conditions.Get automatically notified when action is required.
Email MarketingAllows 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.).Stay in touch with your communities through newsletters, events, etc. directly in SharePoint.
Custom FieldsColumn type performing calculations with the current list or child lists. Results will be displayed as a value or a colored flag.Colored flags will tell you if you’re late or if your work is efficient.
Field ReplicationReplicates a field value from a list to another. It’s used to perform calculations with parent-child lists.Access cross-list data.
Office ConnectorThis 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. Track all important emails within SharePoint retaining the original context of the email.
Email ReceiverThis server application will propose contacts to be added in SharePoint and will automatically copy incoming/outgoing emails in SharePoint. This works with Exchange and Exchange online servers.Let the tool propose contacts to be added in SharePoint and automatically track emails.
Data EditorThis 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.Drastically simplify editing data with SharePoint forms. Ensure data is consistently entered in SharePoint.
Mail Merge Mail merge will let you produce one or many formatted Word documents, like letters or reports, merging SharePoint data.Generate formatted documents such as meeting reports, letters, and dashboard on the fly, directly from the browser.
QueryThis is a report generating tool. A wizard guides users to create reports, extracting data from many SharePoint lists with advanced filters. Extract data or build multi-list reports, with no need of IT people.
FavoritesSimply select and view your favorite items.View at a glance what your favorite items are.
PermissionsDefine automatic SharePoint item-level permissions, based on fields and conditions.View your items only.
Quote GeneratorA wizard will create all necessary lists to create sales quotes or proposals, with the related price list, VAT rates, currencies and products. Create sales offers with SharePoint.
KPIThis 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.View processes performance with an enterprise cockpit.
ImportThis 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.Be autonomous when importing data in the system, like contacts with related companies.
Web ConnectorThis wizard will guide you in generating forms to be published on the web. When submitting data, it will automatically be copied in the desired SharePoint lists.Avoid retyping data. Data from the web site or help desk portal will automatically be copied in SharePoint.
ReplicationReplicate, aggregate or consolidate data from a SharePoint site/list/view to another site. Cross server or farm replication is possible.Access cross-site data.
External ConnectorThis allows mass importing or synching SQL data with SharePoint. View data from multiple source in one single location.
Sales SystemThis tool displays items in a visual pipeline. Items are highlighted with colors, based on rules. It’s mostly intended to sales persons when tracking sales opportunities.Read data in a visual pipeline with colors.
Mobile AppsNative 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.Access data anywhere and anytime.

 

7 Criteria Your Quality Management System Must Meet

In the past, the term quality referred specifically to the quality of a product. Nowadays, “quality” has a much broader scope. Quality means quality of the company organization and all related products and processes.

W. Edwards Deming defined a universal and simple description for quality management: PLAN – meaning setting objectives – DO – meaning applying good practices – CHECK – meaning measuring results – ACT – meaning continuously improving.

Deming wheel quality management system

Deming wheel

  1. The Deming Wheel is the basis for any quality system. All quality standards are based on the Deming improvement wheel principles. In this sense, quality management (QM) is all about applying best practices and continuously improving.
  2. Customers must be in the center of the quality system. This includes not only the final customer that buys the product, but also internal customers in different processes.The aim of any enterprise is to deliver products and services that fulfill customer needs and keep them satisfied. And obviously this needs to generate profits.
    From customer needs to customer satisfaction

    From customer needs to customer satisfaction

    Is this enough? Surely not.
    Enterprises need to keep employees motivated and happy. They need to minimize impacts on the environment. That means that employee health + security and environmental regulations are fundamental matters when defining best practices.

    QM includes health, security and environmental concerns.
    What about risk management?

  3. Risk management should a part of any QM system. Identifying, assessing, treating and monitoring risks should be considered for each process when defining good practices.Risks can’t be measured, unlike other quality metrics. But risks should be continuously assessed, based on probability of occurrence and impact (when occurring). Controls need to be applied on a regular basis.
    Example of a risk matrix

    Example of a risk matrix

    Today, risks are still not always considered at many companies. Financial consequences of un-mastered risks can be disastrous.

  4. Tracking relationships is key for a successful QM system. Improvement processes are closely interrelated. Improving continuously requires keeping track of these relationships.
    Because clients are in the center of the QM system, having a quality relationship management system allows tracking of important interactions – like calls or emails – with clients and suppliers.
  5. A QM system should include process automation with workflows. Information push shortens process lifecycles and increases customer satisfaction.
  6. Document management must be part of a QM system. Compliance documents, like good practices or instructions, need to be shared with end users. Tracking document versions, connectivity with Microsoft Office, and possibly having a document validation process are important document management features.
  7. Mobility has come to be an important feature of any QM system. As an example, the need for quality managers to audit external suppliers or customers requires a remote or offline access to the QM system.

At BPA Solutions, our quality engineers and IT experts have developed an integrated quality and risk management solution on the top of Microsoft SharePoint. BPA can help you achieve your goals when implementing a QM system.

Mobile-capable BPA CRM for SharePoint 2013 Released Today

BPA is proud to announce the release of its award-winning CRM solution with SharePoint 2013. This is a huge step forward. Now you have a complete and mobile-capable CRM solution natively built on the top of the most powerful collaborative platform ever.

mobil capable CRM

As you plan for growth in 2014, a mobile-capable, top-notch Customer Relationship Management (CRM) platform should be your highest priority. Mobile CRM is projected to grow by 500% by 2014, and executives have identified CRM as their most-wanted mobile app. Read our blog to see why your CRM software must be mobile in 2014.

The best CRM doesn’t have to be the most expensive. In fact, it should be affordable, cost-effective, and reward you with impressive ROI through nurturing of longstanding customer relationships and development of new clients via an enthusiastic sales force. With the right CRM solution, it’s your business that will balloon, not your budget.

BPA Solutions offers a powerful, mobile-ready CRM that empowers your sales staff anytime, anywhere. Your frontline will be equipped and able to fully access a mobile and connected market, reaching it ahead of your competition, all while minimizing cost, risk, and deployment time. Want to give it a test drive? Watch one of our “day in the life” webinars, or sign up for a FREE TRIAL of BPA’s Mobile CRM today

Turn Office Wars Into Positive Relationships

The stress and conflict of office communications is so ingrained in our culture, it’s a staple of comedians the world over.  From Dilbert to Office Space, it’s always laughable how hard it is to get along in the workplace.

So in this new video clip from BPA Solutions, we fully expect the soldiers to leap gleefully into the fray, backstabbing and engaging in hand-to-hand combat to win the day.  But, with a CRM for SharePoint, it doesn’t have to be that way.

Just like the soldiers in this video, you can get your various departments working together to achieve the same goals by developing closer relationships with a top-notch CRM platform.

A good CRM for SharePoint 2013 allows you to manage your accounts, your contacts, your calendar, your to-do list, your documents, and more, from one easy and intuitive user interface. And, when it’s mobile, it goes everywhere your staff goes.  Track all your business critical processes with one solution. From sharing documents to scheduling meetings to managing project deadlines, everything is easier when you have the right tool.

BPA Solutions offers a CRM solution directed at the frontline workforce, configured the way you do business, and gives you ultimate control. Our mobile, scalable, configuarable, affordable solution will put your entire team on the same page, and allow them to streamline communication and develop closer working relationships.

If you want to see how BPA CRM Solutions can revolutionize the way you do business, start a free trial today.

Announcing BPA Quality 2013 – Quality Management for SharePoint 2013

BPA Quality for SharePoint 2013 is a new generation solution adding relationship management to quality processes to achieve better business results. It is the most technologically advanced quality management solution for SharePoint with over 30 configurable commercial grade web parts – not just a simple site template.

Image 1: Non-Conformance detail page with related CAPA actions.

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Experience the Next Generation CRM Solution for SharePoint 2013

This recorded webinar session presents BPA’s new release of its award winning CRM solution for Microsoft SharePoint 2013.

Leverage your existing infrastructure and deploy an enterprise-class CRM running on the most powerful collaboration platform ever.

Amazing new features and a new user experience will enable your organization to more efficient and productive.

BPA CRM is the most integrated CRM Solution

Welcome to the new CRM generation !

Our SharePoint CRM solution is the most technologically advanced CRM solution for SharePoint with over 30 configurable commercial grade web parts – not just a simple site template.

We deliver a CRM solution directed at the frontline workforce, configured the way you do business and where you get ultimate control.

BPA CRM is built to run on both Microsoft SharePoint Foundation and Server.  Native integration with Microsoft Office ensures the highest productivity.

mass document import with drag and drop
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Announcing BPA Mobile Solutions

Never be without the information you need when you need it.  Update contacts, access quotes, get phone numbers or be reminded to update your forecast – BPA Mobile Solutions for SharePoint are your every-moment companion.

iPhone-lists

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