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What is Snapforce?

Revamp your sales pipeline by adopting an activity-driven selling strategy that prioritizes engagement. By utilizing your pipeline interface, you can easily spot which deals need follow-up, identify overdue tasks, and strategize new initiatives. The Deals module serves as a vital tool for tracking your leads and transactions at every stage of the sales journey. You have the capability to create tailored filtered views that highlight deals based on various factors such as likelihood of success, current sales stage, expected closing dates, deal values, and more. Once deals are successfully closed, you can document these achievements and present them in a comprehensive sales pipeline report. This report not only visualizes your accomplishments but also provides valuable insights that can be analyzed by different parameters, including sales representatives and timeframes. Furthermore, you can craft forecasts for the upcoming months, quarters, or the entire year by evaluating historical sales data, the competitive environment, and emerging trends. This in-depth approach not only improves your understanding of sales performance but also facilitates effective strategic planning for sustainable growth in the future. By continuously refining your strategies based on this data, you can significantly enhance your sales outcomes.

What is SP CRM?

SP CRM is a user-friendly yet thorough customer relationship management platform tailored for Office 365, providing a complete overview of sales operations and pipeline oversight. This tool supports the full spectrum of activities from marketing initiatives to lead generation, opportunity tracking, and customer account management. Integrated within Office 365, it works effortlessly with Microsoft Teams and SharePoint, enabling sales teams to utilize the system without needing to log into a different application. By being part of the Office 365 Digital Workplace, sales professionals are equipped to not only track potential deals but also access crucial documents, data, and insights needed to close sales. The platform's collaborative attributes allow diverse sales functions, including sales engineers, development teams, and leadership, to collaborate effectively. Moreover, when paired with SP Projects and SP Customer Service, it forms a comprehensive solution for efficiently overseeing customer relationships. This synergy not only boosts the overall effectiveness of the sales process but also cultivates a more dynamic and productive workplace atmosphere. Ultimately, SP CRM empowers organizations to enhance communication and streamline workflows in a way that drives success.

Media

Media

Integrations Supported

Constant Contact
Facebook
Mailchimp
Microsoft 365
Microsoft Outlook
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
PayPal
QuickBooks Online
X (Twitter)

Integrations Supported

Constant Contact
Facebook
Mailchimp
Microsoft 365
Microsoft Outlook
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
PayPal
QuickBooks Online
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

$12 per user per month
Free Trial Offered?
Free Version

Pricing Information

$15 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SnapForce Technologies

Date Founded

2013

Company Location

United States

Company Website

snapforce.com

Company Facts

Organization Name

SP Marketplace

Date Founded

2012

Company Location

United States

Company Website

www.spmarketplace.com/office-365-sharepoint-crm.html

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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