SP CRM Overview

SP CRM is a Microsoft 365 SharePoint CRM by SP Marketplace. It enhances the Digital Workplace with advanced sales portal features.

Use Cases

Customers recommend Campaign Management, Collaboration, Event Management, as the business use cases that they have been most satisfied with while using SP CRM.

Other use cases:

  • Lead Tracking
  • Capturing Leads
  • Contact List Management
  • Sending & Publishing Communications
  • Knowledge Management
  • Training & Onboarding
  • Pipeline Management
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Grow Market Share are the most popular business priorities that customers and associates have achieved using SP CRM.

Other priorities:

  • Scale Best Practices
  • Improve ROI
  • Improve Internal Communications
  • Improve Digital And Social Presence
See all business priorities See less business priorities

SP CRM Use-Cases and Business Priorities: Customer Satisfaction Data

SP CRM works with different mediums / channels such as E-Mail. and Social Media.

SP CRM's features include Dashboard, Alerts: Popups & Notifications, and Ticketing. and SP CRM support capabilities include 24/7 Support, Chat Support, AI Powered, etc. also SP CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"The reality is when employees need to find something in SharePoint, they can find it in there​" - Iain S

Peer review evidence (same sources as the product rating summary)

"...It supports the entire life cycle from campaign tracking, lead capture, opportunity tracking and account management...." Office 365 SharePoint CRM | SP Sales and CRM Portal by SP Marketplace for Office 365 and SharePoint - Part of a Digital Workplace
"...Sales staff like sales engineers, sales development personnel, and sales managers work as a team using the portal collaboration features. ..." Office 365 SharePoint CRM | SP Sales and CRM Portal by SP Marketplace for Office 365 and SharePoint - Part of a Digital Workplace
"...Marketing calendars for events, campaigns, and social networking. ..." Office 365 SharePoint CRM | SP Sales and CRM Portal by SP Marketplace for Office 365 and SharePoint - Part of a Digital Workplace

SP CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for SP CRM

Top Industries

  • Information Technology and Services

Popular in

  • Mid Market
  • Small Business

SP CRM is popular in Information Technology And Services, and is widely used by Mid Market, and Small Business,

SP CRM Customer wins, Customer success stories, Case studies

How efficiently Does SP CRM manage your Campaign Management?

How does SP CRM address your Collaboration Challenges?

What benefits does SP CRM offer for Lead Tracking?

How efficiently Does SP CRM manage your Capturing Leads?

11 buyers and buying teams have used Cuspera to assess how well SP CRM solved their CRM needs. Cuspera uses 177 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
SP CRM testimonial

Iain S

IT Director

Manitoulin-Sudbury District Services Board

The reality is when employees need to find something in SharePoint, they can find it in there​ Testimonial By Iain S
SP CRM testimonial

Roger S

Lead Project Consultant

Hirsch Pipe and Supply

Hirsch could see great value in using SP Marketplace products to accelerate their implementation and their Digital Workplace adoption. Testimonial By Roger S
SP CRM testimonial

Robert R

IT Director

Southern Oregon Goodwill

SP Marketplace’s portals have been invaluable in the automation and collaboration in critical areas for our organization. Testimonial By Robert R
CUSTOMERS TESTIMONIALS
SP CRM testimonial

Iain S

IT Director

Manitoulin-Sudbury District Services Board

The reality is when employees need to find something in SharePoint, they can find it in there​ Testimonial By Iain S
SP CRM testimonial

Roger S

Lead Project Consultant

Hirsch Pipe and Supply

Hirsch could see great value in using SP Marketplace products to accelerate their implementation and their Digital Workplace adoption. Testimonial By Roger S
SP CRM testimonial

Robert R

IT Director

Southern Oregon Goodwill

SP Marketplace’s portals have been invaluable in the automation and collaboration in critical areas for our organization. Testimonial By Robert R
 

Walker Therapeutic and Educational Programs - Non Profit Organization Management - Medium

Needham, USA

Walker Therapeutic and Educational Programs needed a scalable facilities management solution for their three campuses. They chose SP Marketplace’s SP Facilities to manage work orders and asset tracki...ng within Microsoft 365. The solution integrated with SharePoint and Power BI, providing secure data storage and custom reporting. Walker continuously customized the system to meet changing needs. Power BI dashboards helped leadership evaluate workloads and spot issues quickly.

 

Global Impact - Non Profit Organization Management - Medium

Alexandria, USA

SP Marketplace’s SP CRM helped Global Impact cut costs and improve customer support. The old SaaS platform was expensive and hard to customize. With SP CRM, Global Impact tailored the system to fit t...heir needs. They added Power BI dashboards and a custom tool for inviting charities to events. The new CRM made campaign management and reporting easier. Global Impact praised the strong customer support and flexibility.

 

Prager Metis - Accounting - Large

New York, USA

SP Employee Hub helped Prager Metis, a global accounting firm, centralize communication and information. The company unified 13 departmental sub-sites within Microsoft 365, making it easy for staff t...o find up-to-date documents. The intranet improved collaboration and data security across their worldwide offices. Since 2018, Prager Metis has maximized its Microsoft 365 investment with this solution. The hub-and-spoke design supports both company-wide and department-specific needs.

 

Atlas Performing Arts Center - Entertainment - Small

Washington, USA

Atlas Performing Arts Center used SP Facilities from SP Marketplace to manage their historic venue. They moved from emails and spreadsheets to a centralized system on Microsoft 365. This let them log... tickets, create work orders, and track assets in one place. Staff used a familiar interface, so training was easy. The center improved security, streamlined operations, and served patrons and tenants better. They maximized their Microsoft investment and reduced business complexity.

 

Grundon Waste Management - Environmental Services - Large

UK

SP Facilities by SP Marketplace helped Grundon Waste Management move from on-premise SharePoint to Microsoft 365 cloud. Grundon needed a flexible facilities management system for 20 sites across Engl...and. The solution enabled better site maintenance and asset management, supporting both internal staff and external contractors. Grundon could customize the system to fit their needs and keep all data secure in the Microsoft cloud. The result was improved operational efficiency and exceeded expectations for site management.

 

North Carolina Board of Pharmacy - Government Administration - Small

Chapel Hill, USA

SP Employee Hub helped the North Carolina Board of Pharmacy automate leave management and centralize resources. The Microsoft 365-powered intranet improved efficiency and gave real-time insights with... Power BI dashboards. Employees now access self-service tools for time off and policy tasks. Management saves hours on admin work. The solution connects teams and streamlines workflows across the organization.

lightning

Peers used SP CRM for campaign management and collaboration

SP CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.24/5

Read Reviews (28)
Analytics

4.16/5

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.24/5

Read Reviews (28)
Analytics

4.16/5

Read Reviews (3)

Software Failure Risk Guidance

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for SP CRM

Top Failure Risks for SP CRM

SP Marketplace, Inc. Profile

Company Name

SP Marketplace, Inc.

HQ Location

88 Inverness Circle E, N106, Englewood, Colorado 80112, US

Employees

11-50

Social

Financials

PRIVATE