Listly by Tech Geek
The biggest advantage of integrating your CRM with SharePoint is that it enables enterprise to maintain and edit documents depending on user's access rights. Other features of this integration are direct collaboration, quick linking.
Microsoft SharePoint is a dynamic and interactive site that allows users to collaborate and manage content via a browser.
Most CRMs, whether it's Salesforce, Microsoft, or any other, come as an out-of-the-box configuration that may not be conducive to your ideal sales workflow. You can get all of the reminders and emails and pings and different noises that your CRM has to offer, however, these distractions are one of the biggest sales productivity killers impacting salespeople.
SharePoint is an enterprise information portal, from Microsoft, that can be configured to run Intranet, Extranet and Internet sites. Microsoft Office SharePoint Server 2007 allows people, teams and expertise to connect and collaborate. A SharePoint enterprise portal is composed of both SharePoint Portal and Windows SharePoint Services, with SharePoint being built upon WSS.
The biggest advantage of integrating your CRM with SharePoint is that it enables enterprise to maintain and edit documents depending on user's access rights.
This Training will cover What's New in Microsoft Dynamics CRM Online 2015 Update 1 for SharePoint Integration including the following topics: Server-based SharePoint Integration, List Component Roadmap, Hybrid SharePoint Requirements.
Maintaining your customer base along with your most important documents is a vital aspect for the success of any business. This aspect can be easily achieved by integrating your existing CRM with the document management system which in turn would help to boost marketing and sales team efficiency.
As customers begin to really accept and utilize a Microsoft Dynamics CRM system, many clients might find themselves in a situation where they'd like to use posts, notes and the knowledgebase to stay informed not only of their products but about customer service methodologies, FAQs, SOPs and company templates and internal organizational documents.