1 / 16

CRM & SharePoint Where do we draw the line?

CRM & SharePoint Where do we draw the line?. Agenda. What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples of Overlap? Real-World Example Summary. What is SharePoint?. *Platform Benefits Better internal communications

lola
Download Presentation

CRM & SharePoint Where do we draw the line?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CRM & SharePoint Where do we draw the line?

  2. Agenda • What is… • The Playing Field • Who’s Acronym is it Anyway? • Traditional Application of Principles • Examples of Overlap? • Real-World Example • Summary

  3. What is SharePoint? • *Platform • Benefits • Better internal communications • Automate internal business processes • Reduce time to find & create content • Enhance staff productivity

  4. What is CRM? • xRM • Benefits • Enhance client interaction • Info surround client easily accessible • Sales • Service • Marketing • Store client related IP for better transparency

  5. The RugbyPlaying Field

  6. Acronyms Demystified • CRM – Customer Relationship Management • xRM– Anything Relationship Management • ECM – Enterprise Content Management • BPM – Business Process Management • FCS – Fun, Cool, Stuff

  7. Traditional Application

  8. Customer Facing

  9. Customer Facing • Service • Call centre • Sales • Sales force • Leads, Opportunities, Quotes • Marketing • Campaigns via email and other

  10. xRM • Additional Entities • Projects • Timesheets • Travel • More info to build holistic Customer View

  11. Internally Facing

  12. Internally Facing • ECM • Creating, Storing, Categorising, Consuming and Managing ALL content • More than just documents • Web, Scans, Communication, Documents, * • BPM • Automate and IMPROVE internal business processes • FCS (Non work related cool stuffs)

  13. Examples of Overlap? • Doc Mgmt. – Scanning = Proof • Workflow (Countless Scenarios) • CRM also has workflow component • Search • CRM also has search • Reports • Not to mention xRM • SharePoint Extranet?

  14. DEMO

  15. In Summary • Horses 4 Courses • CRM in SharePoint? • Build vs Buy • CRM Options • Mobile • Online • SharePoint (on premise), CRM (cloud)

  16. THANK YOU!!!

More Related