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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

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CRM & SharePoint Where do we draw the line?

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  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!!!

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