Limited resources and a demand for double-digit return on investment (ROI) require managers to define projects that can leverage multiple technologies to achieve compounded results. In its “Technology Trends 2014” survey, Computer Economics identified CRM systems as the most low-risk/high-reward technology trend, based on cost predictability and ROI. The ROI of a CRM implementation can be extended even further by building it on top of the existing structures of the powerful SharePoint platform.
Did you know you can do CRM with SharePoint?
SharePoint has the most important ingredients to be an excellent collaborative CRM platform, like document management, workflow capabilities, data storage and management capabilities, real time discussions and many more.
Obviously SharePoint is not a CRM tool. What is SharePoint missing to be a powerful CRM system? The answer is, what are you expecting from a CRM system?
A CRM is a customer relationship management system. This means a CRM tracks relations with customers (and possibly other communities). In other words, a CRM is an operational system to track daily interactions you have with customers, like meetings, calls, emails, tasks, sales opportunities, documents, etc.
An intelligent CRM system needs to help end users tracking these relations with little effort, like suggesting contacts or automatically categorizing incoming and outgoing emails.
For sales and marketing users, the CRM system should provide guidance in viewing the best leads or opportunities that will deliver value. Inbound leads should be provisioned automatically in the system. In addition, the tool needs to support prospecting activities, like sending emails to leads and tracking answers.
An intelligent CRM system will distribute tasks and alerts automatically when users are needed to accomplish their work and make the sales or marketing process move forward.
Finally, the aim of any CRM system is to track how your teams are performing. From weekly activity reports to monthly sales forecasts, a CRM tool should deliver key metrics to continuously improve your processes. For managers, an accurate sales dashboard should provide all of the information needed to ensure that objectives will be met.
Download the white paper and learn:
- What features of SharePoint make it uniquely suited to extend the benefits of CRM?
- How CRM achieves game-changing ROI for your organization.
- Why a marriage of CRM and SharePoint should be your next IT investment.