SharePoint and CRM are often used side by side in organisations. In some cases they have similar functions, and with some configuration you could bend one to work a bit like the other. Where do you draw the line? This presentation covers my take on this topic.
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
14. 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)
15. 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?
I know using acronyms are usually a no-no, but I’ve put it here for a reason. I want to expose the audience to this, and then explain it.
Will add some images here.
Here I’ll explain each one of the terms with an easy to understand business related example. xRM – Vendor, Supplier, Compliance, Employee, LAB, *
Explain the traditional fits for the products. Start conversation of where they cross over.
Explain a scenario whereby user would work exclusively in one sphere vs the other. By other I’m referring to the internally facing.
Show relationship between items delivered via SharePoint. Explain a scenario whereby user would work exclusively in one sphere vs the other. By other I mean “Customer Facing”.
In the demonstration I will go tackle the following:Show a bit of Sales (Opportunity capture)Show a bit of Service (Capture support case)Cross over into SharePoint:Load proposalSearch for content