7 Reasons Why SharePoint Is the Right Platform for CRM


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It’s wise to economize, so why not use what you already have? When coupled with CRM software, your company can unleash the full potential of SharePoint – and transform it into a CRM powerhouse.

1. SharePoint is Popular
IT professionals love SharePoint because it helps them cut training and maintenance costs, save time and effort, and focus on higher priorities.

2. Utilizes an existing Asset
By leveraging SharePoint’s built-in features and intelligently extending them, CRM software for SharePoint delivers an array of cost savings such as centralization of IT management, options to integrate other existing LOB (Line of Business) systems and more.

3. It’s Extendable
SharePoint CRM software can be installed and used immediately as-is, or by making minor field adjustments. As the business evolves and internal processes expand, it can easily be extended even further with approved Web parts, custom workflows and third party products.

Although many Enterprise CRM solutions are highly customizable, they may come with a higher degree of complexity that many organizations have no time or budget for.

4. Business Value Focus
All too often, CRM database systems force you to pay for features you simply don’t need. By using CRM software within SharePoint, you can manage your unique business and still upgrade with the same update package.

5. Easy to Use
Users can work confidently with a familiar interface and direct connections to Microsoft Office programs like Outlook and Excel. There will always be some temporary challenges in getting users to adapt to new software procedures. The key benefit here – they’re already acquainted with the platform, making the adjustment much smoother.

This is not to say some heavy thinking and planning doesn’t have to go on with Management (on goals, objectives and outcome requirements) and Technical Support (on integrating components) – but for users, their job of interacting with the CRM is easier to achieve than with many Enterprise CRM solutions.

6. Maintains Control over Intellectual Property
A SharePoint-based CRM solution keeps sensitive customer data stored behind your own firewall and integrated with other data sources such as ERP / Accounting / Service Management, etc. that are already in place.

Lastly and most importantly:

7. Saves Money
Sharepoint CRM software is a very competitively priced in-house CRM database solution. With tiered licensing preferences, one-time purchase and unlimited user options, the greater your numbers, the greater the cost savings!

For a better way to maintain customer relations, taking advantage of the existing SharePoint platform is just plain smart.


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