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Can I use SharePoint for CRM?

You can use SharePoint for CRM and more – and you should.

It’s wise to economize, so why not use what you already have? Your company can unleash the full potential of SharePoint by transforming it into a dynamic information and relationship management solution.

7 Reasons Why It’s Smart to Use SharePoint for CRM

  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 extending them, information management 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

    Information management software for SharePoint can be installed and used immediately as-is, or by making minor field adjustments. As your business evolves, it can be extended even further with approved web parts, custom workflows, and third-party products.

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

  4. A Focus on Value for your Business

    All too often, CRM database systems force you to pay for features you don’t need. By using information management software in SharePoint, you can manage your business and still upgrade with the same update package.

  5. Familiar Interface and Workflows

    Users can work confidently with a familiar interface and direct connections to Microsoft Office programs. There will always be challenges with getting users to adapt to new software procedures. The key benefit here is that users are already acquainted with the platform which makes the adjustment much smoother.

    This is not to say that thorough planning isn’t necessary for Management (on goals, objectives and outcome requirements) and Technical Support (on integrating components). But for users, the job of interacting with the new software 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 firewall and integrated with other data sources such as ERP / Accounting / Service Management, etc. that are already in place.

  7. SharePoint Saves Money

    Our product, SharePoint Flex, is one example of a SharePoint-based solution that can and will save you money. We offer tiered licensing so that the greater your numbers, the greater the cost savings. Unlike many Enterprise CRM solutions, we offer a one-time purchase option, as well as per-user-per-month plans that make it possible to pay annually for three years, and then you own your system.

So to answer the question – yes, taking advantage of your existing SharePoint environment and investment is just plain smart.

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