SharePoint Flex Blog

5 Reasons to Use a SharePoint-based CRM

  If your organization is currently using Outlook or Excel to manage your customer relationships, implementing a Centralized Relationship Management (CRM) system will be a huge step up. A CRM platform will help you consolidate your relationship data, saving time … Read More

Solution Success Means User Adoption

Of all the measures of success for information management solution implementations, there is one critical success factor that stands above the rest: user adoption. In other words, your solution is only successful if it is actually used by the people … Read More

Why All Businesses Should Use a CRM

When asked by the International Trade Council to write on the topic of “Why small businesses should use a CRM” I gladly accepted. After all, it’s a good opportunity for me to share some of what I’ve learned in my 20+ years … Read More

Can you make it through your work day without SharePoint?

  SharePoint On-Premise and SharePoint Online are Microsoft’s fastest growing products. SharePoint is a business platform that integrates seamlessly with Microsoft Office. It is used to pull knowledge workers together, automate manual business processes, and give you a dashboard of … Read More

No, Technology Can’t Solve Your Information Problems

You see the vendor sales pitches all the time: “Our innovative technology products will solve all of your information problems and make you look super smart!” Balderdash! The solution to your business information problems are things technology vendors cannot sell … Read More

What is effective information management?

It is essential to comprehend the difference between “data” and “information”. Data is raw and unprocessed and has limited usefulness. It comes in different forms such as numbers, words, symbols, graphics, images, sounds, and videos. It needs to be processed … Read More

What you can do to avoid a CRM fail

After careful consideration and review of CRM products and vetting of the vendors, you finally selected a CRM software option and have been using it for many weeks or months. Now you’re not seeing the immediate results promised by the seller – … Read More