“I am a serial entrepreneur managing multiple small companies (5-20 people in each). CRM discipline is baked into me and I struggle trying to bake it into the DNA of each of my ventures. I invested in (SharePoint Flex) with the hope it would live up to its potential. It HAS! This product has been designed to help teams work individually with efficiency and to provide management with the tools necessary to centrally monitor and assist.
…I recommend that you view your investment in (SharePoint Flex) from the long term perspective. Simply use the product out of the box, accept the way it works and dedicate TIME to understand just how well-thought the processes programmed into this product are.
So many times people spend enormous resources trying to make a product fit into the way they do business that they overlook the probability that their way may not be the most efficient.
If you make that investment of time, implementing incrementally, then you can really fly with this AND your folks will appreciate the step-by-step approach to using it (read this – they will be more readily accepting about applying CRM discipline in their work lives).
I have worked with a variety of CRM products for over 25 years and have the scars and the slimmer wallet to prove it. What Lookout Software has produced in SharePoint Flex is comprehensive, thoughtfully designed, and built on a foundation that is not only stable and powerful, but will also be relevant for the long term.”