SharePoint Flex Blog

7 Reasons Why SharePoint is the Right Platform for CRM

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 … Read More

Use your CRM for Operations – or Watch it Die

If your business is merely using a SharePoint-based CRM solution (or any CRM software package) to replace an email client such as Microsoft Outlook, the reality is: it will die a slow death. This is true no matter which CRM system you choose, even … Read More

Still failing at CRM or SharePoint? This might be why.

In no aspects of our lives does a common sense person expect to change everything overnight. Positive changes like quitting a bad habit, starting a fitness program or education plan – take time and effort to see results. The same … Read More

The Most Overlooked Element of CRM – Multiple Relationships

How boring would your personal relationships be if they were one-dimensional? Just think of how prevalent this is in today’s world of social media networks – where people often share mutual friends, contacts, and groups. This is inherently one of … Read More

Comparing CRM Total Cost of Ownership: Cloud vs. On-Premises

As cloud computing becomes more popular in enterprise software, buyers are comparing cloud-based systems against traditional On-Premises ones. For many, On-Premises vs. Software-as-a-Service (SaaS) comparisons can be difficult and time-consuming. One of the most important factors to consider when deciding … Read More

How to Climb the CRM Mountain

Nearly every business or organization needs some form of CRM—whether the “C” stands for Customer, Client or Contact, relationship management is a must. CRM software implementations can be likened to the sport of mountain climbing. A novice climber wouldn’t dare … Read More

The Love-Hate Relationship of CRM

Let’s face it. Most CRM (Customer Relationship Management) solution providers are in the business of selling software. How often do you hear a seller (of any product) advise the buyer, “Odds are pretty high that this purchase will fail to … Read More

There is No “I” in CRM

You know the old saying, “There’s no I in TEAM”, meaning that when a group of people are working toward a common goal, success is achieved by working together, not alone. Well friends, there’s also no “I” in CRM. The … Read More

How to Cure CRM Laziness

CRM Administrators and Managers have heard all the excuses on why their CRM system isn’t being updated! Regardless of the reason – if your users will not update your CRM system, the solution lies in making your CRM system a … Read More

Is Your CRM Software Going as Fast as You Are?

When business transactions get really hectic, important things that are not urgent are often pushed aside, leaving the opportunity for an interruption in your Customer Relationship Management (CRM) efforts. It’s critical however to break away from the “I’ll-get-to-it-later” practice to … Read More