SharePoint Flex Blog

“Sales are Down and it’s the CRM System’s Fault!”

I bet you have all heard this one from a Sales Manager: “Why are sales down folks, what’s the problem?” Such times are prime opportunities for the sales staff to blame the CRM system. “Because I am spending ALL my … Read More

“We need a CRM system” … Is this a cry for help?

Gaining the most benefit from CRM software depends on a consistent commitment to focus and concentrated effort. So does getting a University Degree, getting into good physical shape, and pretty much every other personal venture worth dedicating yourself to! To attain the … Read More

Still Using Email as Your CRM Solution? Bad Idea!

A few decades ago when there was no email, a pile of letters would land on someone’s desk each day. These letters had to be responded to appropriately – a business couldn’t allow them to just pile up forever. The … Read More

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