The most obvious issue to be considered when working with health-related organizations is the need to address the multi-relational aspect of the business process.

Although the healthcare industry is multifaceted, SharePoint Flex serves as a remarkably useful and cost-effective solution with many valuable features and extensions.

In the healthcare industry, privacy is of vital importance. Flex is hosted on-premises to ensure that sensitive data is protected.

A function within Flex called Multiple Opportunity Types can be used to track a variety of project-related data, which provides the ability to log Interactions and Tasks as they relate to Projects or Opportunities.

With our Cascading Fields function, you can create a structured process for Tasks and Interactions. Tasks and Interactions relate directly to specific items such as Organizations, Contacts or Providers, and Opportunities or Projects.

All list names, items, and fields can be renamed and repurposed to replicate the specific terminology and uses that relate to your industry. Create New Lists and connect them with existing lists to manage particular details related to different segments of the business.

The Multi-Relational Connections function is capable of managing the interplay and connectedness of organizations and individuals with other organizations and individuals — representing the multi-relational nature of the healthcare industry.

Internally-managed personalization capabilities are made possible by the Advanced Flex Configurator.

Custom Alerts, filters, and reports can be created “on the fly” using one of our approved third party web parts, such as Pivot Point (SWFE).

The healthcare industry is a fast moving, competitive and evolving sector. SharePoint Flex is designed to be dependable, easy to use and highly adaptable to support such a dynamic industry.

If you are seeking a Relationship Management system for SharePoint, please contact us for a demonstration and references from within the healthcare industry.

Like most industries, the construction industry has many unique qualities. However, in the majority of building-related companies, a common theme emerges: not knowing who the end customer is until after the opportunity has presented itself.

This situation, along with the fact that many parties are involved in the bid process which must be accounted for, creates a challenge for many Information Management systems – but not SharePoint Flex.

Relationships are more important in the construction industry than in many other industry sectors. To gain entry to the bid, contract, and subcontract market, it’s important to know “who’s who”. The play to get contracts becomes more strategic once the players are better understood.

We have many construction- related clients that rely on SharePoint Flex because of its ability to provide the right infrastructure and relationship management capability to support such a complex business structure. SharePoint Flex provides a variety of capabilities to well support this industry sector.

By attaching an Opportunity to an owner organization, it is possible to start building out the related parties and their relationships to the project. Once the awarded party is decided, this organization now plays a pivotal role in determining any subcontracts. The multi-relational tracking modules in Flex make it easy to attach the players and change their roles as the project evolves.

Tracking interactions, Tasks and Appointments with each party in the project will log those notes to the specific organization while retaining a connection to the project. This ensures quick access and easy retrieval of all communications with contractors about specific projects.

Organized storage – all files, important documents, proposals, contracts and pertinent email communications can be uploaded directly to the Opportunity Project so that everything is in one place.

Because construction and building industries are hands-on with many people out in the field, some users might be less inclined toward using Relationship Management systems. However, an Information and Relationship Management system can provide a competitive advantage, especially within this industry, as more strategic planning and knowledge of the players and their influences are necessary to swing contracts to a favorable position.

In years past, relationships determined contracts but today the market is much more competitive and complex. Winning deals must include some strategic play. SharePoint Flex provides the support system that brings the necessary business intelligence to develop winning strategies.

Contact us for your free industry focused demonstration.

There is a variety of Associations, of all shapes and sizes, operating in countless trades and industry sectors. Because members are the life of the Association, everyone who is involved knows that servicing them is the main focus.

Membership drives and events designed to boost membership may not have been historically viewed from the Associations’ perspective as the act of “selling”. Nonetheless, as more and more Associations now compete for the time and money of potential members, selling is indeed what they must do to stay alive.

Maintaining membership is such a key component to how an Association can stay in business that the focus on “upselling” to existing members, along with growing the membership, are activities that usually consume the Association’s time.

In this regard, an Association is as much a selling organization as any other business is – they just haven’t always seen themselves that way.

Larger Associations have an advantage with many options in terms of technology solutions for developing new business and managing relationships, but smaller Associations with fewer financial resources typically don’t – until now.

Because SharePoint Flex can be utilized as a Membership Sales System, it is an affordable solution for Associations with many users, even those that don’t have the budget for high-priced software.

Contact us for your free industry focused demonstration.

The distribution sector has its own individual challenges -even if the distribution arm is connected directly to the manufacturer. Distributors are typically sandwiched between the manufacturer and the end-user. Sometimes, the distributor can influence the manufacturer’s decision-making process, but typically that’s not the case.

As well, a distributor usually carries multiple products and represents multiple manufacturers. This creates a more complex scenario as the distributor strives to keep both sides happy – selling enough to meet their manufacturer’s quota – and providing what the customer wants with what they can sell. The relationship requirements for this industry include matching end-user customers of the manufacturer.

The Multi-Relational Tracker module in SharePoint Flex enables quick access to whom, and how many, end-user customers there are for each manufacturer. Each manufacturer can be kept in the same database for ease of use while being segmented by views and filtered lists.

Because Flex can operate with Accounts/Contacts and Individuals in the same database, it’s now possible for “Business to Consumer” (B2C) distributors to benefit from a Relationship Management system that offers flexible pricing with an option for unlimited users.

Here are just a few of the valuable features Flex provides Distributor businesses:

• Multi-Relationship Tracker to pull all End User Customers and attach them to the Manufacturer.
• Attach Order details using SharePoint connector to provide a complete picture of the order history of the end user customer.
• Multiple Opportunity types to create different sales processes for each manufacturer (product lines).
• A Central database allowing all communications with end user customers and manufacturers to be tracked.
• With the multiple relationships that Distributors must deal with constantly, finding a relationship management system that focuses on simplifying complex relationship-driven sales management is hard to find.

Let us show you how SharePoint Flex can be the perfect solution for your distributorship.

Contact us for your free industry focused demonstration.

We have long specialized in delivering solutions for industries that manage multiple relationships. When seeking a contact management solution, a common challenge is addressing the fundamental need to manage “high risk-oriented” relationships with individuals who in turn, are related to multiple organizations.

Relationship Management systems are typically constructed within linear “people-to-organization” relationships, which prove to be limiting for oil and gas companies because they often need to manage multiple and dynamic “people-to-organization” relationships.

We have addressed this requirement by including a Super Grid in SharePoint Flex that allows dynamic connections to be made. In this regard, it is possible to set up an individual related to a primary organization, and then connect the same individual to the dynamic organizations they also represent. The logging of all Interactions is represented within these dynamic relationship lists.
Maintaining a log of communications is a risk mitigation factor this industry cannot afford to ignore. Our focus on making the basics fast and easy will be appreciated.

Another key requirement for this industry is the means to communicate messages to the marketplace based on the categorization of individuals. SharePoint Flex creates an excellent platform for this, as lookup lists can be easily maintained and used within our advanced cross-module search engine to produce lists which, then, can be exported for marketing purposes with a note of each action.

Although our Stakeholder + Issue Management software is designed specifically for industries such as oil and gas, that require management of projects, issues, and stakeholders, we have many of these industry clients using SharePoint Flex.

Given our in-depth knowledge and understanding of the complex nature of relationships, you can guarantee that we will advise you of the best option, given your requirements.

Contact us today for a free demonstration.

We love manufacturing clients. Not only because we believe that manufacturing is the backbone of our way of life, but because we understand it. We are manufacturers ourselves!

To run a successful manufacturing operation, you must be lean and efficient, especially since many industries now compete with cheap overseas labor.

Sales people who operate in manufacturing are typically highly experienced and have often been in their respective industry for many years. Relationships are a key component in achieving success for every manufacturing organization. Not just with customers, but with vendors, distributors, and partners.

We don’t need to understand the ins and outs of the specific manufacturing operation because that’s the job of the ERP system suppliers. From the Relationship Management side of matters, we do need to understand the intricacies of the sales process, because every manufacturing company has nuances that apply specifically to their industry sector and their DNA.

At times, manufacturing companies face challenges when implementing Relationship Management software if sales people don’t feel they are computer-savvy and are more comfortable building face-to-face relationships with customers and industry contacts.

Manufacturers are highly technical from the operations side, but the sales teams have often been left to their own devices. This situation is becoming increasingly bothersome to the management of these organizations.

Many manufacturing organizations are using SharePoint Flex because of their quintessential needs to be cost-efficient and maintain an edge over the competition.

Our affordable per-user and unlimited user pricing options allow manufacturing organizations to move forward with their Relationship Management plans and maintain their focus on the bottom line.

Contact us today for a free demonstration focused on your particular industry.

Banking and Insurance companies are unique in that they deal with both B2B and B2C sales management requirements. To further complicate the situation, the person representing the client as the owner or primary contact for a business may potentially be an individual client as well – hence playing multiple roles.

To ensure that there is only one individual, whether they play one role or multiple roles within the Relationship Management system, it is a requisite to have the structure of individualism and the functionality of dynamic relationships.

SharePoint Flex can easily be adapted to support scenarios that require both B2B and B2C sales management capability within the same Relationship Management system, allowing for individualized and dynamic relationship management.

With the myriad of data connector options available, SharePoint makes the ideal platform for sensitive data to be extracted from operational data systems and made available to staff involved in new business acquisition and customer “cross-sell” opportunities.

With SharePoint being fully controlled by banking and insurance personnel, and operating behind requisite firewalls, adding SharePoint Flex as another “site” makes a lot of sense to these industries that may have flirted with SaaS (Software-as-a-Service) CRM systems but then realized that the data being collected by their Sales and Service Managers needed to be more secure.

Contact us today for a free demonstration.

There are many aspects to the Property Management industry that are uncommon in other industries. This includes multiple relationships, yet many are also stable relationships – in that the relationship structure is not continuously changing.

Generally, the structural relationships in Property Management are:

1. A Property (Building)
2. A Unit within the Property
3. The Landlord of the Property
4. The Tenant of the Property
5. Several Services companies that support the Property
6. Employees of the Landlord

As with all business sectors, we must first establish from the above items which one is the “parent” item, or the primary record that all things communicate around. In the world of Property Management, the focus is on the property. Without a property, there would be no need for any of the other items!

Because units are rented or leased by tenants, naturally there will be some turnover with renters. Therefore, service providers are kept busy with exits and new move-ins, along with general maintenance.

To manage the relationships of all these items, it is necessary to utilize a highly integrated relationship management solution.

SharePoint Flex provides an impressive opportunity for Property Management companies of all sizes to leverage their SharePoint investment and include all staff members in a centralized repository of information that has both structure and flexibility.

Contact us for your free industry focused demonstration.