Banking and Insurance companies are unique in that they deal with both Business-to-Business (B2B) and Business-to-Consumer (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 within the CRM or multiple roles – it is a requisite to have the structure of individualism and the functionality of dynamic relationships.

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

With the myriad of data connector options available, SharePoint makes the perfect 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 the SharePoint CRM 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.