Click on the blue bars below to expand/collapse the sections and view sample screen shots.

  • Methodology, Philosophy, Functionality

    Information Management and Relationship Management are essential components of business growth and development. SharePoint CRM Flex software can be implemented out-of-the-box, should it suit your business process and requirements. With over 150 configurable features and functions, CRM Flex can also be extended and built up to custom-fit your organization, supporting your sales process or contact management workflows.

    We find the term CRM (Customer Relationship Management) to be limiting and prefer to think of CRM as “Centralized Relationship Management” because it’s more inclusive to the many aspects of business which SharePoint CRM Flex software can support.

    Experience has taught us that less is often more and that software should reflect multiple relationship methods by being configurable to how a business currently works, as well as adaptable to meet with the changes that are brought on to increase efficiency and encourage progress.

    If your group is already committed to and invested in SharePoint (2013, 2010) CRM Flex is a SMART, configurable and secure alternative to traditional Enterprise and cloud CRM software.

  • The Concept of “Continuous Improvement”

    Software can be a powerful catalyst to support operational improvements. You can streamline business processes and procedures, reduce costs and improve human output and results.

    By introducing the methodologies of “Continuous Improvement” into your CRM implementation you will gain a competitive advantage for your business. Here is how it works:

    1. 1. Have a goal of what you want to accomplish;
    2. 2. Begin with the end in mind – think about the outcome you seek;
    3. 3. Accept change is work and Star Trek exists in the movies – not in software;
    4. 4. Don’t try to eat the elephant in one sitting – take it one step at a time;
    5. 5. Look for the sweet spot – remember “what’s in it for me” and give it to the users;
    6. 6. Don’t give up half way up the mountain – breathe and keep going.

    Nothing happens overnight and there are no magic pills – not to lose weight – not in sales and marketing, production or any aspect of business – and definitely not in CRM Software. Change takes work and time but the effort is well worth the results.

    By embracing “Continuous Improvement” in your software implementation you embark on a journey of “Business Discovery”. You will learn more about your business every step forward. By continuing to “tweak” your software to further tighten the support of your processes the light will shine on the answers you need to evolve. When your software, your processes and your people are all dancing to the same music you will realize the benefit that others who expect the instant results are still dreaming of.

  • Dashboards

    Dashboards can serve as a starting page, displaying many different combinations and types of information. They are interactive and can be customized to contain useful information needed each day.

    Create as many Dashboards as your business needs require. The image below is merely one example.

    Dashboard

    Dashboard

  • Lead Management

    The purpose of Leads in SharePoint CRM is to manage unqualified prospects of your product(s) and service(s).

    The Lead Management section can be used for importing lists into the CRM for a lead generator/telemarketer to call and qualify. It can also serve as a quick and easy way to create an Account, Contact and Opportunity with a Follow-Up Task/Appointment.

    If you have no need for Lead Management, simply remove it from your CRM Template.

    Lead Display Page

    Lead Display Page

  • Account Management

    An Account is a Customer, Prospect, Vendor, Partner or any type of company you do business with. Set up an unlimited number of fields using SharePoint’s Column fields and then with our highly configurable web parts you can personalize our forms to your specific business needs.

    Accounts are linked to Contacts, Emails, Tasks, Appointments, Notes, Opportunities, Cases, Projects, Interactions, Documents and more. Don’t like the label “Accounts”? Change it within our versatile CRM Advanced Settings Configurator! Don’t like the field displays or colors? Change them.

    Have an existing Account list? Use our powerful CRM Importer to import a list or reconstruct an existing CRM system should you be switching.

    If you are in a Business-to-Consumer business, we have an Individual Template for you.

    Account Display Page

    Account Display Page

    If you need to manage Stakeholders and Issues we can demonstrate our SharePoint Stakeholder & Issue Management Software – contact our Sales Department at 1-877-922-4357.

  • Contacts

    Add an unlimited number of contacts for each Account. Contacts have related lists, such as Tasks, Interactions, Emails, etc. All Contact details roll up to the Account where you will see a complete picture of all items.

    If you prefer an Individual based Template, we can provide that in replacement of Accounts/Contacts.

    Contact Display

    Contact Display

    There are multiple options to send CRM Contacts to Outlook and vice-versa.

    Create Personalized Contact Lists

    Create Personalized Contact Lists

    Copy Contact to Outlook

    Copy Contact to Outlook

    Import CRM Contacts to Outlook

    Import CRM Contacts to Outlook

  • Interactions

    This is where the “who is talking to who, about what…” is stored. Every type of communication from face-to-face sales meetings to telephone project meetings are stored and segmented in this part of the application.

    The Outlook Plugin will convert emails to Interactions or save the email and link it to an Interaction. Interactions can be attached to Accounts, Contacts, Opportunities, Cases, Projects or any custom embedded list you may create.

    Ever wondered how many interactions were made about specific topics in your business? Now it’s possible with a couple of clicks of the mouse.

    Interaction Display Page

    Interaction Display Page

    Sample Interaction Reports

    Sample Interaction Report

  • Opportunity Management

    Opportunities are related to Accounts and Contacts. Create an Opportunity early in the sales process and relate all interactions, quotes, emails, etc. to it. These “easy to achieve” steps will provide valuable information to your organization and make it easy for sales people to focus on the most important aspects of their work.

    You can personalize the Opportunity module to mirror your sales tracking requirements.

    Within an opportunity you may wish to track the number of interactions required to win deals. With a special integration between Opportunities and Interactions it is super easy for sales people to update required fields.

    Opportunity Display Page

    Opportunity Display Page

    Opportunity Display SubGrids

    Opportunity Display SubGrids

    Sample Opportunity Report

    Sample Opportunity Report

  • Notes

    Notes can be used for any type of data that doesn’t fit elsewhere. Use them for logging media commentary, technical details or accounts receivable calls.

    Attach notes to any primary list, such as Accounts, Contacts, Cases, Projects and Opportunities.

    Note Display

    Note Display

  • Tasks and Calendar Appointments

    Tasks and Calendar Appointments are critical elements for managing time and events in business today. With so much going on we must use Tasks (reminders to do something BY a certain time/date) and Appointments (specific scheduled appointments with a start and end time/date) to manage our commitments.

    The Outlook Plugin adds another dimension to this segment by enabling the pulling of Tasks into Outlook and creating Appointments in Outlook and attaching to the CRM record.

    Task Display Page

    Task Display Page

    Import CRM Tasks to Outlook

    Import CRM Tasks to Outlook

    Appointment Display Page

    Appointment Display Page

    Save Outlook Appointments to CRM

    Save Outlook Appointments to CRM

    Calendar Display

    Calendar Display

  • Documents, Templates & Merge

    There are many features and ways of working within this section of the CRM. Simply upload any type of document to Accounts, Contacts, Cases, Projects, Opportunities or other embedded list.

    Upload Files Option

    Upload Files

    A merge function can be attached to any of the embedded lists where a Template letter is drawn from the Templates folder and merged and saved to the record it is drawn from. An excellent way to “Create an Estimate/Quote” for Opportunities.

    Document Merge

    Merge

    New Accounts can have document folders automatically created or not as your requirements dictate.

    Account Document Folders

    Folders

  • Outlook Plugin

    Our Outlook Plugin is a powerful add-in to Outlook enabling many functions as shown below. The goal of the Plugin is to connect Outlook to the CRM in reasonable and logical ways by streamlining the processing of email communication to the CRM and bringing Contacts and Tasks from the CRM to Outlook for offsite use and efficiency.

    Outlook 2007 and 2010 only.

    Save to CRM Actions

    SharePoint CRM Outlook Plugin Actions

    Plugin Search Results Display

    SharePoint CRM Search Results and Next Steps

  • Advanced Search and Campaigns

    The Advanced Search provides the functions necessary to build specific target lists. For example, if you wish to pull a list of all technical contacts for Accounts in a specific market segment or geographic area or a list of Prospects interested in a specific Service you offer this is the function for you.

    The list can be exported to Microsoft Excel for uploading to your favorite email service or merging with Microsoft Word. Use the Email Results to combine all the email addresses to send via one “bcc:” (blind carbon copy) email message.

    Advanced Search and Campaigns

    Advanced Search

  • Charts & Graphs

    We understand the importance of reporting to the return on investment you will receive from your CRM software. However, we also know how challenging it can be to get the reports you need, accurately, easily and in real time. SharePoint CRM has several reporting options available from the inexpensive and easy to the complex and expensive.

    For more examples of report options, register for a live demonstration or onsite trial.

    Charts

    Charts Sample

    Graphs Sample

    Graphs Sample

    Graphs Sample

    Graphs Sample

  • Multi-Level Relationships

    Our powerful, flexible and adaptable Sub Grid system enables a wide array of business requirements to be met. This includes automatically linking related companies and contacts, and dynamically connecting organizations and stakeholders pertaining to Accounts, Contacts, and Opportunities (Jobs / Contracts / Projects).

    SubGrid Examples

    Sub Grid Example

  • Projects

    Create a Project for an Account and track all relevant details including Tasks, Interactions, Emails, Documents and more…

    Project Display Page

    Project Display Page

    Project Display SubGrids

    Project Display SubGrids

    Sample Project Report

    Sample Project Report

  • Case Management

    A Case is any transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of a problem, claim, request, proposal, development or other complex activity.

    Attach Cases to Accounts, Opportunities or any other embedded CRM List. Track the details of your cases that are important to you with our easy to configure forms, displays and grids.

    Time can be tracked using our Interactions items.

    Case Display Page

    Case Display Page

    Sample Case Report

    Sample Case Report

  • Team Activity Log

    The system will automatically link all the items created by each user to their own “Team Item”. Any embedded CRM list data can be included as long as the item has a people field that designates it belongs to a User of the CRM.

    User Activity Display

    User Activity Display

    Additional User Activity

    Additional User Activity

  • Audit Log

    Have the system track details changed by the users. Set an automatic deletion date.

    Sample Audit Log

    Audit Log

  • Configuration Settings

    The SharePoint CRM application has a powerful Settings Control Configurator (we cannot demonstrate this online as it really is the secret power of our CRM) that enables our clients to personalize and manage their own CRM. For a discussion on the benefits of this feature, contact our Sales Team.

    By taking advantage of the powerful features available in Microsoft’s SharePoint platform we are able to offer a CRM Template that is super easy to use, scalable and affordable.

  • Next Step Actions

    The Next Step system in SharePoint CRM ensures that users always have a “next step” in front of them upon concluding an action. This pop-up window appears in when a new item is saved, with options that are easy to configure to suit your business.

    Next Steps Window

    Next Step Actions

  • Configurable Sub Grids, Filtered Lists and Cascading Fields

    Configurable Sub Grids, Filtered Lists and Cascading Fields make the system extremely flexible, easy to personalize and extend as your business evolves. Below are examples of the Interactions Sub Grid, using different filtering and cascading field options.

    Sample Sub Grid Configurations

    Configurable Sub Grids, Filtered Lists and Cascading Fields

  • Customizable Action Bars & Shortcuts

    Each Display page has its own Action Bar, which comprises of all the permitted actions for that specific module. These also are configurable, allowing you to control what the user can create by removing items from the Action Bar setting.

    Action Bar Samples

    Action Bars Samples

    Shortcut links and icons also are customizable as seen here.

    Shortcut Icon Samples

    Shortcut Icon Samples

  • Copy-To-Clipboard

    A quick method to grab a Contact’s details from SharePoint CRM and paste it into a Word document or email is the Copy to Clipboard feature.

    Copy-To-Clipboard

    Copy-To-Clipboard

Sharepoint CRM (Flex) Product Features

Give us a call to see how we can save you money with an in-house managed SharePoint CRM.

Call Sales: 1-877-922-4357

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