• Save
IW - SharePoint and CRM
Upcoming SlideShare
Loading in...5
×
 

IW - SharePoint and CRM

on

  • 954 views

SharePoint and CRM are often used side by side in organisations. In some cases they have similar functions, and with some configuration you could bend one to work a bit like the other. Where do you ...

SharePoint and CRM are often used side by side in organisations. In some cases they have similar functions, and with some configuration you could bend one to work a bit like the other. Where do you draw the line? This presentation covers my take on this topic.

Statistics

Views

Total Views
954
Views on SlideShare
953
Embed Views
1

Actions

Likes
1
Downloads
0
Comments
0

1 Embed 1

http://twitter.com 1

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment
  • I know using acronyms are usually a no-no, but I’ve put it here for a reason. I want to expose the audience to this, and then explain it.
  • Will add some images here.
  • Here I’ll explain each one of the terms with an easy to understand business related example. xRM – Vendor, Supplier, Compliance, Employee, LAB, *
  • Explain the traditional fits for the products. Start conversation of where they cross over.
  • Explain a scenario whereby user would work exclusively in one sphere vs the other. By other I’m referring to the internally facing.
  • Show relationship between items delivered via SharePoint. Explain a scenario whereby user would work exclusively in one sphere vs the other. By other I mean “Customer Facing”.
  • In the demonstration I will go tackle the following:Show a bit of Sales (Opportunity capture)Show a bit of Service (Capture support case)Cross over into SharePoint:Load proposalSearch for content

IW - SharePoint and CRM IW - SharePoint and CRM Presentation Transcript

  • CRM & SharePoint
    Where do we draw the line?
  • Agenda
    What is…
    The Playing Field
    Who’s Acronym is it Anyway?
    Traditional Application of Principles
    Examples of Overlap?
    Real-World Example
    Summary
  • What is SharePoint?
    *Platform
    Benefits
    Better internal communications
    Automate internal business processes
    Reduce time to find & create content
    Enhance staff productivity
  • What is CRM?
    xRM
    Benefits
    Enhance client interaction
    Info surround client easily accessible
    Sales
    Service
    Marketing
    Store client related IP for better transparency
  • The RugbyPlaying Field
  • Acronyms Demystified
    CRM – Customer Relationship Management
    xRM– Anything Relationship Management
    ECM – Enterprise Content Management
    BPM – Business Process Management
    FCS – Fun, Cool, Stuff
  • Traditional Application
  • Customer Facing
  • Customer Facing
    Service
    Call centre
    Sales
    • Sales force
    • Leads, Opportunities, Quotes
    • Marketing
    • Campaigns via email and other
  • xRM
    Additional Entities
    Projects
    Timesheets
    Travel
    More info to build holistic Customer View
  • Internally Facing
  • Internally Facing
    ECM
    Creating, Storing, Categorising, Consuming and Managing ALL content
    More than just documents
    Web, Scans, Communication, Documents, *
    BPM
    Automate and IMPROVE internal business processes
    FCS (Non work related cool stuffs)
  • Examples of Overlap?
    Doc Mgmt. – Scanning = Proof
    Workflow (Countless Scenarios)
    CRM also has workflow component
    Search
    CRM also has search
    Reports
    Not to mention xRM
    SharePoint Extranet?
  • DEMO
  • In Summary
    Horses 4 Courses
    CRM in SharePoint?
    Build vs Buy
    CRM Options
    Mobile
    Online
    SharePoint (on premise), CRM (cloud)
  • THANK YOU!!!