SharePoint Flex

SharePoint Flex is a SharePoint-based CRM solution designed to streamline the management of related data and enhance the functionality of SharePoint, according to the vendor. It is suitable for businesses of all sizes, from small startups to large enterprises. SharePoint Flex caters to a wide range of professions and industries including sales and business development professionals, marketing professionals, customer service and support teams, project managers, and non-profit organizations.

Key Features

Robust Outlook Plugin: The Outlook Plugin allows users to process email communications directly into SharePoint Flex, ensuring integration with Outlook and supporting workflow efficiency, according to the vendor.

Integration with MailChimp and LinkedIn: SharePoint Flex offers integration with MailChimp, allowing users to add subscribers to their MailChimp campaign list directly from Flex. The integration with LinkedIn provides users with a quick link to a contact's LinkedIn profile, enhancing networking and relationship management capabilities, according to the vendor.

Quick Search Capabilities: Flex features a powerful Quick Search function that enables users to search, display, and create items within the Flex application. The Quick Search is fully configurable, providing instant results for people, companies, opportunities, and other relevant information stored in Flex, according to the vendor.

Pivot Point Charts and Graphs: Flex includes a SWFE license of PivotPoint, a tool that transforms list data into visually appealing charts, graphs, and tables. PivotPoint allows users to create real-time dynamic interfaces, adding value to custom pages or any Flex list and turning data into valuable information, according to the vendor.

Powerful Flex Data Viewer: The Flex Data Viewer is a customizable tool that can be added and configured against any list presented in relation to parent items. It transforms saved emails into easily reviewable communication, providing users with a comprehensive overview of communication against companies, opportunities, contracts, properties, and more, according to the vendor.

Dynamically connected Sub-Grids: Flex Sub-Grids enable the display of related information in fully customizable ways. Child items such as interactions, tasks, emails, documents, and meetings are displayed in relevant formats based on their data types. The Flex Connections feature allows for dynamic relationships to be maintained for any purpose, such as branch offices or stakeholders for projects and opportunities, according to the vendor.

"Create New" Wizard: The Flex Create New Item Wizard streamlines the process of creating new items within Flex. It manages the search requirements before creating new items, reducing the chance of duplicate records being created. The wizard also differentiates between different types of new items, ensuring efficient information gathering and increasing the likelihood of accurate data input, according to the vendor.

Quick Actions Workflow Tool: Flex Quick Actions enable users to perform logical next steps following a previous action, increasing operational efficiency. Quick Actions can be accessed throughout Flex, allowing users to launch into related items for review or to create new items, minimizing clicks and search functions, according to the vendor.

Flex Configuration Settings: Flex provides over 300 different configuration settings that enable the direct management of functions within the application. These settings allow for the customization and personalization of Flex, creating a unique user experience for each customer, according to the vendor.

Flex Audit Log: The Flex Audit Log tracks new items created, items edited and deleted, and other user processes automatically. Specific Audit Logs can be configured for tracking changes made to specific records, such as projects, opportunities, or accounts. The Audit Log helps maintain data integrity and provides a record of user actions for tracking and accountability purposes, according to the vendor.