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SharePoint CRM is a fully-featured customer relationship management (CRM) solution built as an integration in to Microsoft SharePoint.https://media.trustradius.com/product-logos/3q/zu/IGAR95UKALTU.pngWorkflow Automation Made SimpleCurrently, SharePoint is being utilized within our shared services functions to streamline processes by utilizing SharePoint's workflow capabilities. Additionally, we're using SharePoint to manage and track various projects across our shared services. SharePoint allows us to address current issues facing various program teams by being able automate workflows embedded within forms/templates created within SharePoint. By using these features we're able to track progress on deliverables and ensure the current SLAs are being appropriately met.,Automate workflows. House content across functions. Provide knowledge-sharing capabilities.,UI is pretty basic and not really sleek. Clunky backend. Search functionality could be improved.,7,Improved efficiencies with project management. Decrease turnaround for sign-off on templates/documents. Central repository to house knowledge supporting self-service capabilities.,Pega Platform, Workfront
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SharePoint CRM
5 Ratings
Score 6.7 out of 101
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SharePoint CRM Reviews

SharePoint CRM
5 Ratings
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Score 6.7 out of 101

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December 19, 2018

Workflow Automation Made Simple

Score 7 out of 10
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Currently, SharePoint is being utilized within our shared services functions to streamline processes by utilizing SharePoint's workflow capabilities. Additionally, we're using SharePoint to manage and track various projects across our shared services. SharePoint allows us to address current issues facing various program teams by being able automate workflows embedded within forms/templates created within SharePoint. By using these features we're able to track progress on deliverables and ensure the current SLAs are being appropriately met.
  • Automate workflows.
  • House content across functions.
  • Provide knowledge-sharing capabilities.
  • UI is pretty basic and not really sleek.
  • Clunky backend.
  • Search functionality could be improved.
SharePoint is well suited for small-to-medium sized businesses looking to address operational efficiencies with a SaaS system.
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SharePoint CRM Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (1)
7
Workflow management (1)
7
Integration with email client (e.g., Outlook or Gmail) (1)
8
Contract management (1)
7
Task management (1)
6
Reporting (1)
8
Customizable reports (1)
8
Custom fields (1)
8
Custom objects (1)
7
API for custom integration (1)
6
Single sign-on capability (1)
10
Role-based user permissions (1)
9
Social data (1)
8
Social engagement (1)
7
Mobile access (1)
6

About SharePoint CRM

SharePoint CRM is a fully-featured customer relationship management (CRM) solution built as an integration in to Microsoft SharePoint.