Workflow Automation Made Simple
Updated April 01, 2021

Workflow Automation Made Simple

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with SharePoint CRM

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.
  • Improved efficiencies with project management.
  • Decrease turnaround for sign-off on templates/documents.
  • Central repository to house knowledge supporting self-service capabilities.
SharePoint is well suited for small-to-medium sized businesses looking to address operational efficiencies with a SaaS system.

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