Saturday, January 2, 2010

Sharepoint Reviews of the CRM Templates Offered

Here's my review of the Sharepoint CRM Template I recently used. Our promoting groups utilize Lookout's SharePoint CRM to streamline our internal and external communications and strengthen our market presence across the country. Thanks to SharePoint CRM, our flow of work has increased, our contacts are organized in a seamless manner, and productivity and effectiveness has increased to follow suit. We first bought the SharePoint CRM Template as a result of a referral and were told we could customize it to better fit out sales method. We have customized a good deal to suit are needs since then. In fact, the SharePoint Connector allows users to better manage documents connected to any CRM entity and automatically creates a SharePoint site for a CRM entity (as an example: A website for each account, where you can store all your information). The CRM-SharePoint Connector includes a configuration utility that permits an administrator to configure numerous settings of the CRM-SharePoint features.

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