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A CRM solution can provide a lot of perks for your sales team. Tracking the complete lifecycle of your sales deals and activities is not a small thing. As we all know, the Covid-19 virus outbreak has left many companies feeling as if they can't invest in new software solutions. However, a CRM is too valuable a tool pass up regardless of uncertain economic times. We can give you an upper hand in finding a feasible and practical CRM solution. Today we are going to discuss 5 easy steps to set up a CRM using SharePoint and Office 365.
SharePoint is exceptional in document management system. The platform not only delivers a friendly and fantastic user experience, but it also enhances the efficiency of the way people manage and access content. Microsoft has always provided promising updates to keep SharePoint top as the best platform for content management system. We would like to enlighten you about a few new capabilities of SharePoint that assure enhanced user experience for content management system.
Distributions lists are a very practical and sensible feature to send emails to multiple people at a time. This is very helpful for large teams to keep each one in their group informed about the latest developments. There are many more benefits in using distribution lists, as it can reduce unnecessary meetings, and trouble in communicating with each user separately, which is time-consuming. Also known as distribution groups, they can be organized based on a subject or by people who are part of a common work type. As they will need to communicate often than others, distribution groups will be a very useful feature in Microsoft 365.
Organizations need to connect with a lot of people from in and out of their system. The priority here is to get things done, communicate easily and to collaborate in the best way possible. Guest access in Office 365 groups is something that delivers justice to organizations which want to connect their in-house team with partners, consultants or vendors. They can be granted access as a guest, and thus providing access to group notebook, conversations, files, calendar invitations etc.
Marketing is a fast developing and moving function within the company, having the best and most efficient tools at their disposal is essential to be successful. Having a Marketing team that leverages the company’s modern intranet portal allows for office processes to be streamlined and automated, which could just be the effective solution needed to get more bang for your marketing buck while reducing overhead.