CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is...
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Transcript of CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is...
![Page 1: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/1.jpg)
CRM & SharePointWhere do we draw the line?
![Page 2: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/2.jpg)
Agenda
• What is…• The Playing Field• Who’s Acronym is it Anyway?• Traditional Application of Principles• Examples of Overlap?• Real-World Example• Summary
![Page 3: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/3.jpg)
What is SharePoint?
• *Platform• Benefits– Better internal communications– Automate internal business processes– Reduce time to find & create content– Enhance staff productivity
![Page 4: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/4.jpg)
What is CRM?
• xRM• Benefits– Enhance client interaction– Info surround client easily accessible• Sales• Service• Marketing
– Store client related IP for better transparency
![Page 5: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/5.jpg)
Customer(External)
OverlapEmployee(Internal)
The Rugby Playing Field
![Page 6: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/6.jpg)
Acronyms Demystified
• CRM – Customer Relationship Management• xRM – Anything Relationship Management• ECM – Enterprise Content Management• BPM – Business Process Management• FCS – Fun, Cool, Stuff
![Page 7: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/7.jpg)
Customer Internal
CRM SharePoint
Traditional Application
![Page 8: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/8.jpg)
Customer Facing
Service
MarketingSales
![Page 9: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/9.jpg)
Customer Facing
• Service– Call centre
• Sales- Sales force- Leads, Opportunities, Quotes
- Marketing- Campaigns via email and other
![Page 10: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/10.jpg)
xRM
• Additional Entities
• Projects• Timesheets• Travel
• More info to build holistic Customer View
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Internally Facing
ECM
BPMFCS
![Page 12: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/12.jpg)
Internally Facing
• ECM– Creating, Storing, Categorising, Consuming and
Managing ALL content– More than just documents– Web, Scans, Communication, Documents, *
• BPM– Automate and IMPROVE internal business
processes• FCS (Non work related cool stuffs)
![Page 13: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/13.jpg)
Examples of Overlap?
• Doc Mgmt. – Scanning = Proof• Workflow (Countless Scenarios)–CRM also has workflow component
• Search–CRM also has search
• Reports• Not to mention xRM• SharePoint Extranet?
![Page 14: CRM & SharePoint Where do we draw the line?. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e315503460f94b22014/html5/thumbnails/14.jpg)
DEMO
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Customer Internal
CRM SharePoint
In Summary
• Horses 4 Courses• CRM in SharePoint?• Build vs Buy• CRM Options– Mobile– Online
• SharePoint (on premise), CRM (cloud)
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THANK YOU!!!