You can power up marketing and sales teamwork by integrating Microsoft Dynamics CRM with SharePoint. That’s because it makes everything in SharePoint easily accessible from your customer relationship management (CRM) system and vice versa.

From Finger Pointing to Smooth Communications

As sales, marketing and customer service work to attract, retain, convert, and up-sell customers, they share much of the same data—price lists, product data sheets, sales presentations, forecasts, customer information and more.

But when communication breaks down it gets ugly.

The sales people don’t have the latest information on new products; prices are out of date, and product data sheets don’t reflect up-to-the-minute changes. At the same time marketing associates are blindsided by large orders that the sales people have not kept them in the loop on so forecasts are inaccurate and production is unprepared. The ‘team’ point fingers at each other when results stagnate and team spirit erodes.

So when the finger pointing starts, it’s time to bring everyone back together, and experience remarkable results, by creating a system that integrates SharePoint and Microsoft Dynamics CRM.

This integration will make collaboration easy because sales and marketing documents are easily gathered and shared with the team, accessible from both your CRM and SharePoint systems. The benefits are numerous:

• In a couple of clicks, the latest information is visible to all team members.
• You can track versions of a document so everyone can see the latest document…and what preceded it.
• The team can edit documents simultaneously. At first thought, that sounds scary but it’s actually all under control, letting your team get the work done more quickly.

  Imagine if sales and marketing are working together on a proposal. Of course, you don’t want different people working on the same parts of a document, but in SharePoint you can create zones. Each of the authors can work on their part of the proposal at the same time, enabling it to come together that in a fraction of the usual time.

• It moves a project seamlessly between from an order in customer service to project management in SharePoint, enabling your team to get to work immediately.
• Users can check documents in and out as well as edit and maintain them from CRM.

So this integration spurs communication and is surprisingly affordable compares to a completely customized solution. Perfect for small and mid-sized businesses who are ready to level the playing field with the big boys.

Call us at 484-892-5713 or Contact Us today for a free consultation on integrating Microsoft Dynamics CRM with SharePoint.