• CRM Overview
• SharePoint Overview
• The Big Picture
• CRM & SharePoint Integrations• OOB
• Custom
• Sales Performance
• Actionable Insights• Relationship Health• Customer engagement
• Goals and Gamification
• Account based marketing
• Reporting and Analytics
• Organize people and equipment
• Schedule Board
• Match skill sets to work order
• Geographic availability
• Contract management
• Inventory management
• Technician productivity (mobile)
Sales and MarketingStatement of Work, Sales Quote, Assessment
Customer ServiceOrders/Invoices, Legal documents, Incident reports
ProjectsScope documents, Requirements documents, Design Documents
• Share internally or externally
• Easy to manage permissions settings
• Versioning
• Consolidate feedback
• External and Mobile Access
• No VPN Required to access files
• Use any device to view or edit documents
• Syncing and Offline Access with OneDrive
• Out of the Box Integration
• Enterprise Search
• Access by External Users, distributed control of teams and invites
• SharePoint is included with O365 licensing
• SharePoint storage is less expensive than CRM storage
• CRM license required to access content in CRM
• CRM holds the business process
• SharePoint holds the documents
• CRM is the librarian and SharePoint is the library
Most customers want custom integrations
An Opportunity may have multiple quotes
Create a folder for each quote