Is Sharepoint A Crm?

SharePoint is a powerful computer program designed to help businesses manage their data and documents. But what many don’t know is that it can also be used as a Customer Relationship Management (CRM) system. In this article, we’ll explore the features and functions of SharePoint that make it an ideal solution for managing customer relationships. We’ll also discuss the advantages of using it as a CRM and how to get started. So read on to find out if SharePoint is the right CRM for your business.

Is SharePoint a CRM?

SharePoint is a Microsoft-developed Web-based platform that has been designed to help organizations manage, store, and collaborate on content such as documents, spreadsheets, and webpages. It has become increasingly popular as a platform for business-critical applications and processes, including customer relationship management (CRM). But is SharePoint a CRM?

What Is a CRM?

CRM stands for customer relationship management, and it is a specialized system for managing customer relationships and data. A CRM system helps companies keep track of customer information, such as contact information, sales history, and customer preferences. This information is stored in a centralized database, which provides easy access and analysis of customer information. The CRM system also helps companies manage customer interactions, such as tracking customer inquiries and managing customer service requests.

Can SharePoint Serve as a CRM?

SharePoint can be used to develop custom CRM solutions, and many organizations have used SharePoint to develop their own CRM systems. However, SharePoint is not a traditional CRM system. It does not provide the same level of features and functionality that are typically found in a commercial CRM system. SharePoint is more of a platform than a fully-featured CRM system, and it requires customization and development in order to be used as a CRM.

What Are the Benefits of Using SharePoint as a CRM?

SharePoint can offer a number of benefits to organizations that use it as their CRM system. It can provide users with a single platform for managing customer data, which can help streamline processes. It can also be used to develop custom solutions that meet specific business needs. Additionally, SharePoint offers a number of features that are designed to help organizations better manage customer relationships, such as customer segmentation, customer analytics, and customer service management.

What Are the Drawbacks of Using SharePoint as a CRM?

SharePoint is not a traditional CRM system, and it does have some drawbacks. It can be difficult to customize and develop, and it may not offer the same level of features and functionality as a commercial CRM system. Additionally, SharePoint does not offer customer analytics or customer segmentation capabilities, which can be important for some organizations.

How Can Organizations Use SharePoint as a CRM?

Organizations that want to use SharePoint as their CRM system can do so by customizing and developing the platform to meet their specific needs. This can include developing custom solutions for managing customer data, developing customer segmentation tools, and developing customer analytics tools. Additionally, organizations can use third-party tools and applications to help them manage customer data.

What Are the Alternatives to SharePoint as a CRM?

Organizations that are looking for a more traditional CRM system may want to consider a commercial CRM system such as Salesforce or Microsoft Dynamics. These systems offer a wide range of features and functionality, and they are designed to help organizations manage customer data and customer relationships. Additionally, there are a number of open source CRM systems that can be used as alternatives to SharePoint.

What Are the Security Considerations for Using SharePoint as a CRM?

SharePoint is a secure platform, and it can be used to develop secure CRM solutions. However, organizations should take certain steps to ensure that their SharePoint-based CRM system is secure. This includes implementing security measures such as two-factor authentication, data encryption, and role-based access control. Additionally, organizations should keep their SharePoint environment up to date to ensure that it is secure.

What Are the Costs of Using SharePoint as a CRM?

SharePoint can be used to develop custom CRM solutions, and the cost of doing so will vary depending on the complexity of the solution. Organizations may also need to purchase additional tools and applications to help them manage their CRM system. Additionally, organizations may need to invest in additional hardware or software to keep their SharePoint environment secure.

What Are the Considerations for Implementation?

Before implementing a SharePoint-based CRM system, organizations should assess their needs and consider the costs associated with the project. Additionally, organizations should develop a plan for customizing and developing the system, and for managing and maintaining the system once it is implemented. Finally, organizations should ensure that they have the personnel and resources in place to properly manage and maintain their SharePoint-based CRM system.

Related Faq

What is SharePoint?

SharePoint is a web-based collaboration platform developed by Microsoft that enables businesses to securely manage, share, and access information. It is a comprehensive content management system, providing a wide range of features that allow businesses to build websites, create and manage documents, as well as share information and collaborate with colleagues.

SharePoint also offers a range of tools and services to help businesses manage and organize their data, such as document libraries, task lists, lists, calendars, and survey tools. The platform can also be used to create custom applications and workflows to help streamline business processes.

Is SharePoint a CRM?

No, SharePoint is not a Customer Relationship Management (CRM) system. It is a web-based collaboration platform, which means it can be used to store, manage, share, and access information. It does not offer the same features as a CRM system, such as contact management, sales tracking, and lead management.

However, there are third-party applications that can be integrated with SharePoint to provide CRM-like features. These applications can be used to manage customer data, track leads, and generate reports. By integrating these applications with SharePoint, businesses can create a more comprehensive system for managing customer relationships.

Dynamics CRM Integration with Sharepoint Part 1

SharePoint is an incredibly powerful and versatile platform that can be used to build and customize CRM solutions. Whether it’s used to manage customer relationships, store data and documents, or track sales, it offers organizations the ability to create a comprehensive and user-friendly CRM solution. With its flexibility and scalability, SharePoint is a great choice for any organization looking to streamline their CRM processes.