SharePoint and CRM are often used side by side in organisations. In some cases they have similar functions, and with some configuration you could bend one to work a bit like the other. Where do you draw the line? This presentation covers my take on this topic.

1. CRM & SharePoint Where do we draw the line?

2. Agenda What is… The Playing Field Who’s Acronym is it Anyway? Traditional Application of Principles Examples of Overlap? Real-World Example Summary

3. What is SharePoint? *Platform Benefits Better internal communications Automate internal business processes Reduce time to find & create content Enhance staff productivity

4. What is CRM? xRM Benefits Enhance client interaction Info surround client easily accessible Sales Service Marketing Store client related IP for better transparency

5. The RugbyPlaying Field

6. Acronyms Demystified CRM – Customer Relationship Management xRM– Anything Relationship Management ECM – Enterprise Content Management BPM – Business Process Management FCS – Fun, Cool, Stuff

7. Traditional Application

8. Customer Facing

10. Leads, Opportunities, Quotes

11. Marketing

13. Internally Facing

14. 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)

15. 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?

16. DEMO

17. In Summary Horses 4 Courses CRM in SharePoint? Build vs Buy CRM Options Mobile Online SharePoint (on premise), CRM (cloud)

18. THANK YOU!!!