Video Library
SharePoint CRM Template is the ultimate Customer Information System for any company or organization currently using SharePoint (or considering a SharePoint launch).
See why our software is voted “Top User Rated” on SharePointReviews.com. These videos demonstrate the power and flexibility of SharePoint CRM in action. Our CRM for SharePoint unleashes SharePoint’s potential – transforming it into a complete and Centralized Relationship System.
Ready to try it out for yourself? Simply click here to request a free, no obligation, 15-day pass to our Demo site or a live personalized demonstration.
As a template, our software comes ready-to-use as a turnkey CRM solution, yet it’s also configurable. Make it as easy or complex as your business needs demand.
This video is an introduction of the major components and modules in this value-packed, user-friendly CRM system.
SharePoint CRM provides built-in and configurable relationships, workflow management, task management, opportunity and lead management, integration with Microsoft Office, and lots more.
Affordable for even the small business owner, SharePoint CRM Template is the answer for organizations looking for a more economical solution than is available from Enterprise CRM suppliers.
Run time (minutes) – 2:06
Since SharePoint CRM Template provides built-in and configurable relationships, there are many ways to enter information.
The first of this two-part series demonstrates how to easily navigate the CRM dashboard, add new accounts and utilize search functions.
Run time (minutes) – 3:15
Adding Contacts, Opportunities & More (Part 2)
SharePoint CRM allows you to manage an unlimited number of accounts, each with their own opportunities, contacts, interactions, tasks, related accounts and other pertinent details.
This video picks up where the previous one left off, demonstrating use of these daily activities.
Run time (minutes) – 2:27
Microsoft Outlook and Excel are excellent tools to help manage your business, but the drawback to using them alone: they are not relationship-based.
One of the highlights of SharePoint CRM is the Outlook plugin which connects Outlook to the CRM in reasonable and logical ways. It streamlines the processing of email communication to the CRM, bringing Contacts and Tasks from the CRM to Outlook for off-site use and efficiency.
Run time (minutes) – 1:41
Salespeople can’t waste valuable time fumbling through data and lists. With real-time reporting, SharePoint CRM helps you to better analyze your sales pipeline and forecast revenue.
This video is a brief overview on how SharePoint CRM Template can automate the sales process by helping you leverage relevant and important information.
Run time (minutes) – 3:48
Salespeople sometimes question which is more advantageous: handling a contact as a “lead” versus an “opportunity” in your CRM. This video helps eliminate the guesswork.
Run time (minutes) – 2:11
The CRM Template configurations seen here demonstrate options for a variety of business needs. We have had clients install the software and begin working with it immediately, using our fields and setup, adapting the elements over time. Use your imagination to add/move/create elements of the Dashboards, making it very useful for your staff.
Run time (minutes) – 2:47
