Frank Cortese, Author at FMT
Why Use Dynamics CRM Portals?
By now, most everyone is familiar with CRM applications. In fact, most companies, large and small, use a CRM tool, module, software or platform for customer information tracking and reporting. Certainly, the majority of companies only ever consider CRM as an internal use system but what about CRM portals? Using CRM as an internal “System of Truth” has many business benefits such as: Grow sales with your potential customers Segmenting and targeting your customers specifically Drive referrals from satisfied customers Use reporting features to make better decisions for: Forecasting Marketing communications Contact campaigns All of the above is largely known today but there are many more advantages with CRM portals. With CRM portals, there is potential to create an information hub to bridge the connection between partners, customers and you. Typically, this is accomplished with a webpage frontend that interacts with only those parts of your CRM system you want […]
3 Document Management Mistakes Every New SharePoint User Makes
If you are new to Microsoft SharePoint Online, or are considering implementing SharePoint Online, resist the following common mistakes: Creating a File Share on SharePoint Placing everything in SharePoint Thinking of SharePoint only as a document management tool File Share Pains For many, the reality of document or file management is a nested folder hierarchy on a local File Share. While initially this structure works well enough, as many have discovered it becomes a less than optimum option as folder designs grow. Typical problems inherent in this approach include: Broken access permissions No governance on folder creation nomenclature Extremely slow and unreliable search capabilities Limited document collaboration with nested folders Inconsistent or non-existent document versioning All of the above problems can contribute to poor network performance with multiple versions of documents clogging email servers and bloated network storage containing duplicate documents. Without manually inspecting similar documents, the default reaction is […]
Perks of a SharePoint IT Assessment
Many business owners and technology stakeholders have ideas on the benefits of Microsoft SharePoint but don’t know how to start a project or what to expect during it. To help ensure the success of a new SharePoint implementation or a new project to an existing system, it is recommended to complete a full SharePoint IT assessment. An upfront assessment provides the client with the most control over cost, delivery time and scope. This two-step approach provides stakeholders with the following benefits: A more accurate project scope, cost and timeline An opportunity to work with a vendor on a small but strategic project before inking a larger opportunity. This blog will provide information on what to expect in a SharePoint IT assessment. What’s included in a SharePoint IT Assessment? Not all SharePoint consultants offer or approach assessments the same way. The following outline provides the general framework for a SharePoint assessment, which is […]