Your company has likely put a lot of time, money and resources into SharePoint. Is under-utilization preventing you from receiving the most return on that investment?

MORE than a CRM tool, SharePoint CRM helps provide:

- Structure and Automation -
- Total Business Information Management –
- Centralized Communication and Knowledge -

SharePoint CRM Template remains one of the most competitively priced in-house CRM database solutions, with a number of “one-time” licensing options, including unlimited users.

What will the Total Cost of Ownership be – including storage, additional features and charges for add-on apps – from your Cloud CRM Provider over a 3-year period?

How will you customize it to suit your unique business operations and how will integration with your internal systems be managed?

What happens if you are not happy with the Cloud after a year or so? How will you get your documents and email communications out of it?

That’s why it’s smart to look at all your options, including leveraging existing internal infrastructure such as SharePoint, before committing to a one year contract for a Cloud-based CRM. Things might not be how they first appear.

Visit our web site to register for your on-premise trial download or a personalized online demo.

- Campaign Management
- Lead Management
- Opportunity tracking
- Account/Contact management
- Manage and track Marketing, Sales and Contract documents
- Full Customer Service module with case management

Marketing Management:

Track and manage campaigns, marketing documents, projects and more.

New Leads, Sales Opportunities:

Capture leads from web forms via incoming email and turn them into leads. Notify key sales staff of new leads for qualification. Track qualified prospects through the sales process. Manage Pipeline and Forecasting with dashboards and reports.

Account Management:

Centralized Accounts/Contacts lists cross reference with Cases, Communications, Contracts libraries, tasks and appointments to allow you to get the overall picture of the Account at any time.

Customer Service:

Capture and track customer cases, issues and requests using the customer service feature. Cases can be captured through incoming email, phone, or web form (from your external site). Be alerted via email to new cases, assign and track cases and automatically notify the customer when the case is done via email.

Don’t pay a consultant, or spend a lot for enterprise level applications. This template is priced for the small to medium organization and is a one-time fee for unlimited users.

- full help desk
- change management
- IT asset tracking
- staff scheduling
- track documents
- service appointments
- and other features.

Unlike the other templates, SP IT Support Template allows for 100% customization (adding columns, views etc.) by SharePoint business power users. It is built to run on SharePoint Foundation (and Server), Office 365 SharePoint Online.

SP Business Suite can be purchased as an integrated solution or as individual applications. While built on Office 365, the applications can run in the Cloud or on-premise SharePoint. It supports all editions of SharePoint (including Foundation) and Office 365 SharePoint Online. SP Business Suite can be accessed from computers, tablets and smart phones, providing anytime anywhere capabilities.

Our quick branding service provides over 20 site layouts to pick from, color choices and adds your logo and header graphics. With SP Intranet Portal you get a quality organization portal at a fraction of the price of traditional consulting services.

New Projects can be easily defined using quick task entry or leveraging project task templates which can be created and reused over and over. Visual KPIs and Progress Bars provide a visual overview of status and progress. To provide real-time measurement, dashboards and charts give additional visual status aids. Like all SP Marketplace applications, SP Project Tracker is 100% customizable using standard SharePoint without the need for programmers. It is designed to run on Office 365 or other multi-tenant hosted SharePoint environment. It also can be implemented on premise as well (SharePoint Foundation, Server or Enterprise).

It is often a constant source of irritation that information about appointments and meetings are hidden away in personal calendars. Getting a clear picture of available personnel and resources are important and will undoubtedly result in a more effective organization and ultimately saves time and money.

The business needs for group calendaring tools differs by organisation and by the context in which the employees are working. iGlobe Exchange Group Calendar is a flexible, multi-purpose calendar application designed for usage scenarios where a group needs to share or collaborate on calendar information.

iGlobe Group Calendar improves efficiency by identifying staff, their availability and location across all business units, department and sites – anytime, anywhere. iGlobe Group Calendar makes it easy for you to find the colleague you need, and for your organization to plan its resources optimally.

iGlobe Group Calendar is an intuitive and user-friendly group calendar with cutting-edge features. It provides you with access to your colleagues’ calendars, thereby improving collaboration and communication between employees and different departments within your organization.

You can install and use the application immediately “out-of-the-box” or extend, scale, personalize and configure it to fit the company’s business needs.

iGlobe Exchange Group Calendar can be found in the Microsoft SharePoint Office Store.

Organize and update metadata in your SharePoint content in Sites, Lists and Libraries. Create, Modify, Delete SharePoint metadata values in bulk. Cleanup unwanted SharePoint content. Reclassify SharePoint metadata. Export SharePoint metadata. Perform Post-migration content classification and metadata cleanup