SharePoint workflows are great at streamlining and tracking processes, ensuring their compliance, and automating tasks. Workflow automation is a must for all companies wishing to have their internal methods functioning smoothly and effectively. It makes sure that a process runs in the correct way, allows to track its current state, and speeds it up by delegating many tasks from people to computers. Things that used to be done in days now take hours. SharePoint workflows is a popular tool to help you achieve this goal. However, there are some limitations that can cause deployment challenges. Fortunately, prospective planning and good communication with business users offer a nearly 100% chance of success.
CRM is all about having a model (methodology) for managing your company’s interactions with current and future customers. It involves using processes, policies, and technology to organize, automate, synchronize, and ensure the data quality of an organization’s sales, marketing, customer service, technical support, and the real customer relationships that drive all of these. In an interview with Kerri Groves from Lookout Software, she said that a well-run CRM program considers culture, processes, policies, and tools, and can benefit your organization in many ways.
SharePoint 2013 offers a quick and simple forms solution that provides basic data capture but isn’t dynamic (smart). What I mean by that is security trimming based on role/security and presenting fields based on context. Specifically, to add such functionality requires InfoPath and custom code. The SharePoint Team Blog has a great article that covers forms and the options available from Microsoft. For organizations that choose not to follow one of the options (and there are good reasons not to such as requiring developers and lead-time), companies such as KWizCom offer an off the shelf product you can install, learn and hit the ground running quickly.
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