Traditionally, the 'R' in CRM has meant managing the relationship between the company that owns the CRM software and their customer, not necessarily managing the relationships those customers (contacts/leads/accounts) may have with one another. This is the thought behind the idea of XRM or CRM 2.0 - whatever trendy name they're giving it these days - the idea that your customers (contacts/leads/accounts) should have some interplay between each other and also should have some control over how those relationships are described. This way, in addition to the relationships you assign to your customers, they can self-identify relationships as well.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.