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Deploying SharePoint Workflows: How to Cut Workload and Minimize Risks

Written by Tomasz Głogosz . Posted in Business Solutions

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.

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Incredibly User Friendly SharePoint CRM by Lookout Software

Written by Ron Charity. Posted in Business Solutions

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.

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Top-notch Intelligence Behind the SharePoint Form, Empowered by KWizCom

Written by Ron Charity. Posted in Business Solutions

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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Applying CRM Best Practices to SharePoint

Written by Ron Charity. Posted in Business Solutions

If you are thinking about deploying CRM solution for your organization, there are many considerations - culture, processes, policies, people, and technology. If you read our latest review of SharePoint CRM by Lookout Software, you understand what it can do for you. SharePoint creates a great, flexible platform for deploying a fully-loaded CRM for your business users.

Here are some points to think about when developing your program:

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Product Validation: SharePoint CRM by Lookout Software

Written by Ron Charity. Posted in Product Validation Reports

This Product Validation Report produced by SharePointReviews.com in collaboration with Ron Charity delivers independent validation of Lookout Software SharePoint CRM capabilities and provides insights on how the product compliments customers’ native Microsoft SharePoint deployments.

This report should not be treated as a replacement for the evaluation process that you would normally conduct before making a purchasing decision, but it will provide independent information on the product to help you with your decision.

Download this Product Validation Report (PDF)

 

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Product Validation: List Form Extensions Feature by KWizCom

Written by Ron Charity. Posted in Product Validation Reports

This Product Validation Report produced by SharePointReviews.com in collaboration with Ron Charity delivers independent validation of KWizCom List Form Extensions Feature capabilities and provides insights on how the product compliments customers’ native Microsoft SharePoint deployments.

This report should not be treated as a replacement for the evaluation process that you would normally conduct before making a purchasing decision, but it will provide independent information on the product to help you with your decision.

Download this Product Validation Report (PDF)

 

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HarePoint HelpDesk Solution is now available for Microsoft SharePoint 2013

Written by Inna Gordin. Posted in SharePoint Product News

Helpdesk software is a basic part of practically any contemporary IT environment. As a rule, helpdesk solutions are intended to provide the customer/employee or other end-user with appropriate interactive support (technical, sales, etc.) related to the company's products and services. The main point of a helpdesk is to troubleshoot problems using a formal procedure for user requests creation, management and resolution.

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