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Session - Using SharePoint to Create a Purpose-Built CRM Solution
Documents:
CreatingPurposeBuiltCRMSolution_SPS2016.pdf
Level: 100
Track: IT Pro, End-User, Business
Many companies have made a strategic commitment to the SharePoint platform for cross-organizational efficiency. Investing in something like Microsoft Dynamics CRM is beyond their reach or need. Learn how SharePoint and Nintex can be used to create a purpose-built CRM system handing incoming calls, automation of the sales process, and automatic generation of the customer and project once the deal is closed.
Speaker(s)
Nicole Prestby
Senior SharePoint Consultant
Abel Solutions
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