As the lines between sales and marketing continue to blur, businesses need more than ever to be sure that their sales and marketing teams are on the same page. With SharePoint, you can create separate sites where your marketing team can collect leads, manage projects, and pitch clients, while your sales team can track leads, share documents, and close deals. Here are ways SharePoint empowers your sales team.
What is SharePoint?
SharePoint is a website that helps your teamwork together and shares ideas. It is a place where you can post your documents, share them with everyone in your organization, and get access to any files from anywhere. SharePoint works with the Microsoft Office suite to create an experience that meets an organization’s unique needs. You can use SharePoint to co-author documents with a team, integrate and sync your corporate systems, build a knowledge base for your employees, or showcase your products in shopping catalogs.
Templates for Proposals
Having templates for proposals can help you, and your team gets proposals written quicker with fewer mistakes. They’re also helpful when you need to write a proposal quickly, like if your biggest client comes in at the last minute requesting a new proposal. Save time and sanity by creating templates that have all your proposals laid out neatly. Moreover, make sure they contain all your standard sections, including executive summary, project details, deliverables, terms & conditions, etc.
Content Management
One of the many benefits of using SharePoint as a content management system (CMS) is incredibly easy to set up and manage. Users can edit, create, and share content on SharePoint websites directly from a desktop or mobile device. Plus, with apps, add-ons, and third-party extensions like OneDrive for Business, you can customize your team’s online tools even further. Are you setting up a team site in under five minutes? That’s unheard of!
Engagement Tracking
With SharePoint, business intelligence is just a couple of clicks away. For example, you can create a contact record in Dynamics CRM and use an integration or workflow to move that contact to a list in Microsoft Excel that tracks all activity with that contact—and from there, it’s easy to create charts and graphs showing trending information. If tracking contacts sounds overwhelming or tedious, consider creating a weekly status report for your customers so they can see what progress you’ve made towards their goals over time.
Salesforce SharePoint Integration UI/UX
The Salesforce SharePoint Integration User Interface is easy to navigate, making it possible to share and access data and build collaborative solutions. Integration tools focus on visualizing data so that you can make informed decisions more quickly and easily. And because they’re built with a “cloud-first” approach, you can rely on them to help you get the job done.
Workflow Automation
Out of sight, out of mind. If you want to keep your customers engaged with your business (and keep your salespeople on track), you must build a workflow automation strategy around SharePoint. Whether you have a company or the industry you work in, these tools can help you reach new customers, improve brand loyalty, and build meaningful relationships with existing ones. Best of all, they’re easy to implement and don’t require any IT know-how! Here are a few ways to get started.
Reporting Dashboards
A free, easy-to-use solution for creating sales and marketing dashboards is Microsoft’s PerformancePoint Services. This powerful tool enables you to create an interactive dashboard in minutes. You can then use it to track key performance indicators (KPIs) specific to your organization. Your dashboards can be easily updated, so you know how things are going at a moment’s notice. The most significant benefit of these reports is that they provide instant transparency and insightful information to make better business decisions.
Creative Designs through SharePoint
If you’re looking for a solution to help you design forms and landing pages, look no further than SharePoint Designer. This great app allows you to quickly and easily make changes to your site as needed, and you don’t have to worry about coding or learning HTML to create basic designs. It is helpful if you want some basic options without having to build an entire website from scratch. However, if you know some basic code, it will be easier for you to adjust things accordingly.
Final Words
With today’s business climate focused on value-added and competitive differentiation, internal and external customers are looking for more ways to work smarter. We all have heard that the Information Technology revolution is not over, and it will get even more significant; as a result, technology is becoming an essential tool in setting apart successful businesses from their unproductive peers.
Microsoft SharePoint is a robust platform that can help your sales and marketing teams work together more productively by giving them the tools they need to create content and collaborate, share data, process business information, and monitor sales processes.
ITCube has been an industry-leading SharePoint development service provider with expertise in delivering customized and end-to-end enterprise solutions for businesses in multiple domains such as Manufacturing, Consumer goods, Oil, Gas, Public Utility. If you are looking for a SharePoint product development partner, get in touch with our experts and reach out to us at inquiry@itcube.net