How to Build a CRM in SharePoint

Welcome to SharePoint’s world of CRM! This article will show you how to build a CRM that gives your business efficient customer relationship management capabilities. Dive into the secrets of this powerful tool!

SharePoint has features and functions you can use to make an effective CRM. From organizing customer data to tracking interactions, you can customize SharePoint’s CRM for your organization’s needs. Use its robust infrastructure to simplify customer management processes and increase productivity.

Let’s look at details we haven’t discussed. SharePoint’s flexible architecture lets you design workflows and automate CRM tasks. Its integration capabilities make data exchange between applications seamless, so information flows across your organization easily.

You need to spend time on planning and configuring your SharePoint CRM to get the most out of it. Take advantage of customization options to tailor the solution to your business’s needs. Design custom forms and create personalized views to reach your goals.

Don’t miss out on the opportunity to transform your business with SharePoint. Unlock its potential to have a better customer relationship management journey. Start building your CRM today and see the positive change it brings.

You know how to build a CRM in SharePoint – now it’s time to act! Don’t hesitate to embrace this tool. Explore how a better customer relationship management experience with SharePoint can help your business. Take this chance to optimize customer management. Seize the moment and start this exciting journey!

Understanding CRM (Customer Relationship Management)

CRM (Customer Relationship Management) is an essential asset for businesses to look after and foster their ties with customers. It enables companies to organize their sales, marketing, and customer service activities, leading to better customer satisfaction and greater revenue. By utilizing CRM in SharePoint, organizations can benefit from the powerful collaboration and data management capabilities offered by the platform.

SharePoint offers a consolidated stage for saving and accessing customer information, permitting teams to have a comprehensive point of view of customer connections. With its adaptable features, businesses can alter CRM solutions to fit their precise needs. From tracking leads and managing contacts to analyzing sales data and generating reports, SharePoint provides a wide range of functionalities to back CRM activities.

One noteworthy aspect of constructing a CRM in SharePoint is its combination with other Microsoft Office tools like Outlook, Excel, and Teams. This consistent integration allows users to take advantage of familiar interfaces while accessing and updating customer data. Furthermore, SharePoint’s workflow automation features enable the creation of customized procedures that direct users through various stages of the customer lifecycle.

Gartner’s research has found that organizations that completely implement a CRM system experience an average increase in sales productivity of 15%.

Benefits of Using CRM in SharePoint

CRM in SharePoint offers brilliant advantages. Firstly, it helps team members collaborate and communicate better for effective coordination. Secondly, it provides a single spot to manage customer interaction and data for more insights. Thirdly, tracking leads and opportunities is simplified for more efficient sales. Finally, customizable features let businesses tailor the system to their needs. Utilizing CRM in SharePoint is a great move for businesses striving to enhance their customer relationship management strategies.

Preparing for CRM Implementation in SharePoint

To prepare for implementing a CRM in SharePoint, dive into evaluating requirements and objectives, gathering and organizing data, and setting up SharePoint for CRM. These steps will provide you with a structured plan to create an effective CRM system within SharePoint, tailored to your specific needs and objectives.

Evaluating Requirements and Objectives

It is essential to conduct a comprehensive assessment of the current CRM system, if any exists. This will help understand strengths and weaknesses, as well as provide valuable insights.

Engage with stakeholders from various departments to gather their input. This helps understand their specific needs and expectations.

Create a list of requirements. These include desired functionalities, integration capabilities, reporting requirements, security measures, user accessibility and customization options.

Change management is an important aspect when evaluating requirements and objectives. It brings changes to business processes, workflows and user behaviors. Address potential resistance to change and have a plan for training and support. This will help mitigate challenges during implementation.

Microsoft’s ‘SharePoint Success’ blog post by Benjamin Niaulin (2017) states that properly evaluating requirements helps prioritize business needs before deciding on CRM implementation.

Gathering and Organizing Data

Gathering and organizing data is essential for CRM implementation in SharePoint. Good data collection leads to a smooth transition and precise integration of customer info. Planning and execution are needed for success.

Steps to data gathering:

  1. Identify data sources.
  2. Collect from internal and external sources.
  3. Organize into categories and formats.
  4. Gather details that align with objectives.
  5. Validate for accuracy and completeness.
  6. Eliminate outdated or duplicate data.

Data gathering and organization are key for CRM success. Without these, opportunities will be missed and customer relationships hindered. Investing time and resources into this process is vital.

Setting up SharePoint for CRM

Assess your current SharePoint setup to see if any changes are needed for CRM integration. This includes permissions, security settings, and document organization.

To enhance the functionality for CRM usage, install add-ons such as document management tools or workflow automation solutions.

Customize SharePoint to match the needs of the CRM implementation by creating custom lists, libraries, or workflows.

Establish integration between SharePoint and the CRM system by configuring connectors or leveraging existing options.

Training employees on using SharePoint for CRM purposes and providing ongoing technical support is essential.

Additionally, establish governance policies for managing content within SharePoint when integrating with a CRM system. This keeps data integrity and appropriate user access.

Gartner Research states that organizations that successfully integrate SharePoint and CRM systems have a 20% increase in productivity and efficiency in managing customer relationships.

Follow these steps and consider content governance to unlock the full potential of CRM efforts.

Building a CRM in SharePoint

To build a CRM in SharePoint with custom features, utilize various techniques. Creating custom lists and libraries, configuring custom fields and columns, creating relationships and lookup fields, designing forms and views, and adding workflows and automation are the key sub-sections that will guide you through the process.

Creating Custom Lists and Libraries

Custom lists offer flexibility to create special data fields. This helps form layout to fit business requirements.

Libraries provide a central place for documents. They are easy to access and collaborate. Plus, version control and security settings are possible.

Users can tailor views, automate workflows, and track activities within the CRM with this feature.

Organizations can use SharePoint’s customization capabilities for custom lists and libraries. This means they don’t need external apps or complex coding.

Configuring Custom Fields and Columns

CRM in SharePoint needs custom fields and columns. These are the backbone of your system. They store info on customers like contact details, preferences, purchase history and interactions. To get the most out of them, identify data points needed like industry, company size, location etc. Represent these with field types like text fields and choice fields. Set up clear naming conventions for consistency and searchability. Use SharePoint’s validation settings for data accuracy. Plus, create views to filter data and display relevant info to users.

Creating Relationships and Lookup Fields

CRM solutions in SharePoint enable you to make connections and lookup fields. This increases the usefulness of your system. By forming connections between entities like customers and orders, you can manage data more efficiently and boost productivity.

These relationships will streamline workflows by establishing a clear link between related info. For instance, when a new order is made, the CRM automatically creates a link to the customer record. This saves time and keeps data accurate.

In addition to relationships, lookup fields are an extra helpful tool for constructing a CRM in SharePoint. With lookup fields, you can reference data from one list or library to another, creating a continuous flow of data. For instance, when entering customer details for an order, you can easily access their contact info from the customer list.

To get the most out of creating relationships and lookup fields in SharePoint, consider the following:

  1. Plan your structure: Before making relationships and lookup fields, plan your CRM structure. Identify key entities and decide how they relate to each other. This will guarantee efficient data management and peak system performance.
  2. Utilize cascading dropdowns: Make the most of cascading dropdowns when setting up lookup fields. This feature lets you filter choices based on prior selections, making data entry easier and mistake-free.
  3. Limit unnecessary lookups: While lookup fields are powerful tools, avoid too many of them which could lead to busy interfaces or slow performance. Only include essential lookups which enhance usability and productivity.

By following these suggestions, you can successfully create relationships and lookup fields in SharePoint for your CRM solution, while maintaining a well-organized and efficient system.

Designing Forms and Views

Designing forms is about customizing fields, layouts, and functionalities. This lets users input data in a structured way, ensuring accuracy. Well-designed forms also help users navigate and save time. Businesses can use conditional formatting and validation rules to enhance data quality.

Views are a visual representation of data stored in a CRM system. To make them useful, businesses need to select relevant columns, sorting options, and filters. With SharePoint’s flexibility, businesses can create personalized experiences for different users. They can add logos and color schemes to align with their brand identity.

Designing forms and views is essential when building a CRM in SharePoint. It helps businesses optimize processes, improve user productivity, and gain insights from organized information. According to Gartner Research Company, organizations that prioritize design see higher user adoption rates due to better user experience.

Adding Workflows and Automation

Adding workflows and automation to your CRM in SharePoint can improve efficiency and effectiveness. It saves time and reduces errors, boosting productivity. Here’s a guide on how to do it:

  1. Identify processes that could use automation. Analyze current CRM processes and find places where manual input is needed or mistakes happen.
  2. Design workflows. Figure out triggers, actions and conditions for each process. Think about how different teams will be involved.
  3. Configure workflows in SharePoint Designer. Use the tool made for creating workflows to set up your triggers, actions and conditions.
  4. Test your workflows. Before using them for real, make sure every step runs correctly. Address any issues that come up.
  5. Monitor and refine your workflows. This is an ongoing process. Regularly review performance and get feedback for improvements.

By following these steps, you can add workflows and automation to your CRM in SharePoint. This streamlines processes, reduces manual work, prevents errors and increases productivity.

Integrating CRM Features in SharePoint

To integrate CRM features in SharePoint effectively, follow these steps. Use document management in CRM to streamline file organization. Track communication and activities for efficient customer interaction. Implement dashboards and reports to gather insights and monitor progress. These sub-sections provide practical solutions for building a comprehensive CRM within the SharePoint platform.

Using Document Management in CRM

Document management is vital for Customer Relationship Management (CRM). It streamlines the organization of important documents. When integrated into CRM, businesses can store, retrieve, and share files on the platform. This makes the documents easily available to employees, improving efficiency and customer service.

A key advantage of document management in CRM is the centralization of files. Employees don’t have to search through multiple folders or cabinets – they can just access the CRM system. This saves time and reduces the risk of losing documents.

Plus, document management in CRM allows teams to collaborate seamlessly. With a central platform for file sharing and version control, they can work together more efficiently. They can track any changes and ensure everyone has the latest version.

Document management in CRM also offers enhanced data security. With access controls and permissions, businesses can make sure only authorized individuals have access. This protects confidential info from unauthorized use.

Gartner conducted a study which found that companies integrating document management features into their CRM systems experienced an average employee productivity increase of 20%. The study also reported that document retrieval time reduced by 30%. These stats show the huge impact of document management in CRM on businesses striving to increase operational efficiency and customer satisfaction.

Tracking Communication and Activities

Tracking communication and activities is a must for any successful business. SharePoint can help with this by adding in CRM features. This can help monitor and record customer interactions, resulting in timely follow-up and improved satisfaction. It also tracks emails, calls, meetings, and tasks, and stores them all in one place.

With SharePoint, filtering and searching for relevant data is made easy. This simplifies collaboration and eliminates the need to search through other platforms. Plus, real-time updates on customer interactions are available, ensuring businesses stay on top of things.

One example of how tracking communication and activities can be beneficial is a leading telecommunications provider. They used SharePoint’s CRM features to streamline their customer support. By having all customer interactions in one platform, they could track conversations, resolutions, and follow-ups better.

The result? They saw faster response times and higher customer satisfaction. This shows the importance of accurate communication and activity tracking for businesses and how CRM features in SharePoint can revolutionize customer service operations.

Implementing Dashboards and Reports

Want to implement Dashboards and Reports for success? Here’s a simple guide:

  1. Find the KPIs most important to your organization – like sales revenue, customer ratings, website traffic.
  2. Choose the right visualization software that’s easy to use and customise.
  3. Design visuals like charts, graphs that are clear and meaningful.
  4. Keep dashboards up-to-date by refreshing data and adding insights.
  5. Ensure accuracy and security of data and protect sensitive info.

A real success story: A multinational corporation used a centralized dashboard system to consolidate sales data from different regions. This enabled them to identify regional trends, spot opportunities for growth, and make strategic decisions more efficiently.

By following these steps and leveraging visualization tools, organizations can get actionable insights that drive success!

Best Practices for CRM in SharePoint

To optimize your CRM in SharePoint, follow these best practices. Customize and extend CRM functionality to align with your business needs. Implement effective training and user adoption strategies for seamless integration. Ensure the smooth operation of your CRM in SharePoint with monitoring and maintenance techniques. These practices will help you build a robust CRM system tailored to your organization’s requirements.

Customizing and Extending CRM Functionality

Tailoring CRM features to your business needs is essential for optimizing processes. Create custom lists and libraries to store and track customer contacts, opportunities, and campaigns. Design with custom fields and views to capture and organize info. Automate routine tasks with custom workflows for efficiency. Develop custom web parts and applications for tailored solutions. Involve stakeholders from different departments for a successful implementation. Regular communication and collaboration are key.

Training and User Adoption Strategies

  1. Creating training materials covering CRM navigation, data entry, and reporting.
  2. Hosting real-time training sessions to teach users how to use the CRM.
  3. Providing a help desk or support team to answer any questions.
  4. Using leaderboards, badges, and rewards to motivate users.
  5. Encouraging feedback and suggestions to improve the user experience.

Also, offering personalized training sessions based on roles/departments can increase engagement. Plus, creating user-friendly documentation for ongoing learning is key.

Monitoring and Maintaining CRM in SharePoint

Monitoring and maintaining CRM in SharePoint is a must. Without it, data may slip away or tech issues can slow your business down.

To properly monitor, it’s important to check for errors regularly. This can be done automatically or manually. By doing so, you can spot and fix problems before they cause harm.

Additionally, you should set up a maintenance routine to keep the CRM system running smoothly. This includes updating software, managing user permissions, and backing up data. This will help your CRM system to stay secure and responsive.

Reporting tools can also help with monitoring. These give insights into CRM performance such as customer satisfaction, sales trends, and employee productivity. By analyzing this data, you can find areas to improve and take steps to get the best out of your CRM system.

An example of the importance of monitoring and maintenance is a multinational company that lost valuable customer data during a server crash because of neglecting their CRM system. This highlights the need for strong monitoring and maintenance to avoid disasters.


Building a CRM in SharePoint is a great way to manage customer relationships. It provides customization options and collaborative features that fit businesses’ specific needs. Plus, it allows users to track interactions, store customer data, and communicate quickly.

SharePoint also integrates with Outlook and Excel, so users can access and update CRM information within their familiar interfaces. Security measures protect sensitive customer data.

SharePoint also has scalability and flexibility. As businesses grow, they can expand their CRM capabilities on the same platform without reconfiguring or migrating. This adaptability ensures the CRM solution continues to meet business requirements.

Implementing a CRM in SharePoint offers many advantages for customer relationship management. Don’t miss out – start building your CRM in SharePoint now and upgrade your customer relationships!

Frequently Asked Questions

1. How do I start building a CRM in SharePoint?

To start building a CRM in SharePoint, you first need to identify your CRM requirements and define the scope of your project. Then, create a list of entities such as contacts, leads, and opportunities that you want to track in the CRM. Next, design the data structure by creating custom lists or libraries in SharePoint to store the CRM data. Finally, configure workflows, forms, and views to customize the CRM functionality based on your business needs.

2. Can I customize the CRM interface in SharePoint?

Yes, you can customize the CRM interface in SharePoint to align with your company’s branding and design preferences. You can modify the layout, colors, fonts, and styles of the CRM pages using SharePoint’s built-in design tools. Additionally, you can leverage SharePoint’s web parts and page editing capabilities to create custom dashboards and views that display the CRM data in a way that suits your business requirements.

3. How can I track customer interactions in a SharePoint CRM?

You can track customer interactions in a SharePoint CRM by utilizing features such as activity lists, communication logs, and integration with Microsoft Outlook. Create custom lists or libraries to record important customer interactions, including emails, phone calls, meetings, and tasks. With SharePoint’s integration with Outlook, you can synchronize emails and calendar events, ensuring all customer interactions are captured and stored in the CRM.

4. Is it possible to automate CRM processes in SharePoint?

Yes, SharePoint allows you to automate CRM processes using its built-in workflow capabilities. You can create workflows to automate tasks such as lead assignment, opportunity management, and customer onboarding. These workflows can be triggered based on specific events or conditions, ensuring that your CRM processes are streamlined and consistent. SharePoint’s workflow designer provides a user-friendly interface to create and customize workflows without the need for coding.

5. Can multiple users access and collaborate on the CRM data in SharePoint?

Absolutely. SharePoint provides robust collaboration features that allow multiple users to access and collaborate on CRM data. You can set permissions and access levels for different users or user groups, ensuring that only authorized individuals can view or edit specific CRM records. SharePoint’s versioning feature also allows you to track changes made to the CRM data, providing a complete audit trail of user activities.

6. How can I generate reports and analytics from my SharePoint CRM?

With SharePoint, you can generate reports and analytics from your CRM data using its built-in reporting tools. SharePoint provides the ability to create custom views, charts, and dashboards using various data visualization web parts. You can also leverage SharePoint’s integration with Microsoft Power BI for advanced reporting and analytics capabilities. By analyzing CRM data, you can gain valuable insights into customer trends, sales performance, and overall business growth.

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