SharePoint CRM Template

The majority of CRM applications are licensed per user - which means in most organisations budget restraints do not enable everyone who interacts with clients, suppliers, prospects and business associates to record their interactions. Thus, creating silos of information!

This is no longer a problem with LookOut's SharePoint CRM Template as it can be used by everyone in your organisation because there is NO additional cost of user licenses.

LookOut's CRM:

• licensing is based on either a SharePoint Server or a SharePoint Farm.
• it runs on either the FREE version of Windows SharePoint Server (WSS 3.0) or Microsoft Office SharePoint Server (MOSS 2007) and will soon be on SharePoint 2010
• enables you and your colleagues to work in SharePoint and not have to jump out to an external CRM application to add an interaction (phone call etc.) or update information.

The LookOut SharePoint CRM Template is a full-featured Customer Relationship Management "Template" that takes advantage of Native SharePoint functionality while providing a rich environment to manage sales and service objectives. Our CRM for SharePoint defines relationships which you can use "out-of-the-box"...... and when you are ready....extend, scale, personalise and configure to fit your company's business processes.

• Simple to use, friendly interface for novice CRM users
• Can utilise Third Party SharePoint add-ons (Web Parts)
• You can personalise,  format and add fields for additional business information
• Change colors and layout views to match your corporate branding

NEXT STEPS:

• Request your own one-on-one demo
• Once a demo is completed we will give you access to a CRM Sandbox to 'play in' - enabling you to experience how easy our CRM is to use!

Or you can find out more here: SharePoint CRM Template