The basic framework for the Intranet and Sales division sites are setup in Office 365 and SharePoint. Now, it’s time to start defining the information architecture (IA) in preparation for adding sales contracts and building out the Sales CLM process…. Read More ›
At this point, you should have configured an Intranet in Office 365 and SharePoint. When it was created, “Read” level permissions were granted to the main site in the Intranet to everyone in the organization. We’ll now see how to… Read More ›
Continuing with the Sales Contract Lifecycle Management (CLM) system in Office 365 and SharePoint, let’s consider a basic site for the sales team and to store their contract documents. Using the Organizational Structure to define Site Structure Start with understanding… Read More ›
Contract Lifecycle Management Scenario Contract Lifecycle Management often starts with e-mail and a shared network drive in small to medium business. In the beginning, this usually scales just fine, but with growth this solution quickly starts to fail sales teams… Read More ›
Throughout the series, we will cover the subject matter of how to manage your business and business processes in Microsoft Office 365 and SharePoint Online. This series is targeted at business users across the corporate divisional/departmental horizon: Sales, Marketing, Human… Read More ›