There are hundreds of different customer relationship management (CRM) and Document Management Systems (DMS) offerings on the market. 99.9% of them cloud based, some are generic, and many more are industry specific. Learn about the key differences between them as we explore CRM versus Document Management
Microsoft Syntex is a part of Microsoft 365 and SharePoint, designed to help organisations automate content processing. It focuses on using machine learning and AI to analyse and classify content, extracting important information from documents, and automating business processes. As Betasoft SharePortals natively stores all its documents in SharePoint, the full power of Syntex becomes available.
Although Microsoft 365 is by now used by a large proportion of organisations around the globe, most will only use the core features of Office applications, Email, Teams and OneDrive. Learn why you should choose a CRM system that integrates with the Microsoft ecosystem.
Overview Microsoft 365, formerly known as Office 365, is a comprehensive suite of cloud-based productivity and collaboration tools developed by Microsoft. For most adopters, including myself, the primary reason for moving my business Betasoft to Office 365 all those years ago was the convenience of paying a small monthly fee in return for using the software.
Customer Relationship Management, or short CRM, has been around for as long as businesses have had to manage customers. According to Wikipedia the formal management of relationships with customers emerged in the early 1970s, when businesses sought to better understand their customers and their satisfaction with the business’ products and services.
