Why sometimes you can be too clever.
We are in the process of developing an integration tool to enable dynamic linking of documents held in a SharePoint repository to a CRM system. The software will also need to support repositories such as Laserfiche and the Windows File system itself, to provide a ‘vendor neutral’ solution.

From a development – not to mention Business Automation standpoint, this is very interesting stuff. As with all great ideas, the principle is very simple, enable the user to access information necessary to perform their role in the most efficient manner.
The test we are building utilises MS Outlook as our demonstration platform. When the user receives an email, the integration tool will perform a lookup in the CRM software to display the business name and contact details relating to the email sender. The operator can opt to file the message into the file repository, or review/search for other information or documents for this client. All seamlessly actioned within MS Outlook; without requiring the user to have knowledge of or launch a separate application (or three).
I was ‘Googling’ products that claim to offer similar functionality and was struck by the rudimentary nature of some offerings. These basically require the operator to manually build a series of links between CRM and documents – claiming this is the pinnacle of automation. After watching one video which was making a big show of adding a Google search to the client record – enabling information ‘from the internet’ relating to the client record to be displayed, I commented to a colleague about how primitive some of these claims were. The response, quite surprisingly was – many users would find that very useful! I argued we have been able to do that for over a decade to which he asked – have you told anyone?
My point? Just because something appears really simple or obvious, doesn’t mean it isn’t worth telling people about!









































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