Keep Your Customer Data Secure, Private, and Under Your Control

Did you know that 88% of organisations consider improving data security a top priority, yet many still use CRMs that store client data on...
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9 Things to Consider When Choosing CRM Software

Choosing the right CRM software is a strategic decision that can shape how your business operates and grows. It’s not just about picking a...
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SharePortal’s Latest Updates: New Office 365 CRM Features

SharePortal’s latest update is all about making your workflow smarter, smoother, and more connected. By adding powerful new tools and refining our existing features,...
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10 Reasons to Switch to SharePortals for Client and Document Management

For teams handling multiple clients or projects, document management workflows can be a constant source of frustration. When emails, documents, and updates are scattered...
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CRM versus Document Management

Introduction CRM There are probably hundreds of different customer relationship management (CRM) offerings on the market. 99.9% of them cloud based. There are 100s...
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How can Microsoft Syntex help my business become more efficient?

Microsoft Syntex is a part of Microsoft 365 and SharePoint, designed to help organisations automate content processing. It focuses on using machine learning and...
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Why chose a Microsoft 365 hosted CRM service

Introduction Although Microsoft 365 is by now used by a large proportion of organisations around the globe, most will only use the core features...
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What is Microsoft 365

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,...
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Why Storing Everything in Microsoft Teams is Not Always the Best Option

When it comes to collaboration and document management, Microsoft Teams has become the go-to platform for many organisations. It’s included in most Microsoft 365...
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Using Microsoft Office 365? You Have the Ingredients of a CRM

Search for an official Microsoft answer and you’ll quickly be pointed to Dynamics 365 CRM or the ‘build it yourself’ Power Platform. What about...
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