Strong customer relationships don’t come from having names in a spreadsheet. They come from timely replies, clear communication, shared context, and systems that support your team at every step.
With Microsoft 365, most teams already have the tools they need to stay organised and connected. But what’s often missing is a way to bring it all together: leads, conversations, documents, and tasks, in one place.
That’s where SharePortals comes in. It works inside Microsoft 365 to turn your existing tools into a streamlined Microsoft 365 CRM. So you can deliver better customer experiences, without learning new software or switching platforms.
The 5 Stages of a Strong Customer Relationship
Whether you’re managing leads, projects, or long-term clients, every great relationship moves through a few key stages. Here’s how to support each one, using Microsoft 365 and Shareportals together:
1. Attract – Capture Interest and Follow Up Fast
At this stage, it’s all about speed and professionalism. When a lead comes in, how quickly you respond shapes the entire relationship.
How to do it:
- Use Microsoft Forms on your website to collect enquiries.
- SharePortals turns every form submission into a new contact record.
- Leads can be automatically assigned to the right person.
- Dashboards help you see where leads are coming from and how they’re performing.
SharePortals Tip: Use automation to trigger a welcome email or create a task the moment a lead arrives, no manual steps needed.
2. Connect – Personalise the Relationship
Once someone’s interested, your goal is to build trust through meaningful, well-timed communication.
How to do it:
- See the full customer history at a glance in SharePortals — emails, notes, and documents, all linked to their profile.
- Use Teams to tag in colleagues or discuss updates.
- Set reminders or auto-schedule follow-ups to keep things moving.
SharePortals Tip: Centralising info means anyone on the team can jump in without needing a handover.
3. Deliver – Stay Organised, Internally and Externally
Great delivery isn’t just about doing the work — it’s about doing it in a way that’s clear, timely, and traceable.
How to do it:
- Store and share key documents using SharePoint folders tied to the client.
- Create checklists or workflows in SharePortals to track steps, status, and ownership.
- Invite customers to branded client portals to view timelines or upload files.
SharePortals Tip: Replace back-and-forth emails with a shared space where updates, files, and progress are easy to find.
4. Support – Make It Easy to Get Help
Even the best projects hit bumps. The difference is how you handle them.
How to do it:
- Collect support requests via simple Microsoft Forms or your SharePortals portal.
- Automatically assign requests to the right person.
- Log issues and track resolution time, so you can improve over time.
SharePortals Tip: Set up alerts if a request hasn’t been responded to — so nothing slips through the cracks.
5. Grow – Build Loyalty and Improve Over Time
A strong CRM doesn’t just help you close deals — it helps you understand what keeps people coming back.
How to do it:
- Send feedback forms after delivery or milestones.
- Use dashboards to track repeat business, upsell opportunities, or churn risks.
- Log touchpoints to make future outreach feel thoughtful, not forced.
SharePortals Tip: Spot your top clients and tailor your outreach with personalised updates or offers.
Final Thoughts
Good relationships aren’t managed, they’re built. And they’re built by teams who have the tools to respond quickly, stay organised, and communicate clearly.
With Microsoft 365 and SharePortals working together, you can support every customer touchpoint without juggling systems or relying on memory.
Want to see how it works in practice? Book a Shareportals demo today.