Better CRM with Your Microsoft SharePoint Intranet

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Having a better intranet is no longer an option, it’s a necessity. Clear communication, secure content storage, and advanced knowledge management are only a few of the critical elements to your intranet. There is a big advantage that is important for you: Microsoft’s Sharepoint Intranet can improve your organization and your CRM system. 

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 Your Sharepoint Intranet 

Sharepoint Intranet used by companies for managing, organizing, and customizing their internal communication. It features a team collaboration that encourages greater effectiveness all-around.

Appearance: At the most basic level, your intranet theme is customized to your organization’s specifications. The interface has the colors, branding and layout you choose.

Name: You choose the name of your intranet. Choosing something meaningful can have a significant and lasting impact. One of our clients, an essential oil company, Young Living, named their intranet the “Source.”  How Young Living sources their oils are an integral part of who they are, so the term “source” has layers of meaning. Their intranet symbolizes the place everyone goes for authorized, quality, and reliable information. It is a place where real and effective communication and collaboration happens.

Templates: Also included at the basic level are templates. Slide design templates include the relationship to the Hub Site and an update of the custom theme.

Menu: All intranet sites are built with related mega menu navigation.

Webparts: New out of the box webparts and other related webparts are deployed and configured across the intranet.

Your Involvement: Thorough communication is ongoing between JourneyTEAM and your organization during the planning and installation stages. JourneyTEAM provides training hours to clients during or after installation to ensure maximum usability.

As you discover your intranet’s capabilities and compare them to your organization’s needs, you may find additional webparts that will make all the difference. Many of our clients request these, and more:

  • Employee Recognition
  • Frequently Asked Questions
  • Polls & Quizzes
  • Simple Charts
  • Quick Links
  • Timeline
  • My Sites/Teams

A Masterful Employee Directory

JourneyTEAM has developed its own world-renowned Employee Directory webpart. Clients who see how it works often ask for the invaluable tool to be implemented for them. Ask one of our SharePoint experts to demonstrate how it would work for you.

CRM and Sharepoint Integration

CRM (Customer Relationship Management) with your SharePoint Intranet means you have a fluid working system both internally and externally. Quality CRM ensures the smooth execution of every customer interaction.  You understand the value of your CRM system, so internal efficiency through your intranet system makes sense. Your SharePoint intranet helps your organization organize and provide access to everyone exactly as you intend. Your Microsoft software connects to achieve a cohesive strategy across the board.

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JourneyTEAM’s SharePoint Professionals

Our SharePoint team deploys Microsoft technologies to help organizations share information and collaborate. SharePoint Teams and the supporting cast of functionality and technologies from Microsoft are included. We help you with the information-sharing tools Microsoft has available through products such as Microsoft SharePoint, Microsoft Teams, and the integrations that those tools have within Planner within Office 365 as a whole within Power Automate and Power BI, et cetera. For many clients, we do everything from establishing information architecture, implementing corporate internets, to helping organizations learn how to structure and secure their content in a way that drives business efficiencies.

You may be looking to build a cloud intranet for the first time. Perhaps your organization is just opting for an improved or upgraded working intranet. Even better, those looking to customize their intranet per their needs will find satisfaction with Microsoft SharePoint. Equip your company with a common knowledge-sharing platform that aids employees in collaborating across all projects. Everyone can securely find what they need, in the right place, at the right time with our experienced professional team.

JourneyTEAM was recently awarded Microsoft US Partner of the Year for Dynamics 365 Customer Engagement (Media & Communications) and the Microsoft Eagle Crystal trophy as a top 5 partner for Dynamics 365 Business Central software implementations. Our team has a proven track record with successful Microsoft technology implementations. Consolidating your communication, collaboration, and productivity platform with Microsoft will provide the best support possible for your sales, marketing, and other teams, wherever they work. Let us show you how. Contact JourneyTEAM today!


Dave Bollard Chief Marketing Officer | JourneyTEAM MicrosoftArticle by: Dave Bollard – Chief Marketing Officer  | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com