A wiki -- software that gives you an editable information source similar to Wikipedia -- is a great resource for capturing unstructured information used in pursuing sales opportunities. Microsoft SharePoint includes wikis, and the latest version is easier to use than ever. We use our SharePoint wiki to gather up the fruits of web searches, such as the profile and history of the client, information on likely competitors, news stories, and other documentation. We use Dynamics CRM to store the structured information on a sales opportunity, but a wiki really is a better place to store unstructured data. It is so easy to use that people can jump in and contribute with little or no training.
From the vice president of the InfoStrat division of Serenic Software, thoughts on digital transformation, marketing automation, customer relationship management, Microsoft Dynamics 365 (formerly CRM), government contracting, customer service and more. For breaking news, follow me on Twitter @jamestownsend and for more depth see the InfoStrat website at www.infostrat.com