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 James Townsend, vice president of Sylogist, thoughts on digital transformation, marketing automation, customer relationship management, Power Apps , Microsoft Dynamics 365, government contracting, customer service and more.