How to use SharePoint to run your business [Sales | Delivery | Support]

This is for you if you run a services business which is follows the lifecycle of:
1. Sales - Contracts
2. Delivery - Projects
3. Support - Customer Success

Contact us: https://informationexp.com/contact-information-for-information-exp/

In this demo packed video we explore:

00:00 Who Should watch this
02:00 Sales - Delivery - Support Process
04:42 📃 Your templates in Word online and in the desktop app
10:02 🎯 Creating populated contracts with Client data
14:48 🖊️ Simple eSignatures within SharePoint
19:56 🏢 Creating templated Teams projects
26:52 📃Templated task lists in Planner
30:00 📅 Saving Teams project assets in to knowledge base
37:00 🧠 Capturing and retrieving your expert knowledge in Teams and SharePoint
41:59 Summary
43:27 Q&A

#powerautomate #sharepoint #microsoft

Видео How to use SharePoint to run your business [Sales | Delivery | Support] канала Information EXP