“We needed a CRM solution for the bank’s corporate real estate department that could replace an existing, customized SharePoint site. We needed a low-cost solution that offered the typical customer contact management, but permitting customization and the ability to leverage content from our existing SharePoint site and investment to date.
It was obvious that SharePoint Flex by LookOut Software was the right solution. LookOut quickly got up-to-speed on our business requirements and offered solutions within the software to meet our custom needs. The tool brought added functionality that we did not envision which was another key benefit.
Throughout our implementation process, LookOut Software’s Support Team was easily accessible and more than willing to work with us to make the changes necessary to accommodate our specialized needs. Their experience with SharePoint and CRM software expertise was invaluable throughout the process. The result is a system that contains the specialized functionality needed for our business model, as well as capitalizes on native SharePoint.”