On-Prem or In the Cloud - SideKick XRM is the first solution built to manage Leads, Opportunities, Accounts, Contacts, Tasks, Meetings and Projects that can run in Office 365 or on-prem on your servers. Want to run in the cloud, no problem. Want to run on-prem, sure. Want the power of choice so you can move from on-prem to the cloud when you are ready - that's the ticket! We designed SideKick XRM with you in mind. It is built in SharePoint 2010 so it is powerful and easy to modify and customize using InfoPath and SharePoint Designer.
Integration with Office and Outlook - SideKick XRM is deeply integrated with Outlook, Word, PowerPoint and Excel, allowing you to save important files and emails directly into Projects, Accounts, Leads, and Contacts by simply selecting a button WITHIN the ribbon of Outlook or Office. And of course, files, emails and attachments saved to SideKick XRM can be indexed and searched. SideKick XRM also supports deep integration with calendars in Outlook giving you one calendar that can be accessed from Outlook or SideKick XRM.
Item Level Security - SideKick XRM was built to support simple or complex security for business units and sales teams on every item in the system. This means you can be sure that users only see items and search results they are supposed to see.
Marketing Campaign Support - SideKick XRM allows you to track the impact of your marketing campaigns and measure the number of Leads, Opportunities and Appointments that are set because of your marketing efforts.
Support for IPAD, Tablets and Laptops - Want to run from an iPad or Tablet - no problem, we built SideKick XRM to both! Of course, you can also run it from your laptop or desktop.
Speed to Deploy - Finally, we can demo in the morning and have you deployed to Office 365 by the close of business - that day. Be amazed. Imagine the possibilities - we do every day!