Accelerate organizational agility with SharePoint

Enhancing Sales and Marketing Collaborations with SharePoint and AI

Commercial teams in the life sciences industry need to be agile to drive effective launches, digital Healthcare Practitioners (HCP) experiences, and drive innovation for new commercial models. Be it understanding HCPs preferences or running omnichannel campaigns across various geos, commercial teams need to lead with AI. An effective way to achieve cross-functional collaboration without compromising on data security is utilizing your organization’s already existing Microsoft ecosystem and extending it with SharePoint customizations. SharePoint offers capabilities for collaboration, streamlining document management, and automating inefficient processes. You can also integrate AI capabilities on top of SharePoint to uncover hidden insights for assisting in decision support and recommending the next best actions. Let us dive deeper into how SharePoint + AI can become a game changer for the life sciences sales and marketing functions. How SharePoint and AI can Revolutionize Pharma Go-To-Market Here are a few opportunities on how sales and marketing teams can drive effective collaboration using SharePoint and AI. Internal sales portal: AI can analyze prescription data and HCP personas stored in SharePoint to provide recommendations on targeted HCP engagement strategies, the right product messaging, optimizing HCP outreach. This enables decision makers in Commercial teams to develop alignment around field marketing activities. Additionally, teams can leverage and AI to design training programs tailored to the unique requirements and pain points of the target audiences.External partner portal: SharePoint can become the centralized repository for storing and organizing training materials, and product information. This ensures smooth correspondence and robust collaborations between partners.Marketing portal: AI-powered integration with SharePoint transforms marketing collaboration. AI can streamline workflows for efficient sharing of emails, events, branding assets, and campaigns. One such example is smart document retrieval which enables commercial teams to access branding materials with just a click, reducing TATs for lean marketing teams.Unified insights: AI algorithms applied on CRM data in SharePoint offer a 360-degree perspective by combining interactions from all outreaches done by commercial teams, be it CME events or field visits.Predictive campaign analytics: Sales provides relevant practitioner prescription trends to SharePoint, while marketing uploads campaign analytics. You can identify high-performing markets and strategies for effective future launches. Rapid competitive benchmarking: AI can effectively scan external sources for critical information, including clinical readouts, updates on competitors’ pipelines, and recent approvals within the life sciences industry. This data can be seamlessly integrated with SharePoint Collaboration portals ensuring the right stakeholders have access to the most relevant information.Coordinated content development: Sales and marketing teams can identify content gaps by employing AI sentiment analysis on sales call notes and feedback surveys stored on SharePoint. Teams from various departments, including R&D, marketing, and strategic planning, can access this shared intelligence and take collective actions to bridge the gaps. Why Choose SharePoint for Collaboration? SharePoint is an excellent platform to promote collaboration as it fulfils all the requirements of a secure and compliant portal. Here are some pointers on why life sciences should choose SharePoint for their sales and marketing collaboration needs. Intellectual property protection: With SharePoint's strong permissions and configuration options, process owners can safeguard their intellectual property and manage access to critical data.Risk & compliance management: Data security is the primary concern for life sciences organizations. SharePoint provides robust compliance features and advanced security measures which ensures adherence to the industry standards and regulatory requirements. We helped a global pharma client attain the audit requirements for the document management processes using SharePoint, check out the full case study here.Cross-functional communication: SharePoint makes it easier for teams and departments to communicate with one another, promoting better collaboration and information exchange. The version controlling and restricted-view access controls help in establishing a seamless document management workflow.Customizable lists and document management: SharePoint provides document management tools for sharing files and tracking them with team members and customizable lists for tracking different kinds of information. Additionally, it has an integrated commenting system for exchanging document feedback. Our team built a customized document management system where SharePoint lists helped them to allow multiple reviews and reconciliations for each document along with audit logs for each review. Our custom built prevented the DMS system from slowing down despite allowing multiple reviews. Check out the full case study here. External collaboration: Leveraging SharePoint coupled with AI can significantly enhance external collaboration efforts for sales and marketing teams. SharePoint's secure collaboration features, coupled with AI-driven access controls, ensure that external collaborators have access to the right information. Further AI can analyze usage patterns, suggesting optimal collaboration settings while maintaining data privacy. AI analytics in SharePoint can provide real-time insights into how external collaborators interact with shared materials. This includes tracking document views, time spent on specific pages, and collaboration patterns. These insights empower the marketing and sales teams to tailor their strategies based on real-time data.Integration with other applications: Integrating SharePoint with other applications and coupling it with AI offers a powerful solution for pharmaceutical companies in streamlining collaboration between various departments. SharePoint’s integration capabilities make it a central hub for information and unify all the departments of sales and marketing into one ecosystem. Coupled with AI ensures disparate applications, such as market research platforms, CRM systems, and analytics platforms, can work together cohesively.Value: Traditional infrastructure for collaboration and document management incurs high costs. Since SharePoint is a cloud-based platform, it eliminates the need for extensive on-premises infrastructure. The pay-as-you-go model of cloud services ensures that pharmaceutical companies pay only for the resources they use. SharePoint offers various licensing and subscription models, providing flexibility in choosing plans based on specific needs. These factors make SharePoint a value-first choice for meeting the collaboration needs of the pharmaceutical organizations.Access to Microsoft 365 suite: The Microsoft 365 package, which also contains Word, Excel, PowerPoint, Teams, and power platform which seamlessly integrate with SharePoint. The sales and marketing teams can work in a unified and familiar environment leading to effective collaboration within the teams. SharePoint's integration with Outlook facilitates seamless email collaboration and ensures the email communications are closely tied to the collaborative efforts.Cloud application: Since SharePoint is a cloud-based program, companies can use it from any location with an internet connection to store and retrieve their data, documents, and files. Sales teams that operate from various locations globally can access information on the go. Furthermore, SharePoint has strong security features to safeguard private information, including threat detection and two-factor authentication. SharePoint is a useful tool for the life sciences sales and marketing teams because of these characteristics, which also help them manage intellectual property, uphold compliance, and drive better collaboration. Conclusion In summary, SharePoint with AI provides a versatile platform for document sharing, content management, and collaboration, making it an effective tool for life sciences sales and marketing teams. Organizations can enhance cooperation, make data-driven choices, and expedite sales and marketing processes by utilizing SharePoint's capabilities. SharePoint's capabilities can be further improved by connecting it with other Office 365 services and outside tools. This will improve teamwork, productivity, and user satisfaction.

How to collaborate better with Microsoft Teams and SharePoint?

There is a lot of fuss around SharePoint vs Teams: should use Teams or SharePoint, is Teams better than SharePoint, where should we store files, etc. I have come across multiple articles that attempt to solve such confusion but, they never really put light on how these two products are better together, or what role to each of them serves in the collaborative working space. Brief about each of the two Products Microsoft Teams, the hub for teamwork in Office 365. A chat-based collaboration space that allows groups to have meaningful conversations in real-time or near time. It integrates with other Microsoft and third-party services, including PowerPoint, OneNote, and SharePoint. It is cloud-based and has provisions to integrate with SharePoint site, webparts etc. SharePoint initially launched as a Document Management system has evolved over the years into a mobile, intelligent intranet. A popular platform among organizations to share and manage content, knowledge and applications that empower teamwork. Additionally, SharePoint offers a team site, a place to work together with a group of people (share of information between colleagues, add events, to-do items, news, etc.). SharePoint is your best platform for storing and managing content in the right way. Why we should use both? While team site is for collaboration in SharePoint, every time you create a new team in Teams, you get a SharePoint team site and the default things (document library, notebooks, etc.) that comes with it. This is probably why people get confused about which one to use or where to store data. One thing to understand here is that Teams access data from SharePoint, there may be a replication from the view perspective but there is no replication of files. They are the same files. SharePoint stores data while Teams consumes that data. Even though the SharePoint team site has been around as a collaborative platform for some time now, it always lacked the social and communication capabilities. A feat very easily achieved by Teams because it is chat-based. SharePoint stores and manages content in the right way with features like co-authoring, versioning, etc.; Teams, on the other hand, bring in the added value of real-time or near-time conversation, collaboration and interaction.Few examples where SharePoint and Team are better together SharePoint Document Library within Teams: You add your document libraries in the Teams tab. This gives you access to all the files with full fidelity.Comment and Converse beyond Office files: Not only can you comment and converse about PowerPoint or Word but also other file types. As a fun fact, Teams is compatible with 270 different file types. It saves a lot of context switching and not to mention collaboration is as good as real.Rich dashboards: It is often seen teams share periodic charts and graphs in Team tabs. These reports are not that engaging. How about a rich dashboard? Instead of having multiple tabs, you could just build a dashboard in SharePoint and link it. You can have a chat with your team in the specific channel and if you @mention someone, you ask the person to join the meeting. This happens in real-time or near-time and you do not get redirected. You could even use stream to be in a live session. Similarly, there’s the news connector. Better together; isn’t it?SharePoint List: SharePoint list in Teams is another great example. When you add a SharePoint list to Teams, you get a full working list without the crumb (you only see the list). You can apply filters and all the things you do in SharePoint. Wrapping it up SharePoint can be seen as a content creation platform and Teams a content consumption platform. Former is where you manage content and the latter is where you present and have a conversation around it. Usually, content consumption comprises nearly 70% of any organization. If you maintain SharePoint as a single source of content delivery for various other services within Office365 suit like Teams, yammer, emails, etc. content management gets easier and so does collaboration. The SharePoint experience within Teams makes you aware of why SharePoint has been so popular for content and how you don’t have to leave Teams if you don’t want to. Not only are you viewing the content, you are interacting with it and beyond interacting you are engaging with your team.

Why Organizations should use SharePoint for Document Management System - i2e Consulting

Document Management System is a system to store, organize, manage, and track the company's electronic documents.To keep a track of changes on Paper-based documents, organizations were spending an enormous amount of time and money. The accuracy and efficiency were questionable thus explaining the magnitude of the problem. To make it extremely feasible for the companies, i2e is helping the organizations by building a Document Management System.Document Management System can be created on the various platform. However, the key to a successful system is its efficiency, speed, and collaboration with other departments. But most of the systems faced the performance issue often leading to frustration among the employees. The solution to this problem is by creating a Document Management System using SharePoint.SharePoint, a part of Microsoft Office is a highly configurable web-based application to manage documents and Projects online. SharePoint helps in defining the process for an organization. You can integrate it with your CRM, ERP, finance applications and Email to improve collaboration.7 Top Benefits of using Document Management System on SharePoint:Document Management System supports version control, Audit, review, approval process, and user role-based permissions.It also helps the user to store, organize, share and control company's electronic documents.Document Management System integrates it with CRM, ERPs or any external apps, create simple workflows to automate processes and improve productivity. If user has any application that is used extensively in an organization, the team of Microsoft certified professionals will find a way to integrate it with this Document Management System.And since all these software operates from the cloud, you can access your files from anywhere around the world and with any device- be it a laptop, desktop, smartphone or tablet.SharePoint is your single sign-on step where you get access to all the apps you need with just one sign-on.Every organization strives to keep the sensitive data secure and SharePoint stores your data behind the firewall thus protecting the data.With the help of Business Process Automation, organizations can automate the process and flow of Business documents reducing time and increasing productivity.At i2e, we implement SharePoint to connect systems across our clients’ businesses to improve operational efficiency. We help our clients streamline workflows, increase transparency and improve document management. We work with clients to create a truly collaborative and connected environment, right from implementation and integration to training and technical support.To know more about our services visit i2e Consulting