Using SharePoint and Nintex to Create a Purpose-Built CRM Solution

Last month, I had to pleasure of presenting at the 8th annual SharePoint Saturday event in Atlanta. For those who aren’t familiar, SharePoint Saturday is a community‐focused SharePoint event dedicated to educating and engaging members of the local SharePoint community. The event is unique in that it is “for the community, by the community” and is free for all who attend.

This is the second time I was able to present and my topic this time was more of a case study, focused on how we helped our client, Applied Technical Services, Inc. (ATS), leverage SharePoint and Nintex to automate their most business-critical processes. Continue reading “Using SharePoint and Nintex to Create a Purpose-Built CRM Solution”