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NOTE - PAGE HAS MANY EMBEDDED VIDEO'S - IT TAKES A MOMENT TO LOAD

 

Video 1 - SideKick365 xRM Ultimate Overview - This video provides a quick overview of SideKick365 xRM Ultimate from SkyLite Systems. It provides a quick overview of the main capabilities. See Video 2 below for a deeper dive into the apps capabilities!  This video shows the English version of SideKick365 xRM but note that the App is also available in Danish, Dutch, German, Norwegian, Italian, Spanish, Portuguese, or French.  We support also support localized English versions for Australia, South Africa, the US, and the UK.

 

 

Video 2 - SideKick365 xRM Ultimate Deeper Demo - This video provides a deeper review of SideKick365 xRM Ultimate from SkyLite Systems.  It shows you the main capabilities of the App and how to create Accounts, Opportunities, Projects, Contacts, Documents from Office  templates and how to promote a Lead to an Account .  The video also demonstrates the integration with Outlook. This video shows the English version of SideKick365 xRM Ultimate but note that the App is also available in Danish, Dutch, German, Norwegian, Italian, Spanish, Portuguese, or French.  We support also support localized English versions for Australia, South Africa, the US, and the UK.

 

Video 3 - SideKick365 xRM Contact Synch with Outlook - SideKick365 xRM Ultimate now includes bi-directional synching of Contacts with Outlook.  This video explains how the synch works and shows contact synching between Outlook and SideKick365 xRM Ultimate.  Best of all, you don't need anything more than SharePoint, Outlook, and our SideKick365 xRM Ultimate app to get in synch today!

 

Video 4 - SideKick365 xRM Integration with Outlook and Office - This video provides a quick overview of the integration we have built between SideKick365 xRM and Outlook, Word, Excel and PowerPoint.  The add-ins are included within the price of SideKick365 xRM Ultimate for no additional cost!  These add-ins let you save important emails and files into Accounts, Opportunities and Projects in SideKick365 xRM Ultimate.   You can also create Accounts, Opportunities, and Projects right in Outlook, Word, PowerPoint and Excel so you can streamline how your work and processes.

 

Video 5 - Project Module Overview - SideKick365 xRM Ultimate 

SideKick365 xRM Ultimate is our most powerful and customizable CRM solution built to run within SharePoint 2013 - in Office 365 or on your Servers. The video explores the Project Module in SideKick365 xRM Ultimate.

Projects are powerful ways to manage a collection of files, notes, tasks and people surrounding a topic or initiative. Projects can be used as Case Management, Project Management, or General Collaboration E-Rooms. Projects can have security applied so you can limit who can see or access them using a Security Profile in SideKick365 xRM Ultimate. Projects can be associated with an Account, an Opportunity, or they can be stand alone.

We have seen projects used for everything from Social Worker Case Files, Loan Files, Lease File, Project Files, Proposal Management and more.

You can purchase or download a trial copy of SideKick 365 xRM Ultimate in the Office store by following this link https://store.office.com/app.aspx?assetid=WA104379047&ui=en-US&rs=en-US&ad=US&appredirect=false&pmo=US

Video 6 - Leads Module Overview - SideKick365 xRM Ultimate 

SideKick365 xRM Ultimate is our most powerful and customizable CRM solution built to run within SharePoint 2013 - in Office 365 or on your Servers. The video explores the Leads Module in SideKick365 xRM Ultimate.

Leads are a working list of targets that you are chasing to turn into active accounts and opportunities.  This video explains

  • How the Lead module is used
  • How to import data from Excel into Leads
  • How to customize Leads
  • How to promote a Lead to and Account

 

You can purchase or download a trial copy of SideKick 365 xRM Ultimate in the Office store by following this link https://store.office.com/app.aspx?assetid=WA104379047&ui=en-US&rs=en-US&ad=US&appredirect=false&pmo=US

Video 7 - SideKick365 xRM Scanning Overview - This video demonstrates the scanning utility we have built that will let you upload scanned images into Accounts, Opportunities, or Projects in SideKick 365 xRM Ultimate.  The utility lets you name and tag the scanned files and if you save as searchable pdf, then all of the content will be indexed and searchable.  Contact us at Info@skylitesystems.com for more information and pricing. 

 

Video 8 - SideKick365 xRM Ultimate Security Overview - This short video provides an overview of security and how it is set up and used within SideKick365 xRM Ultimate. You can set security on Accounts, Opportunities and Projects so you limit who sees what.  These means you can set up sales teams and segregate data as needed.  You would pay a lot more in salesforce for this capability.  The video shows the English version of SideKick365 xRM Enterprise but note that the App is also available in Danish, Italian, German, Norwegian, Dutch, French, Spanish, Portuguese, and Swedish.  We also support also support localized English versions for Australia, South Africa, the US, and the UK.

 

You can download a whitepaper on Security in SideKick365 xRM Ultimate by following this link SideKick365 xRM Ultimate - Security.pdf

 

Video 9 - SideKick365 xRM Ultimate Security Deep Dive - This deep dive shows how to set up teams of users that can work together on Accounts, Opportunities, or Projects using the Security Profiles module in SideKick365 xRM Ultimate.  Detailed instruction is included to show you how to add team members to a Security Profile and how to select which level of access that each team member has to  Accounts, Opportunities, or Projects using groups. Most importantly, the video discuses how to set up users for read/write or read-only access.

 

Watch this video to learn how security profiles work and how to create new Security Profiles with best practices using groups in SharePoint and AD or Office 365 to easily manage teams of users in SideKick365 xRM Ultimate.

Note - The video shows the English version of SideKick365 xRM Ultimate, however it is also available in Danish, Dutch, German, Norwegian, Swedish, Italian, Spanish, Portuguese, or French.  We also support also support localized English versions for Australia, South Africa, the US, and the UK.

You can download a whitepaper on Security in SideKick365 xRM Ultimate by following this link SideKick365 xRM Ultimate - Security.pdf

 

 

Video 10 - Importing data into SideKick365 xRM Ultimate  -  This video shows how to import data into SideKick365 xRM Ultimate using the data import Utility.  This utility is included with your purchase of or subscription to SideKick365 xRM Ultimate.

 

Tip - Just Double Click on the  video to watch it in full screen mode.

 

 

Video 11 - Customizing SideKick365 xRM Ultimate  -  This video shows how to customize screens in SideKick365 xRM Ultimate using the free tool SideKick365 xRM Manager - you can get a copy by sending us an email at Info@skylitesystems.com .  The utility is included with your purchase of or subscription to SideKick365 xRM Ultimate.

Video 12 - Using Templates with  SideKick365 xRM Ultimate  -  This video shows how you can  integrate Word, PowerPoint, and Excel templates and OneNote notebooks into SideKick365 xRM Ultimate.  This means you can  standardized quote forms, meeting minutes, forms, or letters throughout your organization. 

 

The video shows how templates are used and takes you step by step through set up using Content Types in the site that holds SideKick365 xRM Ultimate.

 

 

Video 13 - Setting Up SideKick365 xRM Ultimate  -  This video shows how to install SideKick365 xRM Ultimate into a team site and add users and licenses.  It explains how to set your language preference and how to add required helper lists to synch Contacts with Outlook and send outgoing email newsletters and campaigns.

 

 

Video 14 - Building a Custom Report in SideKick365 xRM Ultimate  -  This video shows how to build a custom report in SideKick365 xRM Ultimate.  It shows adding a calculated field, using Group By, and a Sum to build a nicely formatted report of "Spread" revenue values.