SharePoint Integration with Salesforce
with SharePoint.
What’s the appetite to integrate?
The problem
Businesses typically have massive amounts of data and information spread across numerous sources and silos, from Microsoft Outlook and Office to servers, local files and ERP systems.
But nobody knows where the most up to date version of your information is, or the best place to store it. How do you protect against duplication, unauthorised sharing with third parties and cyber-attacks? Are your clients getting the right information?
A single source of truth
Proventeq can help you deploy SharePoint as a central hub for all business-critical information and a single source of truth for all documents, integrating with Microsoft 365 and other business applications to speed up and automate cumbersome processes.
SharePoint can seamlessly integrate with Salesforce to act as a document store while the user has the ability to open those documents held in SharePoint on the Salesforce Platform.
Key benefits to Management & IT
Ensure compliance
Through protection and retention of business-critical documents.
Single source of the truth
For content-centric business processes and line of business applications when storing documents in SharePoint.
Enhance governance
Through content that is classified and tagged accurately and correctly with universal terminology and structure.
Save costs
Potential storage cost reductions of up to 95% Salesforce licence savings.
Increase ROI
Maximise investment in existing platforms by joining and replacing legacy ECM solutions
Improve brand perception
Business excellence and outstanding responsiveness leads to positive reviews attracting clients and employees.
What’s the real cost of content sprawl?
Key benefits to your business
Increase user satisfaction
Quicker access to business-critical content and faster-flowing processes enable users to manage workloads and avoid errors.
Save time
Reduce time spent searching for information by up to 50% to allow employees to focus on important tasks, resulting in improved wellbeing and effectiveness.
Avoid frustration
Less distraction and application-switching due to seamless integration of previously-siloed information.
Boost collaboration
Microsoft 365 allows for better handling of workloads especially for remote and cross-functional teams.
Automate case management
Use Microsoft 365 best-in-class capabilities to speed up ad-hoc activities to resolve cases in Salesforce quicker.
Single source of truth
Regardless the source all customer-related documents are kept together in SharePoint. Including paper documents sent by the customer. Intelligent scanning allows to automatically associate inbound documents with the corresponding customer account.
