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As a former Salesforce end-user, I believe it is fair to say that Salesforce is a best-of-breed plat...
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?
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.
Through protection and retention of business-critical documents.
For content-centric business processes and line of business applications when storing documents in SharePoint.
Through content that is classified and tagged accurately and correctly with universal terminology and structure.
Potential storage cost reductions of up to 95% Salesforce licence savings.
Maximise investment in existing platforms by joining and replacing legacy ECM solutions
Business excellence and outstanding responsiveness leads to positive reviews attracting clients and employees.
Quicker access to business-critical content and faster-flowing processes enables users to manage workloads and avoid errors.
Reduce time spent searching for information by up to 50% to allow employees to focus on important tasks, resulting in improved wellbeing and effectiveness.
Less distraction and application-switching due to seamless integration of previously-siloed information.
Microsoft 365 allows for better handling of workloads especially for remote and cross-functional teams.
Use Microsoft 365 best-in-class capabilities to speed up ad-hoc activities to resolve cases in Salesforce quicker.
Regardless of the source, all customer-related documents are kept together in SharePoint, including paper documents sent by the customer. Intelligent scanning allows you to automatically associate inbound documents with the corresponding customer account.
As a former Salesforce end-user, I believe it is fair to say that Salesforce is a best-of-breed plat...
Information management is an umbrella term that covers all processes to do with data within an organ...
The technological stack of modern businesses is quite complex, with multiple applications playing a ...