SharePoint is one of the most popular document management platforms today. It is used by virtually all major enterprises since it ties in neatly with other Microsoft products such as MS Office. It is not only used to build intranet portals but also works well as an independent document repository. But the platform is not known for its CRM capabilities.
This is where Salesforce comes into the picture. It has grown into a major SaaS platform that enterprises use and has become the mainstay of support departments as well as marketing and sales departments worldwide. Therefore, many enterprises agree to leverage Salesforce integration services to utilize the platform with various business systems and available extensions. But when it comes to document management and storage capabilities, it does not rank as highly as SharePoint.
Get a Free Salesforce Audit
With a free Salesforce audit, we will help you to build a resilient business roadmap and navigate through it to tackle the challenges and meet your business goals. We can help you with the following services:
- Review your current usage of Salesforce
- Suggest suitable tools and the latest platform features
- Gain visibility across your organization and intensify ROI
- Determine and fix potential vulnerabilities in your security settings
Salesforce offers limited space compared to SharePoint and for access to additional storage on Salesforce, companies end up paying a lot more than they would have paid for some other document management system. This means that companies that produce a lot of documents need to rely on some external document management software in order to reduce storage costs.
Companies that have both Salesforce and SharePoint can now integrate the two and leverage the strengths of both the platforms. This will make it possible for users to have access to all the files through just one interface.
Key benefits of SharePoint Salesforce integration
- Access to various kinds of office documents including spreadsheets and presentations.
- Document sharing with the relevant employees in the organization is possible because of SharePoint.
Salesforce SharePoint integration leads to better collaboration
The sales department and other departments are often not on the same page. The former depends on Salesforce for most of its work while other departments use SharePoint-based intranet portals to collaborate, store marketing collateral and other documents.
This means that there are times when the sales team is out of the loop when it comes to having access to the latest marketing materials.
By integrating Salesforce with SharePoint, your sales team will be able to do the following:
- Gain access to the company’s central repository of documents
- Gain access to the documents without having to leave the Salesforce interface
This way your marketing and technical teams will know which documents are being used by the sales team, how often they are used and which ones are never used.
SharePoint can also be integrated with SAP, MS Dynamics CRM and other CRM systems and even with ERP systems.
Fill out the form on this page if you want to know how to carry out Salesforce integration with SharePoint or for any other SharePoint related requirements.
