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Proventeq Salesforce to SharePoint Integration
Proventeq Ltd
Proventeq Salesforce to SharePoint Integration
Proventeq Ltd
Proventeq Salesforce to SharePoint Integration
Proventeq Ltd
Gain license and storage cost efficiencies and extend collaboration across organisation.
Overview:
Many Salesforce customers are now considering integrating with SharePoint Online (and SharePoint Embedded) as it transcends the limitations of Salesforce collaboration and document
management capabilities through an array of extra features. Integration between Salesforce and SharePoint
can help you streamline your license cost while
increasing data storage capacity. It provides a single
collaboration environment, allowing you to store
your content in SharePoint and provide references
in Salesforce that can be searched and previewed.
Salesforce offers collaboration and document
management functionalities, but its full functionality
access comes at an additional license cost.
Proventeq recommends a hybrid model using
SharePoint for collaboration, and Salesforce
as a CRM. This would mean a cross-departmental collaboration will occur in the
intranet part of SharePoint, and the extranet
will accommodate collaboration with external
users. User access to SharePoint features is
limited only by the system administrator, unlike
with Salesforce where access is limited by
the number and type of licenses you buy.
The integration promises
key benefits like:
- Saving on Salesforce license costs
- More document storage capability at an optimized cost
- Company-wide collaboration opportunity vs limited collaboration in Salesforce (for free users)
- Dynamic knowledge management with SharePoint’s communication sites vs expensive knowledge sharing with Salesforce due to licensing cost
- SharePoint is the undisputed winner for large scale collaboration content with more data storage capability compared to Salesforce
- A single-source-of-truth as content will be stored only on SharePoint with access from Salesforce
- Unified user interface means Salesforce customers experience no change in user experience
How does it work?
Proventeq’s Content Integrator is the #1 option
for Salesforce and SharePoint integration. It
allows for the integration and synchronization of
a host of content types, including documents,
files, and digital assets, from a range of different
Enterprise Content Management (ECM) platforms to
your Cloud-based Content Services Platform (CSP).
Our Content Integrator enables truly cohesive
digital asset management within your document
management or content services environment,
centralizing business-critical content and
putting it at your organization’s fingertips.
Proventeq deploys the necessary connectors
between SharePoint and Salesforce and
also ensures the appropriate setup of
SharePoint to ensure significant ROI and
storage cost savings benefits on Salesforce.
For more details, please read https://proventeq.com/services/sharepoint-integration-with-salesforce
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