It goes without saying that a solution that integrates Salesforce and SharePoint helps you as an entrepreneur. No one has to explain to you what the benefits are anymore. But how do you choose the right solution? Here are six criteria that can point you in the right direction.
1. Everything is automated
With a smart solution, you don’t have to think about anything anymore, everything is automatic. Do you want to manually connect Salesforce to SharePoint? You don’t have to. The app controls where your files land in SharePoint. You don’t have to worry about which location that is.
2. Two-Way Synchronization
Whether you save a document in Salesforce or in SharePoint, a smart solution syncs both ways. When you add a file to a Salesforce record, it’s immediately moved to SharePoint. That should also work the other way: if you upload a file in the SharePoint folder, it should be added to and displayed in the related Salesforce record. No matter which side you come from and whatever your mindset, you should always find your file. Regardless of the type.
3. Collaboration is simple
A smart solution supports you in collaborating with colleagues online. You can simply access your Microsoft 365 files from Salesforce and collaborate with colleagues in real time, with all the smart functionalities of SharePoint, including version control.
4. Security is well organized
Security is a high priority in every business. If your solution combines the power of Salesforce with the advanced security capabilities of SharePoint, it will save you a lot of sleepless nights. By not storing files in folders but on separate SharePoint sites, you can arrange security in great detail.
5. Functional across devices
Nowadays, we are used to being able to access our files from anywhere and at any time. In the office behind the desktop or laptop, or from the comfort of your home with your smartphone in hand. A smart solution works on all devices.
6. Choose the right partner
One solution is one thing, a good partner is another. Select a solution from a partner who understands that ICT is not a goal, but a tool. A partner who understands that your employees need to be able to focus on exactly the tasks where they make a difference: contact with the customer.
Interested?
FILE 365 integrates Microsoft 365 and Salesforce. Files associated with a record in Salesforce are stored in SharePoint, but can be accessed from both Salesforce and SharePoint. Open and edit files directly from Salesforce with one click! Curious? Request a free demo now! We’d love to get to know you.
