Researchers do not yet agree on exactly how much time we spend searching for files. The answers vary from ten percent of our working time to 25 percent. Be that as it may, we waste a lot of our time simply looking for or storing files. Is that particular quotation in OneDrive, in Teams, or perhaps still somewhere on a file server? Or even worse: with your absent colleague on the hard drive or in the mailbox. In short, a lot of time is lost with pointless searching. Maybe 2023 is the time to do something about that. In this blog, Merk de Jager, director of Vloeiend IT, tells you how.

1. Use one version of the truth

In other words: work from one source. Salesforce is a great cloud-based CRM platform that helps organizations manage and improve their customer relationships. The platform offers various functionalities and tools that you can use to streamline your commercial activities and ultimately increase customer satisfaction. This places the customer at the center , exactly what you want. But in addition to Salesforce, there is a lot of information stored in folders, somewhere on a computer or server. By integrating Salesforce with Microsoft 365, you make the process of managing your files at the customer level much more efficient. Not only can you find your files much faster this way, there is also only one version of the truth.

2. Collaborate in real time

Downloading, exchanging, modifying and uploading files in Salesforce, entails many risks and a lot of time is wasted. Storing your files in SharePoint allows employees to collaborate on documents, spreadsheets, and other files in real time. This way they can be sure that they really have the latest version of the file and they don’t have to waste time waiting for others and searching for the right version. This makes collaboration more efficient and saves time.

3. Anywhere, anytime access

By seeing your Salesforce as the heart of your organization, and storing the files yourself in SharePoint, you can access all your files from anywhere. No need to search  in mailboxes or on hard drives.? Do you want to quickly adjust that quote with your smartphone from the comfort of your home? No problem! Or do you want to quickly check in the Austrian snow whether your colleague has already written the report of that meeting with the customer? Check!

Interested?

FILE 365 integrates Microsoft 365 and Salesforce. Documents 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! Interested? Request a demo now without obligation! We’d love to get to know you.