Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) solution for sales, services, marketing, analytics, collaboration, and more. However, collaboration is one feature of Salesforce that is unexplored most of the time. Collaboration refers to managing interactions and coordinating tasks between different departments, divisions, along with offices of the same company. 

This can be done through document management and Salesforce has five modules for document management. These are Salesforce Files, Salesforce CRM content, Salesforce Knowledge, Documents, and Attachments.  However, document management with Salesforce has two major disadvantages such as high license costs and limited capabilities for collaboration with departments that don’t naturally use Salesforce. 

The alternate option is using Salesforce as a company’s enterprise collaboration tool and Salesforce as its CRM. With this, the cross-departmental collaboration will occur in the intranet part of SharePoint. Also, the extranet will facilitate collaboration with external users. That is, a user’s access to Salesforce will be limited only by the system admin but not by the platform.  Hence integrating Salesforce with Sharepoint gives more features as well.  More reasons to integrate Salesforce with SharePoint are:

1.    Lower investment-  The cost for Sharepoint-based collaboration is 10 dollars per user per month and 20-35 dollars per user per month for the entire collaboration set of Office 365.  Hence, it is more cost-effective when compared to using Salesforce for document collaboration. 

2.    Cross-departmental collaboration- Salesforce is intended for sales and marketing teams, while project collaboration involves colleagues from multiple departments that may include business analysts and technical specialists. In this process, a SharePoint intranet can be used to connect employees company-wide. It can allow the search of all employees’ profiles and kick-start collaboration.

3.    Extended knowledge management- SharePoint outdoes Salesforce in knowledge management as its communication sites make knowledge sharing more dynamic by pushing knowledge to users through article announcements and promotion. For delivering knowledge articles to external users, a company using Salesforce still needs to complement Salesforce Knowledge with a customer portal which can be an external part of a SharePoint portal. 

4.    Document management on a large scale-  SharePoint is more powerful than Salesforce for collaboration on documents and storage of large volumes of collaboration content. For example, SharePoint allows real-time co-authoring and offline work with documents. Also, the max size of file attachments is 250 MB, which is more than in Salesforce.

These aspects give an outline of the benefits in integrating Salesforce with SharePoint in your company’s workspace. More can be discussed over direct meetings or calls with our team. SGS Technologie is an experienced Salesforce consulting company and a Sharepoint integration firm in Florida. We are headquartered in Jacksonville (FL), and have offices in Tallahassee (FL), Tampa (FL), as well as in Frisco (TX). We invite you to reach out for more.

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Why Integrate Salesforce with SharePoint?

 9

Salesforce is a cloud-based Customer Relationship Management (CRM) solution for sales, services, marketing, analytics, collaboration, and more. However, collaboration is one feature of Salesforce that is unexplored most of the time. Collaboration refers to managing interactions and coordinating tasks between different departments, divisions, along with offices of the same company. 

This can be done through document management and Salesforce has five modules for document management. These are Salesforce Files, Salesforce CRM content, Salesforce Knowledge, Documents, and Attachments.  However, document management with Salesforce has two major disadvantages such as high license costs and limited capabilities for collaboration with departments that don’t naturally use Salesforce. 

The alternate option is using Salesforce as a company’s enterprise collaboration tool and Salesforce as its CRM. With this, the cross-departmental collaboration will occur in the intranet part of SharePoint. Also, the extranet will facilitate collaboration with external users. That is, a user’s access to Salesforce will be limited only by the system admin but not by the platform.  Hence integrating Salesforce with Sharepoint gives more features as well.  More reasons to integrate Salesforce with SharePoint are:

1.    Lower investment-  The cost for Sharepoint-based collaboration is 10 dollars per user per month and 20-35 dollars per user per month for the entire collaboration set of Office 365.  Hence, it is more cost-effective when compared to using Salesforce for document collaboration. 

2.    Cross-departmental collaboration- Salesforce is intended for sales and marketing teams, while project collaboration involves colleagues from multiple departments that may include business analysts and technical specialists. In this process, a SharePoint intranet can be used to connect employees company-wide. It can allow the search of all employees’ profiles and kick-start collaboration.

3.    Extended knowledge management- SharePoint outdoes Salesforce in knowledge management as its communication sites make knowledge sharing more dynamic by pushing knowledge to users through article announcements and promotion. For delivering knowledge articles to external users, a company using Salesforce still needs to complement Salesforce Knowledge with a customer portal which can be an external part of a SharePoint portal. 

4.    Document management on a large scale-  SharePoint is more powerful than Salesforce for collaboration on documents and storage of large volumes of collaboration content. For example, SharePoint allows real-time co-authoring and offline work with documents. Also, the max size of file attachments is 250 MB, which is more than in Salesforce.

These aspects give an outline of the benefits in integrating Salesforce with SharePoint in your company’s workspace. More can be discussed over direct meetings or calls with our team. SGS Technologie is an experienced Salesforce consulting company and a Sharepoint integration firm in Florida. We are headquartered in Jacksonville (FL), and have offices in Tallahassee (FL), Tampa (FL), as well as in Frisco (TX). We invite you to reach out for more.

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