Salesforce-SharePoint Integration for a Telecom Company

Challenge -

The Customer was using Salesforce Sales Cloud to support their sales activities and SharePoint Online as a system for storing, managing, and sharing their sales documents (contracts, orders, proposals) and marketing content (marketing demos, presentations, videos). The Customer’s sales and marketing employees had hampered document management workflows because of working with the two systems separately. Additionally, the communication with the Customer’s clients and prospects was not efficient enough as the sales and marketing specialists were unable to share sales documents and marketing content stored in SharePoint directly from Salesforce.

Solution -