Case Study 1
SharePoint–Salesforce Integration for a Telecommunications Company
Telecommunications
Challenge
The client's sales and marketing teams were working in Salesforce and SharePoint simultaneously, but the two platforms were disconnected. Sales reps were downloading documents from SharePoint, attaching them to Salesforce records manually, and re-uploading updated versions.
Solution
We built a custom SharePoint integration with Salesforce that created a bi-directional document management connection between the two platforms. SharePoint document libraries were linked directly to Salesforce records, enabling sales teams to access, edit, and manage documents from within Salesforce.
Results