FULL CRM INTEGRATION…SIMPLIFIED
SharePoint Integration for Salesforce.com
What’s limiting the integration of your Customer Relationship Management (CRM) system and non-sales business functions? License costs, technical challenges, platform integration with in-house systems? Want to bypass these hurdles and easily achieve full CRM integration?
The MPS Partners Microsoft SharePoint and Salesforce.com integration solution helps businesses access customer information across core business functions and streamline business processes. Now, you can have it all, including:
- Sales can have a 360◦ view of the pipeline
- Marketing can see activities to measure campaign effectiveness and assess future investments
- Accounting can access name and address information for billing and customer setup
- Legal can review proposals and contracts during negotiations
- Management can access potential business opportunities to better understand pipeline development
- Planning can view potential pipeline to anticipate order volume
- End-user training and support
Information Sharing Made Easy AND Cost-Effective
It’s easier than ever to connect your organization — and save — by extending Salesforce.com access across your organization through SharePoint. The MPS Partners solution provides four core integration points:
- Document management
- Workflows and e-forms
- Reporting and dashboards
- Line of business
Enable broader Salesforce.com access via the collaboration and sharing capabilities of SharePoint to work smarter and gain efficiencies.
Streamline Business Processes
- Process improvement to connect lead database to sales campaigns
- Access sales opportunities to better understand pipeline development
- Anticipate order volume by converting opportunities won to orders and invoices
- Dashboard view of activities to measure campaign effectiveness
- Mitigate task duplication and minimize time spent searching for information
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Increase SharePoint Adoption
- Migrate data from legacy CRM systems in batch or one-time
- Centralize access to Salesforce.com data across core businesses functions
- Extend collaboration across Salesforce.com
- Ensure users have appropriate access to content, while maintaining regulatory obligations
- Keep information optimized with regular maintenance
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- Dramatically lower the cost of connecting your sales team with the rest of the organization
- Maximize Salesforce.com investment
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