- Easy user access – anywhere, any time
- Surface CRM documents with Enterprise Search
- Refresh your IA
- Generate Templates
- Automate document creation + metadata
- Control + governance of resources
- Low-cost storage in the cloud
Easy user access
Users can access Salesforce documents via their Office365 log-in, anywhere, any time from any device.
Refresh your IA
You are no longer trapped by legacy system Information Architecture. Organise CRM or ERP data to meet today’s information requirements and team structure in SharePoint for better accessibility and governance with automatic metadata population.
Automate document creation
Build SharePoint templates for frequently created client or case documents such as estimates, contracts, responses and mandatory submissions, populated automatically with CRM/ERP data fields. Conditional formatting allows template flexibility. Get analytics on popular templates.
Low-cost cloud storage
Save expensive server space by moving documents to the cloud. Highly regulated industries with large documentation requirements can realise significant savings and minimise storage / back-up risks.
Based on REST APIs, WebVine’s SharePoint integration tool is totally configurable. Design your own Information Architecture: document libraries, content types and document sets. Store your documents to different SharePoint site collections, on premises or online.
We can accommodate different enterprise systems – contact us about your requirements.