Salesforce Integration - WebVine

SHAREPOINT INTEGRATION

  • 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
SALESFORCE
WebVine
SharePoint
Easy user access

Easy user access

Users can access Salesforce documents via their Office365 log-in, anywhere, any time from any device.

Refresh your IA

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

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

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.

Fully customisable

Fully customisable

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.

INTEGRATE YOUR CRM WITH SHAREPOINT TODAY

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CALL US on 1800 022 990