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Experience unified data management that enhances collaboration and streamlines workflow between Salesforce and SharePoint.
Bridge Salesforce and Microsoft SharePoint data to Improvado in just a few steps.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing processes. It offers tools like Sales Cloud for lead and opportunity management, Service Cloud for customer support automation, and Marketing Cloud for campaign execution. Given that 89% of marketers say inconsistent data causes misalignment, Salesforce’s centralized data model ensures real-time synchronization across teams, reducing errors and improving decision accuracy.
Advanced features include AI-driven analytics via Einstein Analytics and customizable dashboards that provide actionable insights. Integrating Salesforce with Improvado enhances data aggregation from multiple marketing channels, eliminating 90% of marketing-related IT tickets by automating data pipelines and reducing manual intervention. This integration empowers marketers to focus on strategy rather than troubleshooting technical issues.
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Microsoft SharePoint is a web-based collaboration platform that integrates smoothly with Microsoft Office, enabling teams to share files, manage content, and automate workflows efficiently. It helps businesses streamline communication and improve project management by centralizing information in a secure environment.
With SharePoint, organizations can reduce document duplication and enhance version control, saving time and reducing errors. When combined with Improvado integration, it eliminates 99% of discrepancies in data reporting, ensuring accurate insights for better decision-making.
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This dashboard integrates Salesforce with Microsoft SharePoint to provide a unified view of sales and document management. It reduces procurement complexity by 85%, streamlining workflows across platforms. Users can track contracts, monitor sales pipelines, and manage approvals all in one place, enhancing operational visibility and control.
This integration connects Salesforce’s CRM data with SharePoint’s document management system, enabling users to access Salesforce records and related documents directly within SharePoint. Improvado facilitates this by streamlining data flows and ensuring consistent synchronization between platforms.
Combining Salesforce and SharePoint enhances collaboration by centralizing customer data and documents, reducing manual data entry, and improving team productivity. Businesses leveraging Improvado can automate data consolidation for richer insights and better decision-making.
Setup involves configuring API access between Salesforce and SharePoint, defining data mappings, and setting synchronization rules. Improvado simplifies this process by offering pre-built connectors and a user-friendly interface to manage integration settings without extensive coding.
Data sync can be scheduled or triggered in real-time, ensuring updates in Salesforce reflect promptly in SharePoint and vice versa. Improvado’s platform supports customizable sync frequencies and conflict resolution to maintain data accuracy.
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