Salesforce: Microsoft-Integration

When was the last customer contact? Which relevant documents are available for the customer? Which appointments are planned with the customer or have taken place?

These questions are relevant for lead and customer care within your CRM environment. Microsoft Office, O365 or Microsoft Exchange are used in many companies, but locally stored documents, customer contacts that cannot be viewed centrally or customer appointments that have not been published in the company can lead to little or no transparency with regard to customer data.

In addition, field service and sales must be able to retrieve relevant customer information as quickly as possible when in direct contact with customers. Working with different software quickly becomes a problem here when switching frequently between different applications.

Salesforce creates a central and transparent environment that gives you a 360° view of your customers. The advantages are obvious:

• Direct retrieval and editing of customer-relevant data and documents in Salesforce
• Send emails conveniently and directly from Salesforce
• Use of attractive e-mail company templates
• Direct setting of customer appointments with automatic synchronization of the Outlook calendar

Salesforce also offers easy integration of process-related documents that can be included via SharePoint or OneDrive. Even data maintained via SharePoint sites can be easily integrated and used in your Salesforce Org.