Salesforce case study on Custom App Development for Salesforce-SharePoint Integration for a Telecom Company
Background Information
A leading telecom company needed to streamline their document management process across teams and departments. They had been using both Salesforce and SharePoint for different purposes and wanted to integrate the two to improve efficiency and productivity. The company turned to SA Technologies for a custom app development solution that would allow for seamless Salesforce-SharePoint integration.
Business Challenges:
The telecom company’s document management process was inefficient, with different teams and departments using different systems to store and manage their documents. This resulted in data silos, duplicate files, and version control issues. The company was using Salesforce for customer relationship management and SharePoint for document management. The challenge was to integrate the two systems to streamline the document management process and improve efficiency and productivity.
Solution Description & Implementation Process:
SA Technologies developed a custom app for the telecom company that integrated Salesforce and SharePoint. The solution included the following:
– Custom App Development: SA Technologies developed a custom app that allowed users to access SharePoint documents directly from within Salesforce. Users could also upload documents to SharePoint directly from Salesforce.
– Integration with SharePoint: The app integrated Salesforce with SharePoint, allowing users to view, edit, and manage SharePoint documents within Salesforce. This eliminated the need for users to switch between different systems to access or manage documents.
– Customization: The app was customized to fit the telecom company’s specific document management needs. This included custom fields, workflows, and validation rules to ensure data accuracy and standardization.
– User Adoption: SA Technologies provided training and support to ensure the app was adopted by all users across teams and departments.
Results and Benefits:
The custom app development for Salesforce-SharePoint integration resulted in a streamlined document management process for the telecom company. Users no longer needed to switch between different systems to access or manage documents, improving efficiency and productivity. The app’s customization ensured data accuracy and standardization, eliminating data silos and duplicate files. The training and support provided by SA Technologies ensured user adoption across teams and departments, resulting in improved collaboration and communication.
Conclusion:
SA Technologies custom app development solution allowed the telecom company to streamline their document management process and improve efficiency and productivity. The integration of Salesforce and SharePoint eliminated data silos, duplicate files, and version control issues. The app’s customization ensured data accuracy and standardization, improving data quality. The training and support provided by SA Technologies ensured user adoption across teams and departments, resulting in improved collaboration and communication. The telecom company can now better serve their customers and improve their bottom line with this streamlined document management process.
