Salesforce Sharepoint Integration

Seamlessly Connect CRM and Content for Enhanced Productivity and insights

Our Portfolio Hire Dedicated Developers Contact Us

Professional & Quick Salesforce Sharepoint Integration

Leveraging the Best of Both Salesforce and Sharepoint To Optimize Your Business

Businesses often grapple with challenges in managing data and workflows across the array of available software solutions. Platforms like Microsoft SharePoint offer robust document management capabilities but lack tailored CRM features. Salesforce excels as a CRM but lacks SharePoint's strength in content management. As a result, organizations utilizing both systems frequently incur extra costs and face inefficient processes managing and updating data across the disconnected platforms.

At Dean Infotech, our SharePoint integration services for Salesforce solve these challenges. We enable businesses to seamlessly integrate their Salesforce CRM and SharePoint environments. This connects the specialized strengths of each platform so you can optimize both solutions rather than relying on a single system.

With Dean Infotech, you can directly access relevant SharePoint files from within Salesforce records and pages. Real-time data synchronization ensures consistency while robust customization aligns processes with your teams' workflows. Our expertise helps you eliminate data silos, reduce costs, increase productivity and satisfaction.

The potential of Salesforce and SharePoint integration lies in enabling seamless information access and sharing. This bridges gaps across your organization for more holistic customer insights and accelerated decision making. We make it simple to leverage the combined power of your platforms.

Request a Free Quote

Seamlessly Integrate SharePoint and Salesforce

Professional Salesforce SharePoint Integration Services

Facilitate unique integration of SharePoint and Salesforce services with Dean Infotech. You will be able to optimize your workflow, enhance collaboration as well as raise your business to greater heights. These powerful platforms can be merged more efficiently when our team aligns them together which leads to increased productivity. To get these benefits, contact us now!

Implement comprehensive real-time two-way sync of all contacts, calendars, tasks, notes and other critical data between SharePoint and Salesforce. Automate synchronization so information remains up-to-date in both systems. Ensure continuity and accuracy of information.

Provide unified search capability across documents and libraries in SharePoint and records in Salesforce from within either platform for simplified access. Streamline content management by structuring integrated libraries and records enabling transparent cross-platform interaction.

Build customized apps, components, and automations tailored specifically to optimize your team's workflows leveraging deep SharePoint and Salesforce capabilities. Expand the out-of-the-box integration with custom functionality aligned closely to your business processes.

Migrate all legacy SharePoint data including documents, lists, wikis, calendars, and more into Salesforce in a structured format upon integration. Retain all the valuable information and history stored in SharePoint when linking it to Salesforce.

Conduct specialized training for end-users and administrators to leverage the integrated SharePoint-Salesforce solution. Provide change management consulting to drive engagement across teams and ensure widespread adoption of the new tools.

Provide full ongoing support including issue resolution, version upgrade management, performance monitoring and optimization, usage analytics, and adoption improvement to maximize value from the integration long-term.

Salesforce SharePoint Integration Benefits

Boost Your Business Flow With Sharepoint Integration

Boost Productivity

Eliminate toggling between platforms and apps to find needed information. Access documents, records, contacts and more from one place. Streamline collaboration across platforms to enable users to work faster and smarter.

Improve Data Consistency

Maintain clean, unified datasets with automated real-time synchronization that prevents manual errors and discrepancies between systems. Eliminate duplicate data entry and reconciliation work to boost productivity.

Enhance Customer Experience

Gain a holistic 360-degree customer view by combining CRM data from Salesforce with interaction history and documents from SharePoint. Deliver informed, personalized service experiences.

Increase Adoption of CRM

Drive increased CRM adoption across your organization by integrating Salesforce into existing SharePoint workflows. Make Salesforce feel like a natural extension of the tools employees already use daily.

Optimize Operational Workflows

Automate manual processes and reduce redundant tasks between SharePoint and Salesforce. Optimize workflows linking the platforms to maximize efficiency gains.

Benifits of CPQ

Facilitate Seamless Collaboration

Enable frictionless collaboration across CRM and documents by connecting SharePoint and Salesforce capabilities. Improve transparency, reduce silos, and strengthen coordination between teams.

Improve Content Management

Manage documents, files, records and other content seamlessly through integrated libraries synced in real-time across SharePoint and Salesforce. Streamline organization-wide content management.

Leverage Add-ons and Apps

Expand integration capabilities by implementing add-ons like SharePlus PowerPack for enhanced connectors, templates, and automation. Tailor to needs.

Bolster Data Security

Leverage Salesforce's enterprise-grade security, encryption, identity management and access controls to keep integrated data safe and ensure compliance.

Gain Real-Time Visibility

Access latest CRM and document data in real-time with unified search and sync across both platforms. Make timely, informed decisions.

Why Choose Dean Infotech?

Trusted Salesforce SharePoint Integration Partner

Industry Leaders
in Integration

Proven Methodology
and Deployment

Certified Salesforce
and SharePoint Experts

500+ Projects

Pre-Built Connectors
and Components

Ongoing Management
and Support


Flexible Engagement

100% Customer
Success Rate

Salesforce Certifications