Increase sales efficiency by saving time
Our integration allows you to use Microsoft SharePoint as document management system within your SAP Sales Cloud. The integration creates whole subsites or folder structures automatically using the information given by the SAP Sales Cloud. Manage your customer related documents more efficiently.
Overview
Simplified operations
You are able to access your Microsoft SharePoint sites, customer and activity documents as well as folder structures directly from SAP Customer Experience.
Better user acceptance through uniform design of your SharePoints
The automated creation of folder structures for your customer, opportunity and activity documents makes your Microsoft SharePoint sites more clearly structured.
Reduction of the time required for the creation of filling structures
An algorithm is used to check whether a corresponding page or folder already exists in your Microsoft SharePoint. If not, a new page or folder based on a design template is automatically created.
Details
Solution type
Extensions and Add-ons
Industry
Industrial Manufacturing, Professional Services, Healthcare
Compatibility
Works with
Features
Access MS SharePoint from SAP CX Sales Cloud
The Microsoft SharePoint site of the viewed customer in SAP CX Sales Cloud is displayed or newly created. You can use all known functions like the creation of new folders, documents etc..
Automatic folder management and creation
The integration recognizes the affiliation of the activity (customer, opportunity etc.) as well as the type (meeting, phone call etc.) and creates folders in Microsoft SharePoint for the storage of associated documents, if they do not exist yet.
Drag and drop documents into MS SharePoint
No need to switch between your SAP CX Sales Cloud and your Microsoft SharePoint browser tabs or browser windows. This enables you to create, copy or edit documents using drag and drop in your SAP CX Sales Cloud.
Plans and pricing
Basic Edition
Embedding of SharePoint in SAP CX Sales Cloud
Implementation into a new SharePoint environment based on a predesigned repository structure
Automated creation of SharePoint subsites for customers and folder structures
Supported business objects: customer, opportunities, activities
Price unavailable in this regionEmbedding of SharePoint in SAP CX Sales Cloud
Implementation into a new SharePoint environment based on a predesigned repository structure
Automated creation of SharePoint subsites for customers and folder structures
Supported business objects: customer, opportunities, activities
Enhanced Edition
All functionalities from the Basic Edition. Additionally, one further business object and individual customization of the folder structure and sites.
Implementation into an existing SharePoint environment based on an individual structure.
Price upon requestAll functionalities from the Basic Edition. Additionally, one further business object and individual customization of the folder structure and sites.
Implementation into an existing SharePoint environment based on an individual structure.
Customer reviews
Technical Information
| Solution type | Extensions and Add-ons |
| Category | Sales |
| Industry | Industrial Manufacturing, Professional Services, Healthcare |
| Works with |
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The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Deployment |
Software-as-a-Service solution This product is delivered online as a subscription service. |
Resources
Preview
Publisher
Camelot ITLab GmbH
Camelot ITLab is the leading IT consultancy for digital value chain management and driver of innovation in emerging enterprise technologies. We guide businesses around the globe in transforming their IT ecosystems, with a strong focus on Supply Chain Management.
