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.
