Microsoft SharePointJohn Golden2023-10-26T08:39:10+00:00
The Microsoft Office 365 SharePoint App clientClientA client is an entity who pays another entity for products purchased or services rendered. Also called a customer. for Pipeliner CRM allows you to store your Office documents on the cloud, easily managing and sharing them with your sales team using Pipeliner CRM.
About MS SharePoint
Integrating Pipeliner CRM with Microsoft Office 365 SharePoint online enables you to use the document management capabilities of SharePoint from within Pipeliner CRM. Fully integrated with Microsoft Office 365 you can easily share your Office documents with your sales colleagues on the cloud, making it possible for sales teams to collaborate effectively on the mutual sales effort.
Integrate Your MS Office 365 & SharePoint Client
With Office 365 you can create Word documents, Excel spreadsheets, or PowerPoint presentations using the Office web apps that can be saved on the cloud, and added to your contacts, leads and opportunities in Pipeliner with just a few clicks.
Attach Your Files to Sales Leads and Opportunities
By signing into Pipeliner CRM and using this Microsoft SharePoint App client, you can start attaching all types of Office documents to sales leads and opportunities in your sales pipelineSales PipelineSales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process.. Stored on the cloud, you and your sales team have easy access to your most important sales documents, no matter where you are.
Collaborate with your sales team on documents; document your sales best practices to effectively drive your sales effort. The integration between Microsoft Office 365 and Pipeliner CRM will help improve office collaboration, team productivity, and will make your sales organizationOrganizationOrganization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). more agile.