Pipeliner CRM and SharePoint

In today’s complex sales environment, switching between your CRM, email, and cloud storage to find the correct document is a massive drain on productivity. Every minute spent hunting for a proposal is a minute lost closing a deal. The Pipeliner CRM SharePoint & OneDrive integration is engineered to eliminate friction, connecting your sales workflow directly to your secure document repository. We transform fragmented dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. into a single, seamless source of truth.

Why Sales Leaders Choose Pipeliner CRM’s SharePoint Integration

Maximize Focus & Time Savings

Your sales team needs to live in the CRM—not in a file browser. This integration ensures documents are instantly accessible right where they are required: within the Pipeliner CRM AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., Opportunity, or Contact record.

• Benefit: Instant Access. Attach and access files stored in SharePoint or OneDrive directly from the QuickView, Compact View, or Documents tab in seconds. You cut down on clicks, reduce context switching, and reclaim valuable selling time immediately.
• Benefit: Real-Time Collaboration. See document activity directly in the record’s Feeds, ensuring everyone on the sales team is instantly aware of new attachments or updates without having to chase down colleagues.

Guarantee Data Accuracy and Version Control

Never send an outdated contract or proposal again. By linking directly to SharePoint, you leverage persistent cloud links instead of attaching static copies.

• Benefit: Single Source of Truth. Your team is constantly working with the latest, approved version of every asset. If the source document in SharePoint is updated, the link in Pipeliner CRM remains current, protecting you from embarrassing version control errors that can slow down or derail a deal.
• Benefit: Reduced Storage Clutter. Instead of duplicating files across multiple systems, Pipeliner CRM stores secure links, keeping your CRM tidy and focused on core data. At the same time, your documents remain managed in their native cloud environment.

Maintain EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.-Grade Security and Compliance

Leverage the robust security infrastructure you already trust. The integration maintains complete control and governance.

• Benefit: Built-in Security. Documents remain housed within your familiar and secure Microsoft Office 365 environment. You benefit from SharePoint’s enterprise-grade security protocols and permission settings, ensuring only authorized users can view or access sensitive materials.

Drive Swift and Simple UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Adoption

We’ve made the setup simple for both administrators and end-users. The easier the tool is to use, the more consistently it will be used.

• Benefit: Familiar Login. Users quickly link their personal Office 365 accounts using existing credentials, making the activation process secure and straightforward.
• Benefit: Seamless Workflow. Because the document attachment process is integrated directly into the standard Pipeliner CRM workflow, users naturally adopt the feature, maximizing your investment in the CRM platform.

Ready to Unify Your Sales Documents and Data?

The Pipeliner CRM SharePoint integration is a paid add-on that has been proven to deliver immediate ROI by increasing efficiency and data reliability. Contact your Account Manager or email our Customer SuccessCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue. team today to discuss how the SharePoint integration can streamline your sales organizationOrganization Organization 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.). and activate this powerful feature.