Notebook

Salesforce: Microsoft-Integration

Expand the 360° view of your customer data and customer interactions

Compay-wide lead and customer care at a glance

When was the last customer contact? Which relevant documents are available for the customer? Which appointments are planned with the customer or have taken place?

These questions are relevant for lead and customer care within your CRM environment. Microsoft Office, O365 or Microsoft Exchange are used in many companies, but locally stored documents, customer contacts that cannot be viewed centrally or customer appointments that have not been published in the company can lead to little or no transparency with regard to customer data.

In addition, field service and sales must be able to retrieve relevant customer information as quickly as possible when in direct contact with customers. Working with different software quickly becomes a problem here when switching frequently between different applications.

With Salesforce for a central and transparent enviroment

Salesforce creates a central and transparent environment that gives you a 360° view of your customers. The advantages are obvious:

  • Direct retrieval and editing of customer-relevant data and documents in Salesforce
  • Send emails conveniently and directly from Salesforce
  • Use of attractive e-mail company templates
  • Direct setting of customer appointments with automatic synchronization of the Outlook calendar

Salesforce also offers easy integration of process-related documents that can be included via SharePoint or OneDrive. Even data maintained via SharePoint sites can be easily integrated and used in your Salesforce Org.

  • The world's leading cloud CRM platform orchestrates all sales tasks and automates processes
  • 360° view of every single customer for every sales and service transaction
  • AI technologies support sales experts in their strategic and operative sales work
  • Companies can configure SFDC extensively and deploy it quickly
  • Transparent overview of all customer interactions
  • Automatic synchronization of your Microsoft account and Salesforce Org
  • Central administration of documents through SharePoint/OneDrive integration
  • Comprehensive access to contact data of your leads and customers
  • Simplified appointment planning through synchronized Outlook calendars
  • Certified Salesforce experts and Salesforce Partner status ensure access to the latest technology
  • Proximity is decisive for the success of a project - with adesso you rely on German-speaking sales force experts who work at locations close to you
  • If required, we supplement project teams with SmartShore resources from Spain, Bulgaria and Turkey
  • 20 years of experience with IT and CRM projects of all sizes - from Dax corporations to start-ups
  • Competencies in all relevant technology fields such as AI, CRM, digital commerce or IoT

Do you have any questions?

Your contact
Markus Spillner
+49 231 7000-7000

Let’s discuss how we can work together to implement your Salesforce project. I look forward to being able to meet with you at our premises.

Save this page. Remove this page.