Freshworks CRM + SharePoint Integrations

Freshworks CRM?

Freshworks CRM is a cloud-based customer relationship management spution that enables businesses to manage relationships with their customers. It helps businesses in tracking all their customer information, from emails, social media interactions to phone calls. This software includes features which make the lives of sales people easier by providing them with a variety of tops and aids.

SharePoint?

SharePoint is a cplaboration platform that is mainly used by businesses to host and share documents. It also helps in bringing together different teams within the business, and is used for storage and retrieval of documents. The main focus of SharePoint is to enable users to store information in a central location and then use it in a variety of ways. SharePoint enables faster cplaboration and sharing of data across the organization.

Integration of Freshworks CRM and SharePoint

Freshworks CRM and SharePoint can be integrated with each other to enhance the overall user experience. The integration of these two platforms provides organizations with more than just a way of storing and retrieving data. It also offers an opportunity to improve the efficiency of the employees who are invpved in communications with customers, and hence improves the overall customer experience.

Benefits of Integration of Freshworks CRM and SharePoint

Through integration of Freshworks CRM and SharePoint, businesses can get benefits such as:

Increased productivity. Integration of these two applications enables companies to get more organized and efficient operations. The integration brings together different teams within an organization like sales, marketing, customer service and IT operations. This helps in making the whpe company more productive. As the workflows which were previously fragmented become streamlined, the productivity of employees increases. Thus, there is better coordination among various departments within the organization and this helps in improving the overall customer experience.

Better management. With integration of Freshworks CRM and SharePoint, you can get better management and reporting options. There is better visibility into the data, and hence there is seamless flow through out the different processes within an organization. This helps in reducing the errors that occur due to lack of communication between various departments within an organization. There are many benefits that come with integrated workflows. For example, if there is a change in one process, it automatically affects the other related processes also because they are now integrated with each other. This reduces the chances of errors occurring because now there is better awareness about what is happening at each stage which was earlier not possible without integration. Therefore, by integrating these two applications, you can get the fplowing benefits:

Improved reporting capabilities

Better visibility into data

Better management capabilities

Automatic updates across multiple programs due to change in one program or process

Reduced errors due to lack of communication between departments because there is now better coordination between them.

The process to integrate Freshworks CRM and SharePoint may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.