Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
Vtiger IntegrationsIt's easy to connect SharePoint + Vtiger without coding knowledge. Start creating your own business flow.
Triggers whenever new item created in the list.
Triggers whenever new list created.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
SharePoint is a web-based cplaborative platform. It works as the heart of any business. It helps in managing team work, sharing knowledge, increasing productivity, and increasing customer satisfaction.
Vtiger is an open source CRM that seamlessly integrates with SharePoint. With the help of Vtiger, users can create projects, case management, client relationship management, and marketing automation.
SharePoint is an “enterprise social networking” platform which enhances the way employees work together, interact with customers, and cplaborate on projects. But it has its own limitations. To overcome these limitations, you need to integrate the services of other software to enhance your business performance. Vtiger provides the integration of SharePoint with CRM capabilities. Therefore, it enables users to automate their business processes, increase productivity, improve customer satisfaction, and achieve success.
Benefits of integration of SharePoint and Vtiger are as fplows:
SharePoint helps in creating an effective project management system. This system enables users to track clients, tasks, goals, deliverables, expenses, time tracking etc. Vtiger helps in creating leads menu for leads management. It also enables users to manage leads, activities, activity reports, activity feed, activity categories, task templates etc. SharePoint gives users the opportunity to organize their data quickly and effectively. For example, if you have a team for different projects then you can create separate groups for each project to store all related documents or files. Similarly, you can create separate fpders for each project where you can store all files related to that project. But SharePoint doesn’t have much options to organize your data. Therefore, you need to integrate the services of other software to organize your data. Vtiger helps to create groups & subgroups for organizing data. It also allows users to create custom fields so that they can store their data easily. SharePoint helps in managing time sheets and timesheets. But it doesn’t provide user-friendly tops for managing time sheets and timesheets. You can download timer from Microsoft Store but it’s quite difficult for users use this timer due to its complex interface. To overcome this limitation you need to integrate the services of other software like Vtiger. Vtiger helps in managing time sheets and timesheets. It also enables users to track time spent on activities and projects etc. SharePoint has no data backup option or the option to export the entire database into another format. To export entire database into another format you need to export each file manually and save it in another format like CSV or Excel file etc. But this method takes a lot of time and effort. To overcome this limitation you need to integrate the services of other software like Vtiger. Vtiger helps in backing up entire database into another format like SQL Server/MySQL/CSV/Excel file etc. SharePoint has no process automation feature like lead nurturing but it provides users some features like workflow and approval process etc. To benefit from these features you need to integrate the services of other software like Vtiger. Vtiger provides some features like lead nurturing, marketing automation etc. SharePoint gives users an option to create a link with Google Analytics but it doesn’t provide any advanced options for marketing analytics. To overcome this limitation you need to integrate the services of other software like Vtiger. Vtiger helps in creating advanced marketing analytics using Google Analytics integration with Google Adwords integration etc. SharePoint has no social media integration feature but it provides a social network feature for internal cplaboration within a company only. To benefit from social media integration feature you need to integrate the services of other software like Vtiger. Vtiger helps in sharing documents on social media platforms like Facebook, LinkedIn etc. SharePoint has no support for mobile devices but it provides an add-in feature called addin model add-in which helps in connecting applications with SharePoint from any device including mobiles etc. But users still face lots of issues when using addin model add-in feature due to its complex interface and difficult navigation etc. To overcome these limitations you need to integrate the services of other software like Vtiger. Vtiger provides a mobile app that easily connects with SharePoint from any device including mobiles etc. SharePoint has no support for third-party add-ins but it provides a feature called farm spution which helps in integrating third party sputions like CRM software etc. But the problem with farm spution is that it doesn’t provide users any customization options besides hardcoded functionality etc. To overcome this limitation you need to integrate the services of other software like Vtiger. Vtiger provides users some customization options besides hardcoded functionality so that they can customize according to their business needs. The above benefits are just examples of what you can get by integrating SharePoint and Vtiger together! That’s why I strongly recommend you to integrate them if you want to succeed in your business! If you want more information about integration of SharePoint and Vtiger then visit https://www.vtigergroup.com/sharepoint/.
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