Sharepoint for Gold-Vision CRM

Working collaboratively as a team and ensuring consistent document output is made easy with Gold-Vision’s SharePoint Online Integration.

It’s likely that your organisation is either considering or already using SharePoint or Microsoft teams as the central store for their documents. So why not take all the best features on offer with SharePoint and enhance them with a Gold-Vision integration.

Automatic sync

When you integrate SharePoint Online with Gold-Vision, whenever a new file or folder is uploaded, viewed, edited, or deleted, it is automatically synchronised between the two platforms. You can then link these folders and files to specific items in Gold-Vision for quick access. This means that you and your team will have access to the most up-to-date version of your important documents, ensuring consistency and improving your ability to work collaboratively.

Easy access – low risk

Managing all of your files in one central place with this integration eliminates the likelihood that your teammates may save documents to their local machine and then forget about them.

Plus, gone are the days of messing around with clunky permissions settings and remembering multiple sign-ins. Instead, simply set up your team rules in SharePoint so that only the right people have access to the right information and use Single Sign-On to access all of your Gold-Vision systems, including SharePoint

Documents on the go

The SharePoint Online integration is great for everyone on your team, especially those on the go like field salespeople. With this integration, they can access, download and upload documents wherever they are and on any device. Making customer visits and external meetings a breeze.

3 Key Benefits of our Sharepoint Online Integration

• Link your document to Gold-Vision items – It is easy to create folders in your Sharepoint site and link them to Gold-Vision items such as activities and projects, contacts, and accounts.
• Easy file viewing and editing – Gold-Vision allows users to view a list of files and folders from linked Sharepoint Online folders. Users can directly access the documents in Sharepoint Online to view, download, or edit them by simply clicking on the file name in Gold-Vision.
• Template generation – Gold-Vision template documents can be automatically saved to Sharepoint Online.

Setting up the Sharepoint Online Integration

If you are interested in setting up a Sharepoint integration for your business, please contact our Support Team.