Salesforce and SharePoint, read together
Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. SharePoint holds the files: contracts, decks and spreadsheets in libraries, versioned and shared by site. The deal record in Salesforce says "proposal sent"; the proposal itself, and its three revisions, live in a SharePoint folder named by whoever made it.
Liaison reads Salesforce and SharePoint together, ties each deal to its documents, and answers questions from the documents themselves: what was proposed, what changed between versions, what the contract actually says.
Where Salesforce and SharePoint disagree
- Deals in Salesforce at proposal or contract stage with no matching document in SharePoint.
- Documents in SharePoint for accounts that have no deal, or a deal that was closed months ago.
- Three versions of the same proposal with no record in Salesforce of which one the customer saw.
- Contract terms, renewal dates and pricing that live only in a PDF in SharePoint.
- Folders named by person, deals named by company, and nothing linking the two.
Questions it answers across both
- “Which open deals have no proposal or contract in SharePoint?”
- “What did we propose to this account, and what changed between the first and last version?”
- “Which contracts in SharePoint renew in the next ninety days, and what does Salesforce say about each account?”
- “What are the payment terms in the signed contract for this customer?”
What Liaison does with Salesforce and SharePoint
- Matches SharePoint documents to Salesforce deals by account and lists the deals with nothing attached and the documents with no deal.
- Reads the contracts in SharePoint and drafts the renewal dates, terms and amounts onto the Salesforce account for you to confirm.
- Answers questions about a deal from its documents, with the file and the page it came from.
- Writes the renewal calendar from the contracts and the pipeline together.
What it reads and does in each
Liaison across Salesforce and SharePoint, set up with you, for $629 a month.
- Connects to Salesforce and SharePoint with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Salesforce says, what SharePoint says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison move or edit files in SharePoint?
It reads them. Creating or changing a document waits for your yes, and it never deletes.
Will it write to Salesforce?
It drafts the fields it found in the documents, such as renewal date and contract value, and waits for your confirmation on the first batch.
Can it read scanned contracts?
Yes, where the scan is legible. It tells you when it could not read a page rather than guessing.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
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See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.