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Throwdown comparing the collaboration features of Salesforce to SharePoint. Compare social (Yammer & Chatter), document management, lists, data, workflows and mobility of the two platforms.
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Salesforce SharePoint
Boston Area SharePoint Users Group – July 9th, 2014
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CRM
Chatter
Outlook
Exchange
Active Directory
Office
Yammer
SharePoint
Collaboration
Information Management
Mobile
Gartner Portals
Gartner CRM
David Lozzi
ConsultantSharePoint ArchitectSlalom Consulting
Contact
@DavidLozziDavid.Lozzi@Slalom.comwww.DavidLozzi.com
ConsultantSalesforce ArchitectSlalom Consulting
Contact
@MartyYChangMartyC@Slalom.comcarvingintheclouds.blogspot.com
Marty Chang
Connect to the Internet of Customers
ConnectedCustomers
ConnectedPartners
ConnectedEmployees
ConnectedCommunities
ConnectedApps & Products
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Social
Document Management
Lists & Data
Workflows
Mobility
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SOCIAL
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CHATTER
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Chatter tab
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Rich link previews
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Chatter Groups
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Chatter Topics
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YAMMER
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DOCUMENT MANAGEMENT
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DOCUMENT MANAGEMENT
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5
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DOCUMENT MANAGEMENT
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Chatter Files
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Search, find and share
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Salesforce CRM Content
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Content Deliveries
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LISTS AND DATA
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LISTS AND DATA
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List views
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Filling in data gaps
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Reports & Dashboards
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LISTS AND DATA
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AppExchange
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WORKFLOWS
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WORKFLOWS
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WORKFLOWS
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Approval Scenario: MDF Request
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Approval Processes
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Workflow Rules
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Visual Workflow
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MOBILITY
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MOBILITY
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Salesforce1 app
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Salesforce1
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Salesforce1 Canvas apps
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MOBILITY
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THE WINNER IS
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TOO CLOSE TO CALL!
Social
Document Management
Lists & Data
Workflows
Mobility
Depends on YOU!
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Your requirements should dictate your technology
Technology selection is almost never a one size fits all
Consider strengths and weaknesses in both SharePoint and Salesforce
Investigate a hybrid, integrated strategy to approach collaboration
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“Today is about putting the customer first,” said Marc Benioff, chairman and CEO, salesforce.com. “Together with Microsoft, we are building bridges that allow customers to be more productive.”
The companies plan to deliver the following solutions:
• Salesforce1 for Windows and Windows Phone 8.1. Will enable customers to access Salesforce and run their business from their Windows devices. A preview is planned to be available in fall 2014 with general availability in 2015.
• Salesforce for Office 365. New interoperability between Salesforce and Office 365 will give customers access to the content they need to collaborate, sell, service and market from virtually anywhere. Plans include the ability to:
• Access, share, edit and collaborate on Office content from within Salesforce and on Salesforce1 using Office Mobile, Office for iPad and Office 365.
• Use OneDrive for Business and SharePoint Online as integrated storage options for Salesforce.
• Use Salesforce and Outlook together with a new Salesforce App for Outlook.
• Connect Salesforce data to Excel and Power BI for Office 365 to visualize information and find new insights.
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THANK YOU!
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