Our client is a leader in workforce management and business communication solutions. They provide communication products which help customer in recording calls, improving content security, managing product and service quality, and managing workforce performance. The client was using SharePoint as their primary content management tool and using the Microsoft 365 suite for calculating quotes, generating proposal, and creating invoices. As all these tasks were related, they needed a single solution to accomplish all the tasks on a same platform and reduce the count of number-of-actions-per-process for all their business processes. In addition they also needed a platform to keep track of their potential opportunities and relationships with current customers. The client approached SP Tech with the problem and based on their requirements we suggested to use a Salesforce platform based solution that would be integrated with SharePoint and Microsoft 365 suite to allow two way communication between platforms.