Microsoft SharePoint
Use-cases
- Document Storage & Retrieval Automatically export call recordings and transcripts from Attention into Microsoft SharePoint's document libraries, enabling easy retrieval and collaborative review by team members or partners.
- Team Collaboration on Scorecards Store coaching scorecards generated within Attention in SharePoint where sales enablement teams can collaboratively assess and improve training modules.
- Analysis of Call Metadata Export call metadata directly into SharePoint lists for seamless integration into broader pipeline management workflows or CRM updates.
- Opportunity Deal Tracking Sync opportunity data from Attention with SharePoint-based workflows, allowing sales teams to collaboratively track deal progress and update status in real-time within a unified platform.
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Features
Seamless Data Export: Automatically transfers call data from Attention to SharePoint, ensuring all information is centralized and accessible.
- Custom Integration Settings: Allows customization of which data fields to transfer, supporting tailored workflows.
- Real-Time Syncing: Keeps data updated in real-time, allowing immediate access to the latest information.
- Secure Data Handling: Ensures data security and compliance with customizable permissions and access settings.
Benefits
Centralized Data Management: Consolidate all call-related data into one platform, facilitating improved organization and accessibility.
- Enhanced Collaboration: Enables team members to work together more efficiently using SharePoint's powerful collaborative tools.
- Streamlined Processes: Reduces administrative tasks and manual data entry, freeing up time for revenue-generating activities.
- Comprehensive Data Security: Protects sensitive information with robust security protocols, ensuring compliance and privacy.
FAQ
Any questions? We'd love to help
How do I set up the integration between Attention and SharePoint?
Setting up the integration is straightforward; follow the step-by-step wizard in the Attention platform to link your SharePoint account, configure data sync preferences, and start exporting data.
Can I choose which call data to transfer to SharePoint?
Yes, the integration allows you to customize which call recordings, transcripts, or metadata fields are exported based on your team's specific needs.
Is the data transferred in real-time, and how often is it updated?
Data is synced in real-time, ensuring that your SharePoint is always up-to-date with the latest information from Attention.
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