Thursday, June 18, 2009

Statera Releases a CRM to SharePoint Cloud Integration Engine

Just recently, Statera went into a Beta phase for their an integration engine called Stratus (http://stratus.statera.com). It’s a really cool idea/product which integrates Microsoft CRM Online with SharePoint Online completely via Microsoft’s Azure Services platform (which means everything is running in the Cloud). Some of the capabilities Stratus provides include:

· CRM users can provision SharePoint sites for Account, Opportunity and Case records, allowing them to store documents in a location where they are easier to collaborate on and in an environment where non-sales employees may be more familiar with
· CRM users can upload documents while in CRM and they are stored directly in SharePoint
· CRM users can view associated SharePoint document libraries and their contents and pull up documents without ever leaving CRM
· SharePoint users can navigate to SharePoint sites that are associated with CRM Account, Opportunity or Case records and access uploaded documents, CRM contacts, CRM activities as well as some other general CRM information
· SharePoint users can create new contacts or activities via the associated SharePoint site that are in turn stored in CRM
· SharePoint users can save CRM contacts directly into their Outlook contacts folder with the click of the mouse

The product also works with the on-premise versions of SharePoint and CRM or any combination of Online and On-premise (e.g. CRM Online and SharePoint on-premise), though the on-premise activation is not yet available.

There are some other cool ideas that will be coming out with in the future. For more information, check out the video or sign up to use the platform at http://stratus.statera.com – it only takes a few minutes to sign up and usage is free!

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