Case Study: Systems Made Simple achieves silo-free, real-time CRM access and saves up to 8 months by replicating Salesforce CRM to SharePoint with AvePoint DocAve

Systems Made Simple Eliminates Silos For Staff And Saves Up To 8 Months By Replicating CRM Data To Microsoft® SharePoint® With DocAve®

Systems Made Simple (SMS), a Service‑Disabled Veteran‑Owned healthcare IT firm with more than 300 employees, relied on Salesforce for sales opportunities and SharePoint for document management and program workflows. As usage matured, data became siloed between the two systems, creating inefficiencies and a pressing need to synchronize CRM and SharePoint data — a gap that would have taken an estimated six to eight months to bridge with a custom in‑house solution.

SMS deployed AvePoint’s DocAve Data Replicator (and plans to roll out DocAve Content Replicator) to replicate Salesforce CRM objects into SharePoint in real time with full fidelity, including metadata. The solution enabled company‑wide access to up‑to‑date information, supported SharePoint workflows and alerts for missing CRM data, saved roughly six to eight months of development and testing, and was backed by AvePoint’s 24/7 support.

Systems Made Simple

Shi Ming Chung

Business Analyst, Systems Made Simple