Companies must store and maintain an increasing number of files for both compliance, analytics, and other business purposes. Yet instead of implementing what are often simple, cheaper solutions, many companies simply increase the storage levels in their CRM systems. Typically, this is a very costly decision.
With Sugar to SharePoint File Stubbing, you can save money on file storage and stay in compliance by having all files readily available. At the same time, you gain the power to build on top of your CRM platform.
Read on to find out how you can start stubbing your Sugar files to any SharePoint version within minutes!
Why Sugar and SharePoint?
As part of your core customer support you need a cost-effective CRM solution that addresses and automates your critical business processes. You need easy deployment and customization, flexibility, and the ability to build on top of your CRM platform. Sugar covers these features and more, and is a go-to CRM solution for many companies.
However, when we consider team collaboration, file storage, internal messaging and more, many companies choose Microsoft Office 365. Both solutions provide numerous benefits, and, in combination, can drive high quality teamwork and business insights.
Thus, the first step is to easily integrate these two systems with our Sugar to SharePoint Connector.
Then there are other factors to consider.
Sugar’s most cost-effective offer: Sugar Professional comes with 15GB of data storage (cloud or on premises) to cover 10 user licenses. With SharePoint, your team gets one terabyte.
So, how do you avoid paying for additional storage in Sugar while continuing to benefit from the features you love?
Build on your version of Sugar and start automatically stubbing files to SharePoint. Here’s how.
File Stubbing: What you need to know
With our service you can minimize your Sugar storage space by automatically moving all your selected files from your Sugar to your SharePoint document library.
The service runs in the cloud, so there’s no need for installation. You won’t even know that the physical files are automatically being moved to SharePoint, while the links are being retained in your Sugar.
This process is called stubbing.
The service consists of two basic components:
Connecting Software SaaS Portal
CB Sugar to SharePoint File Stubbing cloud service
The portal is where you manage your subscription, configure and monitor the service. The cloud service performs the stubbing process and regularly checks for new files on Sugar.
CB Sugar to SharePoint File Stubbing is an event-based service. It runs in the background and is fully customizable – you decide which files to stub and how often the service checks for new files.
Moreover, our service offers flexible options for file stubbing and folder structure on SharePoint. It enables you to set up custom paths in the SharePoint document library and choose whether to store notes and documents to the same or to different locations on SharePoint.
Why stub files?
To keep your Sugar lean and optimized
save money on file, record storage
enable team access to customer data even without being CRM users
Stay in compliance by keeping links in Sugar
Configure, monitor what files are stubbed and how with our Cloud Service
Stubbing files as a compliance solution
Most companies need to hold on to their proprietary customer information for at least 5 years according to compliance measures. That can lead to big-time data retention requirements, while costs can skyrocket in the long term. This makes managing your data storage in SharePoint a smart choice.
Moreover, as this article points out, “With Office 365, IT administrators have one common information protection layer; a centralized administration portal manages all security and compliance needs for cloud workloads.”
Consider: Are companies today decreasing their data storage footprints?
On the contrary, storage requirements are expanding and forward-looking decision makers are searching for the right, cost-effective solutions.
Automatic file stubbing is one of those easy-to-use, runs-in-the-cloud solutions. Get started right away with our fully functional, free trial!