Microsoft SharePoint is Microsoft's leading content management and document storage platform, helping organizations manage files, build intranets, create collaborative sites, and centralize business-critical documents across the enterprise.
Realm's native Microsoft SharePoint connector seamlessly integrates your content repositories into a unified knowledge platform. By connecting your SharePoint sites, Realm provides your sales, customer success, and support teams with instant access to documents, policies, sales collateral, product information, and the structured content that lives across your SharePoint environment.
Our integration respects all native SharePoint permissions and site access controls, ensuring that users only see the sites, document libraries, and files they are authorized to view. With real-time syncs and comprehensive metadata support, Realm keeps your content intelligence up-to-date, empowering your teams to find critical documents and information faster without navigating complex folder structures.
Features
Realm's Microsoft SharePoint integration delivers powerful content intelligence capabilities that transform how your teams access enterprise knowledge.
| Feature |
What it does? |
| Complete Site Indexing |
Automatically sync and index SharePoint sites, document libraries, lists, and pages, making all your enterprise content fully searchable within Realm alongside your other knowledge sources. |
| Native Permission Sync |
Realm strictly mirrors your existing SharePoint permissions and site access controls. Users can only access sites and documents they already have permission to view, maintaining data security and compliance. |
| Cross-Platform Intelligence |
Link SharePoint documents with data from other connected systems to Realm, providing complete context between stored content, customer interactions, and sales activities. |
| Rich Metadata Support |
Index and search based on SharePoint metadata, document properties, tags, and custom columns to quickly find relevant content with the right context. |
| Real-Time Sync |
Your SharePoint data is synced in real-time to keep content intelligence fresh. Realm uses incremental syncs to efficiently capture new documents, updates, and changes. |
| Version Awareness |
Track document versions and changes, ensuring teams always access the most current information while maintaining visibility into content history. |
Benefits
By connecting Microsoft SharePoint to Realm, your organization gains powerful advantages that unlock the full value of your enterprise content.
| Benefit |
Why it matters? |
| Eliminate Document Hunting |
Instantly find the documents, policies, and sales collateral you need without navigating through complex SharePoint folder structures or remembering exact file locations. |
| Accelerate Sales Cycles |
Quickly locate relevant case studies, product sheets, contracts, and sales materials from SharePoint to respond faster to customer inquiries and move deals forward. |
| Enhance RFP Responses |
Search across all SharePoint content to find relevant documentation, compliance materials, and company information needed for proposal responses, reducing time spent gathering materials. |
| Centralize Knowledge Access |
Make SharePoint content discoverable alongside all your other knowledge sources, ensuring teams find what they need regardless of where it’s stored. |
