Get more from the cloud you already pay for.
Microsoft 365 is the best place for documents and email. Salesforce is the best place for clients and deals. Smartly Cloudy joins them inside Word, Excel and Outlook, so your team runs its work across both without a third system in the middle.
Facility checklist
- Term sheet
- Credit memo
- Covenant schedule
- Compliance certificate
- Collateral list
A document from SharePoint and a deal from Salesforce, in one window. Switch firms to see each one’s name, colors and words.
Each system does what it’s best at
Documents are unstructured: they need versions, sharing and Office. Client and deal data is structured: it needs fields, pipelines and reports. Instead of forcing one system to do both, keep each in the cloud built for it and join them where people work.
Microsoft 365
Unstructured work
- Documents and spreadsheets
- Email and calendars
- Files, folders and versions
- Sharing and co-authoring
Stays in SharePoint, OneDrive and Exchange.
Smartly Cloudy
The join
- Knows which record a document belongs to
- Brings deal and client data into Word and Excel
- Looks up an email’s sender in Salesforce
- Applies your checklists and your brand
Runs in the browser and in Office. Stores nothing.
Salesforce
Structured work
- Clients, contacts and accounts
- Deals, matters and pipelines
- Reports and dashboards
- Roles and permissions
Stays in your Salesforce org.
What you don’t have to buy
The usual answer to document-heavy workflows is an industry platform that holds its own copy of your documents and client data. Joining the clouds you already license skips that.
| Question | The usual route | With Smartly Cloudy |
|---|---|---|
| Where documents live | Moved into the platform’s own document store | Stay in SharePoint and OneDrive |
| Where client and deal data lives | A second database, kept in sync with your CRM | Stays in Salesforce |
| Getting started | Data migration and an integration project | Your admins approve the app and upload the add-ins |
| What people learn | A new application | The Word, Excel and Outlook they already use |
| What you pay for | Another platform license, plus integration and upkeep | The tools that join what you already license |
Where the join shows up day to day
- Retyping deal figures from Salesforce into a model
- Pull your open deals into a new Excel sheet from the pane.
- Hunting through SharePoint for the right folder
- The Word pane works out which record a document belongs to and opens that record’s folder.
- A different checklist on every analyst’s desktop
- Your playbook’s checklist, inserted into the document or turned into a Microsoft To Do list.
- “Who is this, and which deal is it about?”
- Look up an email’s sender in Salesforce without leaving Outlook.
Built around how your desk talks
Each firm starts from an industry pack: the words, Salesforce objects and checklists that fit its work. You can change any of them.
Capital markets
| Desk | Works on | Checklist starts with |
|---|---|---|
| Investment banking | Mandates | Engagement letter, NDA, CIM draft, buyer list |
| Brokerage | Accounts | KYC / CIP, suitability profile, account agreement |
| Debt capital markets | Facilities | Term sheet, credit memo, covenant schedule |
| Syndication | Syndicates | Commitment letters, allocation schedule, participant KYC |
Healthcare and medical-legal
| Practice | Works on | Checklist starts with |
|---|---|---|
| Life care planning | Matters | Records request, medical chronology, ICD-10 / CPT coding, cost projection |
| Medical records review | Matters | Records index, condition timeline, gaps and conflicts |
Legal, insurance, mortgage and real-estate packs follow the role library on our sister site, dulydiligent.ai.
Setup takes your admins three steps
- Approve the app in Microsoft 365. A Global Administrator signs in once and grants consent. You can limit it to the people or groups you choose.
- Upload your branded add-ins. We send manifests with your name and icons; your admin adds them under Integrated apps, and they appear in Word, Excel and Outlook for those users.
- Connect Salesforce, if you use it. Your Salesforce admin approves a connected app and can switch each tool on or off for your firm from Salesforce.
Your data stays where it is
- We don’t hold your files or records. The tools are web pages that run in your browser and in Office. Documents stay in your SharePoint and OneDrive, records in your Salesforce.
- Everyone signs in as themselves. Microsoft and Salesforce check each person’s own permissions, so nobody sees more than they already could.
- Your admins stay in control. Access is granted and removed in your Microsoft 365 and Salesforce, not on our side.
- Healthcare teams keep PHI in their covered systems. Nothing is copied out of the Microsoft 365 and Salesforce environments your agreements already cover.
Find out what your licences can already do
Tell us how your team works and which Microsoft 365 and Salesforce plans you have. We’ll show you the tools set up for your firm, in your colors.