
ShareService Product Whitepaper
How ShareService unifies service intake, dispatch, field execution, settlement and feedback in one workflow, with service AI agents that help every team resolve faster.
A practical guide to moving from Salesforce to ShareCRM: a four-phase migration blueprint, the tools behind it, and how 100+ companies made the switch.

Inside the whitepaper
The whitepaper compares ShareCRM with Salesforce on four points: pricing simplicity and long-term value, the integration complexity of a multi-cloud versus a single-cloud platform, reliance on external expertise for change delivery, and the ongoing upgrade burden. It sets out why enterprises choose ShareCRM: a stronger return on CRM investment, a familiar experience for teams switching from Salesforce, and end-to-end migration delivered by in-house experts.
It lays out the ShareCRM Migration Blueprint in four phases: gap analysis and planning, system migration, user acceptance testing, and go-live and rollout. It then shows how Salesforce capabilities map across: reusable configurations, custom logic rebuilt from Apex and Lightning components, a connector that keeps APIs in sync, and a bulk data engine for large-scale records. Console screenshots show the step-by-step migration of objects, workflows, integrations and data.
A customer case walks through the challenge, solution and results of moving multiple business divisions and downstream partners from Salesforce to ShareCRM. The whitepaper closes with the implementation journey from product demo to rollout and training, and the ongoing support that follows: on-demand support, role-based training, local customer success management and regular product updates.

How ShareService unifies service intake, dispatch, field execution, settlement and feedback in one workflow, with service AI agents that help every team resolve faster.

ShareCRM is the Agentic CRM that thinks, acts and learns. This whitepaper shows how ShareHive Agent OS and ShareAgent put over 60+ pre-built agents to work across marketing, sales and service, and the security model that keeps them trusted.

How ShareCRM protects customer data: compliance and privacy, tenant isolation, global infrastructure, AI and agent security, and business continuity.