Salesforce integration with Doxis4
Bridging system boundaries
Doxis4 SmartBridge for Salesforce bridges system boundaries.
Emails, quotations, contracts: A high volume of documents are created in customer management. For a complete view of the customer relationship, you need an overview in sales, customer service, or the project team of all customer data from Salesforce and the related documents. Doxis4 makes the information needed for your business processes available directly in Salesforce: without searching long through the file directory or email inbox. Thanks to Doxis4 SmartBridge for Salesforce, users can access all the relevant information in Doxis4 even without Salesforce access. At the same time, all Salesforce documents are archived here in an audit-proof manner. This provides security – and is the prerequisite for valuable reporting.
Salesforce integration with Doxis4: Your benefits
What is Doxis4 SmartBridge for Salesforce?
Doxis4 SmartBridge for Salesforce is the special Doxis4 connector for Salesforce. It enables you to integrate both systems seamlessly – a prerequisite for comprehensive information management across system boundaries.
Was ist die Doxis4 SmartBridge for Salesforce?
Die Doxis4 SmartBridge ist der spezielle Doxis4 Konnektor für Salesforce. Sie integrieren damit beide Systeme nahtlos – die Voraussetzung für umfassendes Informationsmanagement über Systemgrenzen hinweg.
Doxis4 is the perfect fit
Doxis4 integrates seamlessly with many other applications: from ERP and CRM systems such as SAP to Microsoft Office, Outlook and SharePoint, in addition to CAD, HR and much more.
Get ahead with Salesforce integration
It makes a lot of sense to integrate Salesforce and Doxis4: in business processes, for collaboration, and to ensure secure information management.
Doxis4 SmartBridge for Salesforce: Product highlights
- Seamless integration with the Salesforce interface
- Access all Doxis4 content directly from Salesforce
- Access to Salesforce content in Doxis4 even without Salesforce access
- Automatically responds to activities in Salesforce
- Matching Doxis4 eFile class per Salesforce object type
- Audit-proof archiving of Salesforce content
- All benefits of the Doxis4 platform in the Salesforce context
Contact us! We are happy to answer your questions about Doxis4 enterprise content Management. Would you like to experience Doxis4 firsthand? We would be pleased to give you a live demonstration.
We look forward to hearing from you!