Salesforce is a powerful CRM platform that aims to bring companies and customers together by improving your marketing, sales, commerce, service, IT, and more. So what's a CRM you ask? It stands for “customer relationship management” and it is a software that stores customer contact information like names or addresses and keeps track of customer activity.
As an organisation it is important to ensure you are appropriately managing business content from creation through to disposal and for many organisations this is when Micro Focus Content Manager is used.
By integrating Salesforce with Content Manager, organisations can now share resources providing them with much greater operational visibility and most importantly compliance with recordkeeping requirements.
Here's 3 reasons you should integrate Salesforce and Content Manager
Simple Contact Management
If Salesforce is how your organisation collects contact information but there are still parts of your organisation using Content Manager, how do those users access contacts with out manually entering them? This is where the FYB Sales2CM can assist by creating locations in Content Manager when new contacts are created in Salesforce to build a cohesive database of contacts.
Compliant Information Management
Ensure your organisation is meeting its recordkeeping compliance requirements for the storage and management of documents and records by leveraging Micro Focus Content Manager.
Reduce duplicate information
Instead of manually transferring documents between Content Manager and Salesforce to produce multiple copies of the same document, it would be more practical to store information in Content Manager and be able to view related records from a Salesforce Account, Contact or Agreement section of Salesforce.
See how seamlessly the FYB Sales2CM connector can integrate Salesforce with Content Manager to help you achieve all the above and more.
Interested in Integrating Salesforce and Content Manager?
Get in touch with us to organise a demonstration and subscription pricing.
