Salesforce
CRM
Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers. For more information, visit salesforce.com.
Integration
A key integration for any Docupace client is direct connectivity between their CRM and Docupace. Docupace’s integration with Salesforce is one of a handful of integrations offered with industry leading CRMs.
Integration Benefits:
- API integration for launching Docupace from CRM which:
- Reduces duplicate data entry between the two systems
- Improves advisor experience
- Increases advisor efficiency by:
- Launching Docupace thru a single sign-on
Automating the creation or matching on clients and client account folders within Docupace - Automating the initiation of a new account work-item within Docupace
- Viewing of Docupace work-items with status from within Salesforce
- Viewing of Docupace client folder (Account Documents) from within Salesforce
- Launching Docupace thru a single sign-on
- Support for Salesforce Enterprise and Salesforce Financial Service Cloud
- Customization available