Fact Sheet: Doxis4 SmartBridge for Salesforce

Seamless integration of Doxis4 & Salesforce

Doxis4 SmartBridge for Salesforce: Integration via standard functions

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Bridging the gap between ECM & Salesforce

Doxis4 SmartBridge for Salesforce gives you a 360° view of all customer data from Salesforce — including associated documents. Users without access to Salesforce can view  the information in the right business context in Doxis4, where it is also archived in line with audit requirements.

In this fact sheet, you learn

  • How Doxis4 integration benefits sales, customer service & project teams
  • How data & documents are systematically made available in the CRM system
  • How to make relevant CRM information accessible to non-Salesforce users
  • How to assure audit-proof archiving for your Salesforce content