360° view for your business!
Employees looking for information on customers, suppliers or projects spend 36% of their day trawling through as many as 11 different systems, from SAP to Salesforce, from ticket systems to Teams. This not only slows down processes; it also increases risks. Doxis Content Bridge for SAP & Salesforce builds a bridge to your systems, creating a shared basis of information and delivering on-demand information in the right context.
Recognize these challenges? We have the solution!
We use SAP for order processing and invoicing. For each order, I need various types of information about the customer related to contracts, special agreements and project updates. I have to painstakingly gather this information from various systems. This costs time, leads to misunderstandings and causes dissatisfaction among our customers.
As a project manager, I coordinate processes and keep all stakeholders up-to-date. That's a lot of documents and emails that I coordinate and exchange every day with sales, the project team, accounting and customers. I often wait long for feedback or chase down important documents, which results in our customers also having to wait.
I know my customers and their history, but it costs me a lot of time to share information and documents with the project team and back office, because not everyone has access to Salesforce. I have to make sure that all stakeholders are up-to-date so that my customer gets fast and competent service. I would rather invest my time into generating new leads.
Finding information on customers and processes is time-consuming and requires clicking through multiple systems. 44% of employees never find the information they need.
The lack of transparency leads to process delays and puts companies at a greater risk of non-compliance. At the same time, they run a higher risk of making the wrong decisions and missing sales opportunities.
Tasks like document filing, file creation and data verification can be automated entirely, yet a great deal of time is lost on manual activities. The potential for mistakes also rises.
One solution suite to solve multiple challenges:
Doxis Content Bridge for SAP & Salesforce
SmartBridge for SAP
- Automatic filing of business partners in SAP
- Connects the Doxis Customer Workspace with the business partner view
- Audit-proof archiving of SAP data and documents
SmartBridge for Salesforce
- Automatic filing of customer workspace in Salesforce and linking to the account
- Synchronization of Salesforce objects with Doxis
- Structured, 360° view of customer documents and contracts
- Cross-system 360° view of the customer, even for users without Salesforce access
- Integrated Customer Workspace in the Salesforce UI
- Links Customer Workspace in standard business apps such as SAP, Microsoft Teams, etc.
SmartBridge for Microsoft 365
- Access to Customer Workspaces directly from Microsoft Teams
- Structured storage of project information and access to relevant documents
- Full-text search for Teams content and audit-proof archiving
Intelligent Contract Lifecycle Management
- Contract cockpit for complete view of contracts, terms, and deadlines
- AI -based contract analytics
- alesforce & DocuSign integration for contract creation
This is the ROI of Doxis Content Bridge
for SAP & Salesforce:
Employees spend 36% of their daily working hours searching for information. You can make better use of this time.
Automating document-based processes across SAP, Salesforce and Doxis enhances efficiency by up to 70%.
Single source of truth: a shared view of customers creates transparency and optimizes workflows company-wide
Greater operational agility and more efficient processes boost profitability
Seamless service and support processes help improve customer relationships and strengthen customer loyalty
You mitigate compliance risks and prevent damage to your company’s reputation.
Doxis Customer Workspace in Salesforce
Doxis SmartBridge for Salesforce automatically creates a new Customer Workspace and links it to the account. The Customer Workspace is integrated seamlessly into the Salesforce user interface, where Steve can access it directly and add documents as needed.
Customer Workspace linked with SAP
When Dexter adds a new customer as a business partner, the corresponding Doxis Customer Workspace is automatically linked in SAP. Dexter can now access all information and documents relevant to the job and for invoicing purposes directly from the business partner view.
More about Doxis Content Bridge for SAP & Salesforce
Find out how to free your data from information silos in a best-of-breed system landscape, to create a shared content awareness and 360° view of customers and processes.
Doxis Content Bridge for SAP & Salesforce builds a bridge to your systems, creating a shared basis of information and delivering on-demand information in the right context. Learn more here.
A workspace designed specifically for customer management helps you to manage all information and make it available to those who need it most - e.g. in customer service, sales, etc. Features like integrated templates, automated metadata and more help to speed up work.
How can Doxis Content Bridge for SAP & Salesforce
streamline your company’s processes?
We will be happy to personally advise you on your individual challenges
in a virtual live demo or at your place of business, whichever suits you.
We look forward to hearing from you.